Ms.

Devin Reed
Vero Beach, FL
772-215-5443
QUALIFICATIONS PROFILE
Performance-driven, insightful investment banker with a proven ability to achieve and
exceed all business development and revenue-generation goals in high-pressure
environments.
Skilled at consulting with clients to delineate and analyze their financial situations
and develop strategic solutions to further their financial-planning goals.
Relationship development expertise that complements the ability to aggressively
build solid client base and drive revenue growth.
Comprehensive knowledge of and experience in leveraging numerous
Investment, and banking instruments in a variety of complex scenarios.
Proven leadership and team-building skills, coupled with the ability to direct
strong teams in managing customer relationships and providing investment, and banking
services.

Skills Summary
Client Management Marketing
Asset Classes Financial Products Strategic Planning
Closing Techniques Team Collaboration Territory Marketing
Sales and Sales Management
Duties & Responsibilities
Implement customized solutions, tailored to the changing needs of each
respective client, in an effort to help clients achieve their financial goals
Lead through example with consistent work ethic and professionalism, while
overseeing sales operations, executing critical presentation and closing functions,
and both managing and leveraging key business, and client relationships
Execute needs-based analyses and situational assessments to develop, market
and position financial products and services, generating increased revenue through
improved close ratios with customer-focused and consultative, relationship-based
sales strategies
Provide continuous assessment of key markets, territories and potential clients,
while furnishing oversight and guidance regarding effective business acquisition
strategies, prospecting techniques, client service and market trends
Identify and utilize sales talent among team members with focused solutionbased training, targeted professional recruitment and the promotion of a
performance-based entrepreneurial environment that leverages individual talents
for group benefit
Address key client queries and resolve them in an expedited manner, promoting
sustained revenue growth through client retention and the leveraging of related
business opportunities
Leverage knowledge of effective objective handling and closing techniques to
increase client assets
Create and implement marketing campaigns, sales strategies, incentive contests
and promotional programs, while tracking progress
Develop and maintain a strong working knowledge of various financial markets,

proprietary products, services and related marketplaces, including regulatory

trends, customer demands, competitor strengths and industry developments
Licensures/Affiliations/Education
Currently hold -Series 6, 63, 65, 7, and Life, Health and Variable Annuities
*Currently enrolled at Indian River State College working towards my Bachelors in
Business Management
PROFESSIONAL EXPERIENCE

September 2010-Present

Inventor and CEO of Molar Muncher Baby Teether Global

Company

Jan- 2014- Present

Portfolio Manager PASI Inc.

November 2006-Oct 2013

BANKING INDUSTRY Investment Banker

May 1997- Oct 2006

BMW NA Product Specialist Manager/Facilitator

May 2002-May 2005

Dr. David Glener / Anesthesiologist Assistant

1.

*References upon request