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Marie-Paule Sinyard

msinyard1@live.com Scottsdale, Arizona 85258 602-314-0962 Mission Statement Draw upon productive financial advisory and broker/dealer experience, leverage existing relationships, and capitalize on innate ability to inspire trust to attract qualified advisor groups to firm. Develop and execute a systematic approach to identify, attract, and close ideal candidates and their referrals to further drive the firms brand and contribute to the bottom line. Leverage extensive database along with independent B/D, wire house, bank channel, RIA, and insurance agency knowledge to most effectively identify partnership benefits to top producing advisors. Value Proposition Successfully sold income investments to target market: adept at networking and building relationships while disciplined enough to systematically cold call qualified prospects Established valued credibility with advisors through personal experience as financial consultant: especially effective in attracting and relating to ethical top producers Acted as Principal: strong respect for compliance concerns and associated risks to firm Developed and executed lucrative systematic procedure: maximized face to face time with qualified reps Moved retail brokerage team to top quintile in production in 6 months Build new relationship with top advisors resulting in largest sale in programs history Co-piloted failing region to top three in production month over month Employment History Cole Real Estate Investments Senior National Key Accounts Manager and Senior Regional Marketing Manager 2009 2011 Managed turn around of REITs market share with 35 broker dealers focusing on top-producers in independent and banking channels Led regional sales team resulting in moving sales from last quintile to top three Led development and execution of system resulting in lead-lucrative CE program and attracting more than 1000 advisors a month Cultivated 350-500 qualified leads per month, successfully building relationships with some of the most productive advisors in the nation Led the team in attracting both new advisors and qualified referrals to the platform Legacy Private Bank Vice President 2007-2009

Developed and implemented plan to identify and attract key prospects while building and managing relationships and closing new business in a very narrow market during the most challenging conditions on record Designed and led plan to convert service issues into sales opportunities; based plan on the highest level of client service and surpassing client expectations Built marketing and sales program designed to attract new relationships and prevent attrition while building the Legacy brand Developed strong relationships in the community through consistent marketing, networking, and volunteering

Marie-Paule Sinyard
msinyard1@live.com Phoenix, Arizona 85032 602-314-0962

DL Incorporated Lead Consultant

2000 -2007

Leveraged knowledge of and relationships in finance and banking to lead the team nationally in consultative sales to the affluent market in high end commercial and residential real estate management and renovation (minimum annual fees of $150,000) Consulted with team of advisors including private bankers, financial consultants and attorneys to shorten sales cycle and cross-sell respective services Earned repeat business from 80% of top tier clients Wachovia Securities Personal Investment Consultant and Team Leader


Managed and acted as principal for team of 15 licensed investment advisors acting as mentor and large asset portfolio manager Worked closely with private banking, trust and loan specialist to capture 100% of individual and corporate bank client business resulting in moving team from last quintile to top quintile in six months Brought new assets and loans to the bank through successful seminar, networking, and client appreciation initiatives Co-led division panel of bankers and investment advisors to remedy a failed transition from traditional banking to modern financial centers. Coordinated input from bank employees, affluent bank clients, transaction-oriented clients, and brokerage clients to create a compensation and customer service program resulting in one of the largest bank mergers on record Leveraged strong communication skills, investment and wealth planning knowledge to attract new business to bank Merrill Lynch Personal Investment Advisor 1994-1996

Completed intensive 2 year professional development program in 13 months as a new broker resulting in $1,200,000 of new assets, 172 new accounts, and $150,000.00 in fees Won new business through joint effort seminars with top tier accounting and estate planning firms Earned consistent position in top quintile of production in an office of 90 advisors Mulford Group Trader CAC Futures, Paris, France (Internship) 1993-1994

Determined ROI and trading position on the floor of La Bourse for market maker of CAC futures after gaining the designation of youngest licensed investment advisor in the country Skills Set, Education, and Affiliation
Strong group presentation skills Phoenix Committee on Foreign Relations BBA International Finance, University of Georgia Dale Carnegie Graduate Strong analytical, organizational, and time management skills Project Cure Merrill Lynch PDP Graduate Opportunity International Board of Governors

NASD Securities Licenses Held: Series 7, Series 63 Licenses Earned: Life, Health, Variable Annuity, Series 65 and 24, Inactive