Sean Cook
Hoffman Estates,IL
Summary
Results-driven management professional with proven track record of fostering team collaboration and driving results In the financials service industry. Consistently delivers on organizational goals through effective leadership and adaptability. Known for strong interpersonal skills and ability to manage changing priorities with ease.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Registered Team Manager
Merrill
04.2022 - Current
- Developed Advisors through regular structured coaching sessions focused on individual opportunities and driving True Advisor Excellence
- Earned exceeds rating in both 2023 and 2024 year-end performance reviews
- Led the top performing Life Services Financial Solutions Advisor team in 2024 based on PRT, achieving 117% to goal in Balance Growth and 100% to goal in Quality Solutions
- Developed the 1st, 4th and 8th ranked Life Services Financial Solutions Advisors in 2024
- Developed a positive team culture focused on individual and team accountability through clear and consistent communication
- Improved internal processes through critical analysis of current results to identify opportunities and partnerships with process adjacent teams
- Effectively developed, rolled-out, and executed associate engagement and client retention initiatives to impact the broader CI business
- Performance Manager Development Program Graduate 2024 - Capstone: Improving Life Servcies through increasing ownership/case length reduction
Senior Investment Specialist
Merrill Edge
03.2020 - 04.2022
- Drove client satisfaction through resolving client service needs and deepening their relationship with the firm, achieving 89.06% top 2 box in the Chat segment
- Developed securities industry knowledge in complex trading strategies and how to explain those strategies to clients resulting in 120% to goal for clients referred to FSA partners.
- Developed Hard Conversations Playbook as a cornerstone for True Service Excellence to help simplify client care for peers and improve client satisfaction scores for CICS
- Led a team of for Handle with Care newsletter aimed at providing guidance and situational knowledge for fellow CICS associates
Community Engagement Coordinator
Central Parks Management
06.2018 - 11.2019
- Crafted business development plans for various businesses aimed at improving community engagement and exposure
- Led a team of sales representatives and developed and executed plans to develop their industry knowledge and book of business
- Managed an operations team with an emphasis on improving the customer experience through associate engagement
Project Planner
Vivax Pros
01.2017 - 04.2018
- Closed 35% of sales and generated over $1.1 million in revenue
- Helped simplify the sales process and implemented an education course to mentor peers
- Mentored newly hired reps on the sales process and helped develop a more repeatable training program
Community Outreach Coordinator
Rockin' Jump
09.2012 - 12.2016
- Developed Advisors through regular structured coaching sessions focused on individual opportunities and driving True Advisor Excellence
- Earned exceeds rating in both 2023 and 2024 year-end performance reviews
- Led the top performing Life Services Financial Solutions Advisor team in 2024 based on PRT, achieving 117% to goal in Balance Growth and 100% to goal in Quality Solutions
- Developed the 1st, 4th and 8th ranked Life Services Financial Solutions Advisors in 2024
- Developed a positive team culture focused on individual and team accountability through clear and consistent communication
- Improved internal processes through critical analysis of current results to identify opportunities and partnerships with process adjacent teams
- Effectively developed, rolled-out, and executed associate engagement and client retention initiatives to impact the broader CI business
- Performance Manager Development Program Graduate 2024 - Capstone: Improving Life Servcies through increasing ownership/case length reduction
Skills
- Performance Management
- Sales Management
- Leadership
- Client satisfaction
- Project Management
- Collaboration
- Process Development and Improvement
- Manager development
- Influencing skills
Certification
- Series 7
- Series 66
- Series 9
- Series 10
Accomplishments
- Emerging Talent Program 2022
- Valiant Award 2021
Timeline
Registered Team Manager
Merrill
04.2022 - Current
Senior Investment Specialist
Merrill Edge
03.2020 - 04.2022
Community Engagement Coordinator
Central Parks Management
06.2018 - 11.2019
Project Planner
Vivax Pros
01.2017 - 04.2018
Community Outreach Coordinator
Rockin' Jump
09.2012 - 12.2016
- Series 7
- Series 66
- Series 9
- Series 10