THOMAS SULLIVAN
Minneapolis,MN
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
35
35
years of professional experience
Work History
Sales Manager/Project Manager
FLAIR FOUNTAINS
03.2012 - Current
- Sold architectural water feature systems to construction general contractors, landscape design/architects and facility managers throughout the U.S
- Procured sales leads using iSqFt, Bluebook, Dodge, and other construction lead management sites
- Obtained site drawings/specification sheets for each project that was bid
- Used proprietary pricing software and produced detailed proposals for each project
- Closed numerous projects ranging from $30K to $250K.
Delivery Driver
FEDERAL EXPRESS/MVS
10.2021 - 06.2023
Insurance Product Wholesaler
CPS ADVISORY GROUP
01.2009 - 06.2011
- Partnered with independent financial/insurance professionals, providing product solutions for their client's Life, Disability, and Long-Term Care insurance needs
- Recruited over 30 financial professionals to utilize the firm to assist in underwriting and placing their insurance business
- Assisted in the client's casework, specializing in impaired risk case
- Represented over 50 insurance companies, providing specific product knowledge and sales ideas to clients
National Advisor Trainer
AMERIPRISE FINANCIAL, Inc.
01.1994 - 06.2006
- In conjunction with Personal Financial Advisor responsibility, selected to train advisors and staff nationwide on technology and financial planning software, including Morningstar Advisor Workstation, Client Data Management, Apex Select, and FASware
- Performed live training using a combination of PowerPoint decks, interactive software, and video
- Assisted in the development of training manuals and other tools, including CD, corporate training video, and WebX
- Instrumental in the development of the National Advisor Trainer role
- Facilitated training of other National Advisor Trainers
- Exceeded Morningstar Advisor Workstation software subscription goal by 200%
- Consistently received the highest marks on evaluations from trainees and upper management
Personal Financial Advisor
AMERIPRISE FINANCIAL, Inc.
02.1990 - 06.2006
- Advised clients in achievement of their financial objectives by providing financial planning and investment advisory services
- Specialized in retirement, education, insurance, and estate planning
- Oversaw all aspects of practice, including marketing, staffing, continuing education, office/technology leasing and business planning
- Built a diverse/dynamic client base of over 240 clients, with $45 million in assets under management
- Achieved consistent business results, generating $225k to $275k in total GDC for 10 years running, placing in the top 25% of over 10,000 advisors nationwide
- Qualified for numerous awards, including Mercury, Silver Team, Advanced Advisor Group and Presidential Award for Quality, all based on exceptional performance criteria
- Chosen as member of Twin Cities Advisor Media Relations group, which led to live television and radio appearances.
Training Manager
AMERIPRISE FINANCIAL, Inc.
01.1992 - 12.1993
- Developed the skills of first-year financial advisors in all areas needed for competency
- Actively involved in first-year advisor selection process
- Trained 5 advisors, 3 of which I personally recruited, and all earned their Mercury Award, given for achievement of first year production and quality
- 3 advisors still in industry, 2 as active producers, 1 as a Regional Vice President.
Education
B.A. - Finance
University of Wisconsin-Stevens Point
Stevens Point, WI01.1988
Skills
- Relationship Building
- Sales team training
- Staff Management
- Goals and performance
- Sales expertise
Other
- Minnesota State High School League (MSHSL) certified basketball official
- Member of Minneapolis Officials Association (MOA) and Independent Officials Association (IOA)
- Head Coach - Minneapolis Youth Baseball Association (MYBA)
- Head Coach - Southwest Youth Basketball Association (SWYBA)
- Director/Coach Coordinator/Head Coach - Pearl Park Youth Football
Timeline
Delivery Driver
FEDERAL EXPRESS/MVS
10.2021 - 06.2023
Sales Manager/Project Manager
FLAIR FOUNTAINS
03.2012 - Current
Insurance Product Wholesaler
CPS ADVISORY GROUP
01.2009 - 06.2011
National Advisor Trainer
AMERIPRISE FINANCIAL, Inc.
01.1994 - 06.2006
Training Manager
AMERIPRISE FINANCIAL, Inc.
01.1992 - 12.1993
Personal Financial Advisor
AMERIPRISE FINANCIAL, Inc.
02.1990 - 06.2006
B.A. - Finance
University of Wisconsin-Stevens Point
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