Experienced Wholesaler Available -Midwest Based - (Posted by John Hnastchenko on December 03, 2003 at 13:57:59)
In Reply to: 30 Mutual Fund Wholesaling positions posted by Richelle Konian on November 19, 2003 at 17:33:11
John Hnastchenko 17294 66th Plc. N Maple Grove Mn. 55311 612-867-4319
Relationships in Place:
Wirehouse Channel -Excellent Regionals ............ -Excellent Planners............... -Excellent
Summary of Qualifications
. Vice President with more than 18 years experience in investments management consulting/wholesaling with a record of consistent accomplishment in building productive territories,exceeding goals,capturing key accounts,developing and implementing strategic plans to penetrate target markets.
09/2000 present -American Express Financial Advisor's Region Vice President-Outside Wholesaler/ Mutual Funds/Separately Managed Accts/Variable Annuities. (Midwest Territory)-8 states MN,IA,WI,SD,NE,KS,OK,TX .Conducted large group training for advisor's .Ranked # 1 last three years for growth and volume increases .Helped implement fusion training for other AEFA wholesalers .Ranked #1 in Surveys for adviser satisfaction and leadership assessment
11/99-6/2000 Morgan Stanley Dean Witter Vice President Sales-Business Development : Helped develop a Affluent Market Program for top producers. It included client acquisition and Seminar marketing . The Programs focus was on Wrap products offered through Morgan Stanley. . Increased Assets under management per advisor 40% in 6 month program
5/1996 - 11/1999 Dain Rauscher Wessels, Inc. Edina, MN Vice President, Sales /Annuity Coordinator * Top Producer recognized for annuity sales in excess of $23 million. * Selected producer to attend "Top Gun" program designed to assist top producers in the area of expanding personal business through the use of practice management tools. * Developed and implemented marketing plan for municipalities to assist them in managing their investment portfolios. * Performed financial and estate planning assessments for individuals and corporations. Assessments included a customized proposal and appropriate recommendations were implemented.
9/1992 - 5/1996 Paine Webber Minneapolis, MN Vice President, Sales * Managed and developed client base of key individual accounts. * Introduced insurance solutions to small and medium sized business owners. * Received top producer recognition in asset management sales. * Developed and implemented sales strategy to acquire 401(k) business which included developing and conducting group presentations to decision makers.
1/1989 - 9/1992 Robert W. Baird and Company Minneapolis, MN Vice President, Sales *Expanded sales experience to include 401(k) and defined contribution industry to small and medium sized companies. *Maintained sales and servicing of over 100 relationships. *Selected producer to attend training "Marketing to the Affluent". *Developed and maintained an extensive network of professional contacts and referral sources.
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