mike coleman resume 8.13
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7/27/2019 Mike Coleman Resume 8.13
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MIKE COLEMAN(303) 253-2333 [email protected]
PROFESSIONAL EXPERIENCE
1/2010 Present CHARLES SCHWAB - STOCK PLAN SERVICESSENIOR TRADINGMANAGEREXECUTIVE SERVICES & SECTION 16
Spearheading a business turnaround to increase revenue, create scale, mitigate risk and improve employeeengagement
Developing the team into a sales leader through coaching and emotional intelligence training Built partnership with Executive Financial Consultants to incorporate 10b5-1 plans into their prospecting strate Use trend forecasting to mitigate losses from trading errors, resulting in a decrease of 780% YTD
TRADINGMANAGER - STOCK PLAN SERVICES
Led a departmental overhaul by developing a culture of excellence, casting vision and building trust and loyaltythat has increased all performance metrics
Provided leadership in sales and trading directives, increasing sales growth more than 300%
Managed the Facebook onboarding through relationship building, offering an algorithmic trading platform andanticipating customer needs resulting in $2.2 billion in additional client assets
Created efficiency standards that have saved the company more than $750,000 to-dateADVISOR SERVICES - TRADER
Provided world-class service and advanced trading strategies to high net worth clients6/2008 - 7/2009 MORGANSTANLEY SMITH BARNEY
TEAM SALES MANAGER
Managed, motivated, coached and tracked sales force of four to achieve daily, weekly and monthly sales goals Increased new business proposals by 21.7% through targeted marketing campaigns and cold calling Directed and executed business development and strategies to increase assets under management
8/2006 - 10/2007 PERFORMANCE TRUST CAPITAL PARTNERSINSTITUTIONALINVESTMENT ADVISOR Built client base of $135 million in fixed income securities through board level presentations Calculated total returns on collateralized mortgage obligations (CMOs) through cutting-edge modeling on
Bloomberg for individual securities and multi-billion dollar portfolios
/2005 - 7/2006 A.G. EDWARDS AND SONSFINANCIAL CONSULTANT
Accrued customer assets of more than $16 million by networking, cold calling and exceptional service and advifinishing in the top 10% of all financial consultants nationwide
EDUCATION AND CERTIFICATIONS
5/2013 UNIVERSITY OF DENVER
Professional Masters of Business Administration (MBA) concentration in Entrepreneurship and Innovation6/2004 TAYLOR UNIVERSITY
Bachelor of Arts with a major in Business Management and a concentration in Finance and InvestmentsLICENSES and CERTIFICATIONS
College for Financial Planning - Accredited Asset Management Specialist (AAMS) FINRA Series 10, FINRA Series 9, FINRA Series 7 and FINRA Series 66
NON-PROFIT BOARDS
SUN VALLEY YOUTH CENTER - BOARD CHAIRMAN Lead an organizational overhaul resulting in profitability, efficiency and sustainability Provide council for donor relations, brand management, operations and marketing
Inspiring Leadership Business Turnarounds Global Tax Consulting Financial Modeling Sales Management Problem Solving
Sales Coaching Change Management Relationship Building
Sales Leadership Capital Markets Risk Management
mailto:[email protected]:[email protected]:[email protected]:[email protected]