Jeffery W. Alexander
[email protected] 704/906-5919 (cell) Business Development / Sales and Marketing / Relationship Management / Client Se rvices Professional Accomplished, energetic, and skilled leader in consultative selling, market pene tration, prospect calling, referral network development, relationship building, account management, contract negotiations, with emphasis on client services. A top performer with a proven record of growing the customer base and increasing s ales revenues year over year. Strong background in financial services software development, technology, Mortgage Banking and not-for-profit management / donor base development. QUALIFICATIONS SUMMARY * Excellent relationship building and organizational skills * Strong oral and written communication skills, efficient and effective problem solving skills * Self-motivated, hard worker with strong sense of commitment, can work alone or in team environment * Accomplished in growing sales revenues, market penetration, internal / externa l referral network development * Experienced software developer, technology support, sales and marketing suppor t, customer support, user training * Responsible, high ethics, integrity, flexible in priority changes and willing to learn and grow * MS Office (Word, Excel, PowerPoint, Outlook, Publisher), Lotus Notes, Salesfor ce.com, ACT, PDA's PRODUCTS AND SERVICES Corporate Trust, Institutional Trust and ABS / MBS Structured Finance Product Se ts include: Bond and Owner Trustee, Third Party Escrow Agent, Investment Managem ent, Money Market Funds, Asset and Document Custodian, Employee Benefit, Securit ies Lending, Participant Recordkeeping, Stock Transfer, Life and Structured Sett lements, ACH and Ancillary Financial Services. PROFESSIONAL EXPERIENCE Sovereign Life Investments, Orlando, FL 2009 - Present Introduce accredited investors to a non-correlated asset class that will protect as well as grow their portfolios. Investors purchase fractional units of an ex isting life insurance policy issued by an A rated or better insurance company. * Created LLC, implemented cold-calling process into new prospect markets * Authored and produced sales literature and presentation materials * Developed business plan and executed aggressive calling program on accredited investor prospects and referral network U.S. Bank, Orlando, FL 2007 - 2009 Nations 6th largest banking institution and leading provider of Corporate Trust Services Vice President, New Business Development Officer - Corporate Trust Services thro ughout Florida * Expanded aggressive market penetration on corporations and governmental custom ers and prospects (cities, counties, agencies, districts, schools, hospitals, St ate Agencies, etc.) growing customer base and sales revenues, negotiations
* Participated in periodic industry conferences to meet with prospects, customer s and referral sources * Grew extensive referral network with legal, investment banking, accounting, an d financial centers of influence * Organized and expanded an internal referral team of nationwide bankers that ca lled on the Florida marketplace * Researched / prepared professional proposals, product presentations, marketing promotions, and sales plan Hope Cancer Ministries, Charlotte, NC 2005 - 2007 Local Not-For-Profit providing social services, encouragement and hope to the Ca ncer Community Executive Director * Management oversight of administration, fundraising, operations, budget and re porting * With staff of three, trained volunteer staff of over 90 working with 70 to 100 cancer patients or caregivers * Grew donor base by calling on individuals, foundations, corporations, churches and other institutions * Planned and hosted multiple fund raising events, social and sports activities and dinners * Exceeded business plan to eliminate existing deficit, fund retirement assets a nd build operating reserves Wachovia Bank, N.A., Charlotte, NC (First Union / SouthTrust Mortgage) 1995 - 20 05 Nations 4th largest banking institution and leading provider of comprehensive Co rporate Trust Services Vice President, New Business Development Officer - Corporate Trust Services nati onally * Year over year top performer in sales revenue production. Member of Million D ollar Club 1997, 1998, 1999, 2000, 2001, 2002. The first sales person to break the $2 million sales revenue barrier Jeff Alexander Page 2 * Grew extensive referral network within legal, investment banking, accounting, and financial centers of influence * Expanded aggressive calling program on corporations, governmental customers an d prospects (cities, counties, agencies, districts, schools, hospitals, state ag encies, etc.), contract negotiations * Actively participated in twelve industry conferences to meet with prospects, c ustomers and referral sources * Team Leader of sales team, developed sales and marketing plans, marketing lite rature, sales incentive plans, sales goals with additional management responsib ilities * Built and expanded strong referral network with senior bank management and off icers throughout the U.S. * Authored and co-developed sales literature, marketing promotions and advertisi ng information * Mortgage Banker for 14 months with SouthTrust / Wachovia NationsBank, Charlotte, NC (Citizens & Southern / Bank of America) 1985 - 1995 Leading national banking institution and leading provider of comprehensive Corpo rate Trust and Benefit Services Vice President, New Business Development Officer - Corporate / Institutional Tru st Services throughout U.S.
* Year over year met or exceeded assigned sales goals and top performer in reven ue production within the sales team. In 1989 & 1994 exceeded sales goal by 45% and continued to raise the bar for new sales revenues. Member of Home Run Sales Club, 1989, 1992, 1993, 1994 * Expanded aggressive calling program on corporations and governmental customers and prospects (cities, counties, agencies, districts, schools, hospitals, state agencies, etc.), contract negotiations * Actively participated in eleven industry conferences to meet with prospects, c ustomers and referral sources * Grew extensive referral network within legal, investment banking, accounting, and financial centers of influence * Designed and developed sales and marketing literature, promotional information used throughout the sales process * Built and expanded strong referral network with senior bank management and off icers throughout the U.S. * Implement extensive cold-calling process in markets with no bank financial cen ters RELEVANT SOFTWARE DEVELOPMENT AND TECHNOLOGY EXPERIENCE * Managed product development of the Employee Benefit Retirement Services and St ock Transfer applications * Designed, co-developed and managed micro-computer based Personal Trust accoun ting application * Senior Systems Analyst - Corporate and Personal Trust applications, Bond Payme nt system, ACH software * Created and managed Trust Applications Support Group - sales / marketing suppo rt, user training / conversion team * Developed user training manual / course material and served as Class Instructo r * Routinely interfaced with all levels of management and staff within the Trust and IT Departments * Traveled nationally making product presentations, customer training and provid ing on-site systems & IT conversions * Participated in national industry conferences providing product presentations and technical support Manager, Product Development for NMF, INC., Charlotte, NC Corporate Trust, Personal Trust and Employee Benefit Retirement Services applica tions on-line accounting services Senior Systems Analyst for COMSHARE TRUST SERVICES, INC., Charlotte, NC Sales support and customer training of Corporate Trust, Personal Trust and Emplo yee Benefit Retirement Services applications Senior Systems Analyst for ALLIED FINANCIAL SERVICES, INC., Charlotte, NC Senior programmer, customer support and training of Personal Trust, ACH and Bank ing applications Senior Programmer / Senior Systems Analyst for FLORIDA SOFTWARE SERVICES, INC., Altamonte Springs, FL National provider of Personal Trust and Banking software applications EDUCATION AND TRAINING * A.S. in Computer Science, Seminole Community College, Sanford, Florida * Completed Junior Year equivalent courses for B.S. in Business Administration / Sales & Marketing with 4.0 average * Completed Multiple Consultative Sales Training, Time Management, and Leadershi p / Management Training courses
* Cannon Financial Institute, Certified Corporate Trust Specialist - CCTS LEADERSHIP AND VOLUNTEER EXPERIENCE * Association for Corporate Growth (ACG), a networking community of business pro fessionals * Church Leadership - Elder / Deacon, served as Chairman of the Elder Board, Hig h School Youth Group - teacher, mentor * Habitat for Humanity volunteer, Missions trip to Cuba * Caregiver volunteer for cancer patients - Hope Cancer Ministries
