Michael V.

Jones
10041 SW 2nd St. Plantation FL 33324 mj504fb2@westpost.net (954) 732-3018
QUALIFICATIONS
* Over fourteen years of experience in the financial service industry providing
a well rounded background of product knowledge and information.
* Highly skilled in developing excellent relationships with key decision makers
and business partners to support overall sales and marketing objectives.
* Straightforward and persuasive communicator; able to tailor an approach to mee
t the needs of specific audiences.
PROFESSIONAL EXPERIENCE
9/2009 - To present Morgan Stanley Smith Barney, Financial Advisor, Ft. Lauder
dale
* Currently working with high net worth clients by advising proper investment ap
proaches, as well as implementing effective retirement and legacy planning strat
egies.
1/2008 - 4/2009 Transamerica Capital Inc., Vice President, Regional Sales Manage
r, North Florida
* Responsible for variable and fixed annuity sales in the major wirehouses and r
egional firms in North Florida.
* Within 9 months, I increased the overall territory sales by 90% and increased
the producer count by 52% by establishing key relationships with top tier produc
ers and major centers of influence within the territory.
* Provided long term solutions to clients of financial advisors by positioning a
nnuities to help them meet their financial goals while increasing the advisor's
overall sales production.
6/2006 - 1/2008 Prudential Financial, Vice President, Regional Sales Manager,
North Florida (reassigned due to buyout of Allstate)
* Responsible for variable annuity sales in the major wirehouses in North Florid
a.
* Increased overall sales by more than 158% year over year.
* Established key relationships with top producers, Regional Directors, and Bran
ch Managers within the territory.
10/2003 - 6/2006 Allstate Financial, Vice President, Regional Sales Manager, S
outh Florida
* Produced 57 million in variable and fixed annuity sales in the first year of t
he territory that was #3 in the division.
* Increased the overall business 88% from previous year, earning Rookie of the Y
ear honors.
6/2001 - 10/2003 Putnam Investments, Sr. Regional Marketing Associate, Boston
MA
* Marketed full spectrum of Putnam Investments products including open and close
d end mutual funds, separately managed accounts, annuities, 529 plans and retire
ment plans to financial advisors in Southern California and Hawaii.
* Coordinated sales management of territory through extensive home office suppor
t and regular field travel.
10/2000 - 4/2001 Putnam Investments, Regional 401k Specialist, Boston MA
* Represented Putnam Investments on an internal basis in its sales effort to fin
ancial advisors in dealing with mid market 401k plans in IN, IA, MO, KY, TN, and
GA.
* Coordinated efforts for the financial advisor to effectively convert existing
401k & profit sharing plans to Putnam Investments retirement plan platform.
EDUCATION & LICENSES
Allegheny College, Meadville PA, BA History
NASD Series 7, 63, 65, 31 and FL Life & Variable Annuity
Referrals Available Upon Request