Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Steven Ramsden

Willow Grove,PA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Advanced Internal Advisor Consultant

Hartford Funds
Wayne, PA
03.2019 - Current
  • Grew a territory’s total sales from a run rate of 112 million dollars when I started to over 225 million in sales in 2023, by implementing a client first strategy focused on growing our smaller producers into 500k clients.
  • Implemented a targeted campaign at Ameriprise focused on getting access to the best advisors in our territory utilizing customized email copywriting and targeted promotional items that led to year-over-year sales at Ameriprise tripling.
  • Developed an investment screening process designed to streamline portfolio construction for Edward Jones Advisors. This not only led to quarterly calls with over a 100 advisors that used this process, but also helped Edward Jones become our best selling firm in the territory.
  • Connected with over 100 financial advisors per month through scheduled engagements, call campaigns, and targeted emails to retain old clients and prospect new ones

Regional Sales Consultant

Prudential Retirement
Fort Washington, PA
07.2018 - 01.2019
  • Partnered with my external wholesaler to deliver annual sales in excess of 100 million dollars against a sales goal of 70 million, turning a new territory into a top producing one.
  • Leveraged strategic internal and external partners to deliver a series of national Webex presentations on everything from investments to value add resources, to help educate and foster deeper ties with our best clients
  • Developed a dabbler first initiative designed to turn smaller producers into top clients that led my territory to having one of the highest market shares in the company

Advisor Support Consultant

Balckrock
Princeton, NJ
06.2015 - 07.2017
  • Respond to phone calls from financial advisors promptly and professionally, delivering the full depth and breadth of Blackrocks knowledge and products.
  • Created and distributed analytics reports from Morningstar and ALADDIN to help our sales team best position our products to potential and current clients
  • Obtained my Finra Licenses and then made outbound phone calls to financial advisors regarding new products, marketing ideas and scheduling meetings.

Education

BBA - Finance And Accounting

Villanova University
Villanova, PA
05-2015

Skills

  • Business Analysis
  • Products knowledge
  • Fund solutions
  • Data Evaluation
  • Investment strategies
  • Market trend expertise
  • Portfolio Management
  • Territory Management
  • Sales Support
  • Consultative sales skills
  • Financial Planning
  • Sales Presentations

Certification

Chartered Financial Analyst (CFA) Examination Level 1, Passed

Series 66 – Uniform Combined State Law

Series 7 – General Securities Registered Representative

Timeline

Advanced Internal Advisor Consultant

Hartford Funds
03.2019 - Current

Regional Sales Consultant

Prudential Retirement
07.2018 - 01.2019

Advisor Support Consultant

Balckrock
06.2015 - 07.2017

BBA - Finance And Accounting

Villanova University

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Steven Ramsden