Director of Operations
Senior Vice President
Chief Financial Officer
Chief Operating Officer
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
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%.
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.
Fight Song Lyrics
National Penn Bancshares, Inc.