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JOEL B. KOLNER 3440 Sandstone Ct., Lake in the Hills, IL 60156 847-553-1979 jk130dd70@westpost.

net DIRECTOR / MANAGER - SALES & MARKETING - SR. ACCOUNT EXECUTIVE Key Accounts / Growth Strategies / Business Development / Promotions / CRM / Bra nding / Events / Web Consultative Sales / Market Penetration / Focus Groups / So lutions Selling / Presentations / Collateral / B2B Directed successful marketing, business development and sales initiatives, incre asing revenues for firms in multiple industries, including financial services, m edical devices and office equipment/supplies. Designed and rolled out print and web-based marketing campaigns, capturing new clients and penetrating new market segments. Delivered best-in-class client service, fostering account retention an d increased sales to existing base. Personally managed client portfolios to $600 M and supervised teams handling portfolios to $1.5B. CAREER HISTORY Director of Business Development & Investment Consultant, Strategic Capital Inve stment Advisors, Inc., an institutional investment consulting firm, January 2010 -August 2010. Charged with developing sales initiatives and strategies to intro duce the firm to the religious based institutional market space. Created opport unities for more than $40M of new assets. Director of Marketing & Business Development, The Stewardship Center, Inc., spec ialty financial services and investment management firm, 2004-2009. Develop and execute marketing campaigns and sales initiatives to boost revenues, increase ma rket penetration and promote growth of assets under management for institutional investors. Regional Director, Christian Brothers Investment Services, Inc. (CBIS), $4B fina ncial service and investment management firm, 1994-2004. Developed and implement ed strategic growth initiative and marketing campaigns. Successfully penetrated new markets in Western US, facilitating asset growth from $900M to $2.5B. Manage d key accounts. Planned and delivered seminars and presentations. Collaborated o n client service improvement programs. Wholesale Account Representative, Kemper Financial Services, Inc., financial ser vices and investment advisory provider, 1991-1994. Promoted mutual fund sales an d developed relationships with key internal and external stakeholders. Earlier: Account Representative, medical devices supplier, and Media Products Sa les Representative, NCR. KEY SKILLS Recognizing and seizing on opportunities for revenue and profit growth. Leveragi ng new products to prospect and win new accounts. Designing and managing multi-c hannel marketing campaigns to boost market share. Uncovering and penetrating unt apped niches. Using traditional and cutting-edge media to communicate and enhanc e brand identity. MBA, with honors, Keller Graduate School of Management. BBA, University of Iowa. SELECTED ACCOMPLISHMENTS Designed and executed new CBIS marketing program, growing brand exposure and inc reasing sales. Asset base was stagnating. Tapped by top management to lead marke t penetration initiative. Developed and launched narrowly targeted marketing cam paign. Planned and conducted events for prospective and existing institutional i nvestor clients. Created multi-channel marketing collateral. Gained significant

increase in brand exposure with target audience, generating new investment accou nts and sales in first six months with steady ongoing growth thereafter. Leveraged new CBIS products, expanding client base and growing assets under mana gement $35M. Firm wanted to increase asset and client base with addition of new investment options. Developed and implemented marketing plan targeting existing client and potential new accounts. Reviewed asset allocation of current accounts and made recommendations for investment in new mutual funds. Increased AUM 35% to $135M first 18 months. Convinced leading accounts to switch firms to Stewardship, adding $80M new AUM i n two years. Company sought to increase sales. Recruited to bring new clients to firm through exploiting existing book of personal business. Identified and met with executives from leading prospects. Created marketing collateral and present ation to emphasize value proposition in switching investment managers. Convinced several accounts to move, delivering 20% increase in AUM. Launched annual CBIS seminars for clients, solidifying existing accounts and gai ning new business. Firm lacked penetration in Western US market. Recognized impo rtance of relationship building through face-to-face contact with leading prospe cts in niche market. Planned and executed series of local annual meet-and-greet/ educational seminars for key institutional investors. Won at least one new major account at each event. Developed and launched website for CBIS, building visibility and brand image to win new clients. Firm needed expand client base. Recognized opportunity for crea ting Internet presence. Formed and led web design/marketing task force. Conducte d client focus groups to determine needs and preferences of key accounts. Develo ped site specifications.

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