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Marie
US-Minnesota-St. Paul
Director
I am seeking a Financial Advisor position with training or mentoring.
Marie DeVoe-White
1634 Laurel Avenue
Saint Paul, MN 55104
Home: (651) 917-5049 Cell: (651) 269-3523 marie.devoe-white@opco.com
Objective
Position of Financial Advisor
Summary
Exceedingly knowledgeable and trusted Institutional Sales Representative with a background in providing clients with information on new and existing debt products, researching information from various sources, negotiating best possible terms with lending source and client, and obtaining pertinent information required for the related financing.
Summary of
Qualifications
• More than nine years of experience.
• Strong self-confidence, maturity, and the ability to work independently.
• Motivated, personable, resourceful, sales professional with a successful six year track record.
• Excellent interpersonal, communication and relationship-building skills. Listen attentively, communicate persuasively and follows through diligently.
• Technically skilled—proficient in Word, Excel, PowerPoint, and Publisher.
• Thrive in deadline-driven environment. Excellent team-building skills.
• Detail oriented, motivated to seek out obscure information.
• Identified new market segments and significantly expanded the existing lender base.
• Strong interpersonal skills and sales ability.
• Proven track record of excellent sales achievement.
Work Experience
Oppenheimer & Co. Inc, 2001 to present, Minneapolis, MN
Vice President-Institutional Sales
Arrange conventional financing through institutions and use private money sources for non-traditional or unique financing requests. Educate self and the lender on the transaction. Contact client on various lending options, progress of offering, and to obtain additional information. Assist clients to make informed decisions. Establish relationships with many lending institutions and private sources nationwide and abroad.
Sales Accomplishments:
• Provide funds for project Equity, Bridge Loans, Constructions Loans, Senior Debt, Mezzanine Debt, TIF financing, and Participating Loans.
• Recognized for ability to quickly establish rapport with clients and lenders, updating and developing new contacts.
• Consistently achieved highest loan sales with syndicated projects and have singlehandedly closed loans with one lender.
• Have sold over $100 million in Participating loans.
Specialize in arranging Construction, Bridge, and Permanent financing from $2,000,000 to $100,000,000 on the following types of real estate:
• Hospitality
• Multi-Family Housing
• Senior Housing
• Gaming
• Renewable Energy
o Ethanol
o Biodiesel
o Biomass
Dougherty Funding, 1999 to 2001, Minneapolis, MN
Sales Assistant - Public Finance
Worked closely with brokers by assisting in sales initiatives. Midyear started selling with assistance of two brokers. Communicated with Lenders and arranged syndicated placements. Developed a lender list for upcoming loan initiatives. Contacted various lenders via phone, email and mail about current loans and future relations. Structured marketing material for loan placements.
Sales Accomplishments:
• Placed stock loans for a high net-worth client
• Sold over $27 million in participating loans
Kinnard Inc., 1998 to 1999, Minneapolis, MN
Sales Assistant – Fixed Income
Sales Assistant to several Institutional Brokers. Communicated with clients and brokers on new municipal bond issues. Set-up new accounts, tracked clients portfolios, placed orders and marketed brokers. Attended conferences with broker to meet and greet clients and lenders/bond buyers. Attended classes to prepare for Series 7 license.
Education
Lakeland College, Sheboygan, WI
BA in Business Administration
Cathedral High School, New York, NY
Credentials
Series 7 and 63
Notary Public
Member of FWI
Fundraising Volunteer
Home and School Association (Chair)
Bloomington Figure Skating Club
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