Walter Reynolds
Financial Analyst
Brunswick,ME
Summary
Inside Sales Representative with a strong record of increasing sales from $500,000 to $1.65 million in two years. Expertise in account management and pipeline development, driving revenue growth through effective relationship management. Skilled in analytical problem-solving, ensuring high levels of customer satisfaction and trust. Proven ability to engage clients through personalized strategies and proactive solutions.
Overview
25
25
years of professional experience
2
2
Certifications
Work History
Inside Sales Representative
Hammond Lumber
Brunswick, Maine
07.2023 - Current
- Cultivated strong customer relationships, driving revenue growth from $500000 to $1,650,000 in year two.
- Responded promptly to customer inquiries, ensuring high levels of satisfaction.
Investment Advisor Representative
Lifemark Securities
Peabody, Massachusetts
01.2005 - 07.2023
- Increased assets under management from $0 to $4.0 million through regular client follow-ups and consultative techniques.
- Cultivated trust with clients via personalized communication and proactive engagement strategies such as hosted events and seminars.
- Strengthened client relationships by conducting routine portfolio reviews to assess plan effectiveness.
Private Banking Relationship Manager
KeyBank National Association
Augusta, ME
09.2000 - 11.2004
- Grew portfolio of clients by 10%
- Supervised an initial portfolio of $500,000
- Assisted in managing senior relationship manager portfolio of $4,000,000
Education
Bachelor of Arts - Government
Bowdoin College
BrunswickSkills
- Problem solving and adaptability
- Time management
- Relationship management
- Revenue growth
- Analytical skills
- Account management
- Sales expertise
- Analytical problem solver
- Pipeline development
- Analytical thinking
Certification
Series 7 Certificate
Timeline
Inside Sales Representative
Hammond Lumber
07.2023 - Current
Investment Advisor Representative
Lifemark Securities
01.2005 - 07.2023
Private Banking Relationship Manager
KeyBank National Association
09.2000 - 11.2004
Bachelor of Arts - Government
Bowdoin College