ROBERT DEVOE
Financial Sales
San Diego ,CA
Summary
Sales Expert seeking new challenges.
Expertise in establishing, growing, and turning around teams and territories.
As a producer consistent President’s Club and award winner
Series 7, 9, 10, 63, 65, Life & health
Overview
13
13
years of professional experience
2
2
years of post-secondary education
Work History
Financial Advisor
Fidelity Investments
San Diego , CA
12.2021 - Current
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- built this book of business from the ground up relying on calling on an unengaged client base and warm leads sent to me by colleagues.
- I have the highest call levels of anyone in my region and have brought in 90 million of assets year to date
- Recent winner of excellence in action award.
Sales Manager
TD Ameritrade
San Diego, CA
07.2014 - 04.2021
- Worked first in Jersey City and after leading that team from last to first in terms of production, I was asked to move to relocate to Southern California to open new territory. and hire/supervise diverse, inclusive Fixed Income Sales team from ground up; also bringing this team to number 1 in terms of production.
- Identified, hired and trained highly-qualified and diversified team by teaching best practices, procedures, and sales strategies.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Engaged with branch partners 1-1as well as regional calls for sales demonstrations, consumer awareness, branding, and acquisition initiatives to raise outside assets.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Senior Specialist
TD Ameritrade
Jersey City, NJ
07.2010 - 07.2014
- Managed fixed income wholesale and individual client base; cultivated relationships and advised high net worth clients on how to build diversified portfolios through asset allocation strategies and the use of fixed income securities
- Selected for Management Program
- Grew regional fixed income revenue for Florida region; consistently in the Top 10% of peers by situational awareness, listening to client needs, and building business around trust
- Recommended fixed income investments and strategies that aligned with client financial goals and risk tolerance
- Continually researched and identified new opportunities for trade ideas that added value through total return.
Education
Bachelor of Arts - Business Administration and Management
THOMAS EDISON STATE UNIVERSITY
06.2014 - 06.2016
Skills
Relationship building and management
Additional Information
- LICENSES & CERTIFICATIONS , FINRA Series 7, 9, 10, 63, 65, Life and Health, Certified Funds Specialist.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.
Viktor Frankl
Timeline
Financial Advisor
Fidelity Investments
12.2021 - Current
Sales Manager
TD Ameritrade
07.2014 - 04.2021
Bachelor of Arts - Business Administration and Management
THOMAS EDISON STATE UNIVERSITY
06.2014 - 06.2016
Senior Specialist
TD Ameritrade
07.2010 - 07.2014