Saul Lebrun - President Resume Simple
To obtain a position in a growing company where I can utilize my experience and education to help the organization achieve its goals and objectives.
  • net, financial services, clients, management, wealth management
  • mentor, financial planning, management, wealth management, planning, retirement planning
  • 2017-12-252017-12-25


    NYC Housing Authority

    • Provide financial services to high net worth clients and prospects for the firm. This includes the development of new and existing client relationships.
    • Built a book of business with a focus on wealth management, retirement, and investment. This included the creation of a new client base, and the development of a new client base.
    • Responsible for the development of the company's first wine and beverage products. Also, the company grew from a negative to a low-income customer.
    • Created a new business plan and implemented a new sales process that increased revenue by over 35%. Improved the company's profitability by 15%.
    • Developed a new business plan for the company, which resulted in a 10% increase in revenue.a year of the year was sold to the company.
    • Successfully managed a team of five to ensure that all sales goals were met. Exceeded sales goals by 150%.
  • 2017-12-252017-12-25

    Senior Financial Advisor


    • Responsible for financial planning and retirement planning for high net worth individuals. (i.e., A.
    • Successfully managed a team of five financial advisors in the wealth management group. Developed and implemented a new sales process to meet the needs of the client.
    • Mentor and coach new employees on the use of the financial products. This includes the development of a plan to help them reach their goals.
    • Responsible for all aspects of the business including: sales, marketing, and operations. Developed and implemented a new product development program.
    • Created a comprehensive financial plan for the firm to help them reach their financial goals. Worked with the client to develop a plan to achieve their goals.
    • Consistently exceeded sales goals by 150% of goal. In addition to the branch Manager, I was responsible for the development of new business.