Director of Development Resume
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Resume:
BEVERLY J. CULLEN
York Hill Road • Etters, PA Home: • Mobile: •
Fortune Financial Services Professional: I have been fortunate to build a financial practice with two of the strongest and most respected financial services companies, Smith Barney and Wachovia Securities. In my career I have also had the privilege to work with a few other recognized companies; Commerce Bank, Susquehanna Bank and Sovereign Bank. In my management and business development capacity I have been instrumental in the growth and development of new markets, effectively trained staff and departments as well as worked in the research and development of new procedures promoting growth of the institutions.
Problem solving and innovation: Over the past years I have used my experience to build strong teams, streamline operations and establish consistent growth. I have a proven track record of improving profits, expanding assets while reducing overall expenses in a wide range of situations. Drawing on past experiences, established aggressive business development programs resulting in outstanding growth for the organization.
Non-profit fund raising experience: Through my affiliations with multiple non-profit organizations holding positions as board of director’s member, committee chair, co-chair of capital campaigns, I have worked with various teams to raise millions of dollars to reach each of the respective organization goals.
Selected Achievements and Skills
Associated Vice President Investments with Wachovia Securities and as a Financial Consultant with Smith Barney () I competently developed and implemented annual business plans that include weekly, monthly, and annual goals for asset and revenue growth and achieve those goals. Built a solid practice managing assets in excess of $ million through cold calling, seminars, and referrals; while also assuming additional responsibilities as office software technical coordinator and trust specialist. Additionally took on the responsibility to effectively train new consultants on products, sales techniques, and client development.
Assistant Vice President/Business Development Manager Commerce Bank (–) –Initiated and executed successful program to prospect and gain new accounts in expanding market areas. Created a private banking program for high-net-worth clients and improved service to corporate clients by developing and implementing a cash management system. Initiated and implemented an aggressive cross-selling program for teller and customer service staff resulting in % growth in deposits. Increased new corporate checking accounts and small business loans by initiating an outside calling program. Improved teller performance by collaborating with branch managers on development of new teller training. Turned around two underperforming branches through customer service training and expanded business development resulting in revenue growth % in excess of goals.
Skills: Exceptionally strong written and verbal communication skills. Highly personable and able to work with executive management and board of directors as well as volunteers. Proficient in solving problems and implementing solutions under tight deadlines. Able to effectively recruit volunteers, synthesize diverse ideas and coordinate teams to plan large events.
Career Overview/ Middle Market and Fortune Experience
Wachovia Securities, York, PA: Associate Vice President, Investments - Smith Barney, York, PA: Financial Consultant-Financial Planning Specialist Wilson Gregory Agency, Commerce Bank Harrisburg, Susquehanna Bank, Sovereign Bank. Associated with multiple companies in the banking and insurance industry for over a decade. Progressed through numerous positions including Management Trainee/Credit Analyst with Sovereign, Corporate Trainer and Internal Consultant with Susquehanna Bank’s Citizen’s National Bank, Bond Desk Operations Manager with Wilson Gregory, Assistant Vice President of Business Development with Commerce Bank.
Education and Personal Development
Bachelor of Science in Education West Chester University, West Chester, PA
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