Robert Schwaner
Baltimore,MD
Summary
Customer-oriented, strategic-thinking sales management professional successful in cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in implementing pricing models, managing vendor relations and expanding territory.
Overview
9
9
years of professional experience
Work History
Sales Manager
Big Tree Industries
Sacramento, CA
01.2020 - 02.2022
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Tracked monthly sales to generate reports for business development planning.
- Prepared sales production reports for senior management.
- Achieved company growth and brand development through market expansion and sales.
- Attended trade shows for in-person engagement and network building.
Senior Financial Consultant
TD Ameritrade
North Bethesda, MD
01.2016 - 10.2019
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Fostered relationships with customers to expand customer base and retain business.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Financial Advisor
National Life Group
Baltimore, MD
10.2014 - 01.2016
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Financial Advisor
Merrill Lynch
Baltimore, Maryland
12.2012 - 09.2014
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Provided ethical, objective and holistic financial planning advice to clients.
- Increased assets under management by offering investment and insurance solutions to clients.
Education
Bachelor of Science - Finance
University At Buffalo
Buffalo, NY05.2011
Skills
- Client Relationship Management
- Strategic Planning
- Service-Driven Sales
- Performance Management
- Revenue Forecasting
- Analytical Problem Solver
- Sales Team Training
- CRM Software
- Sales Territory Growth
- KPI Tracking
Timeline
Sales Manager
Big Tree Industries
01.2020 - 02.2022
Senior Financial Consultant
TD Ameritrade
01.2016 - 10.2019
Financial Advisor
National Life Group
10.2014 - 01.2016
Financial Advisor
Merrill Lynch
12.2012 - 09.2014
Bachelor of Science - Finance
University At Buffalo