Summary
Overview
Work History
Education
Skills
Timeline
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Jonathan Miller

Sydney,NSW

Summary

Experienced salesperson with fifteen years of focus in the stock market, selling roughly $500,000,000 worth of investment products to clients and prospects.


Goal-oriented leader who's led multiple sales teams on Wall Street to present and sell various financial products to clients and prospects; also teaching how to build strong, long-lasting client relationships.


Fantastic negotiator with success at working efficiently under constant pressure.


Accomplished broker, full of energy, works great with people, and most importantly, loves to sell and drive business!

Overview

14
14
years of professional experience

Work History

Stock Broker

New Age Venture Capital
08.2016 - Current
  • Meet with CEO's and CFO's of mega corporations to analyze and question their business strategy to seek investment opportunities for clients.
  • Meet with clients and prospects to upsell and grow accounts leading to over 400% growth in customer accounts.
  • Cold call prospects to business owners domestically and internationally to present our company products, set up investment accounts, personally build and maintain solid relationships, and invest their money in U.S equity markets.
  • Trained and managed multiple teams of stockbrokers while teaching them how to prospect, build and sustain client relationships, and raise money for investments.
  • Negotiate and execute complex financial transactions with domestic and international clients.
  • Monitor market trends and develop strategies to capitalize on potential opportunities.

Stock Broker

Legend Securities
01.2014 - 07.2016
  • Presented to dozens of prospects daily to sell company products and investments.
  • Worked on behalf of companies to buy and sell financial instruments.
  • Built and deepened productive relationships with prospects and clients driving revenue and sales.
  • Discussed financial options with clients and provided informed investment suggestions.
  • Traded stocks, bonds, options and other strategic investments looking to increase profits for client accounts.
  • Identified market leaders by utilizing and analyzing data from technical tools and software.

Life Insurance Agent

New York Life & NYLIFE Securities
04.2012 - 12.2014
  • Conducted multiple monthly seminars presenting and selling company products to prospects, setting up investment accounts, and building client relationships.
  • Led a team of insurance agents while teaching them effective ways to set up seminars and workshops to drive company sales.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies and investments for their business.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Increased sales of life insurance products through tactical customer outreach.

Stock Broker

John Thomas Financial
01.2010 - 02.2012
  • Worked on behalf of companies to buy and sell financial instruments.
  • Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
  • Created and implemented strategic trading approaches.
  • Bought and sold a variety of investment products for clients such as stocks, private placements, options, bonds, mutual funds, annuities etc.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Education

Bachelor of Arts - Politcal Science

Temple University
Philadelphia, Pennsylvania
05.2009

Associate of Arts - Sports And Fitness Management

Morrisville State College
Morrisville, New York
05.2006

Skills

  • Extensive experience with prospecting B2B
  • Client relationship building
  • Rapport building skills, strategic thinking
  • Sales Closing
  • Team collaboration
  • Adaptability and flexibility
  • Attention to detail
  • Fast and quick learner
  • Conflict resolution

Timeline

Stock Broker

New Age Venture Capital
08.2016 - Current

Stock Broker

Legend Securities
01.2014 - 07.2016

Life Insurance Agent

New York Life & NYLIFE Securities
04.2012 - 12.2014

Stock Broker

John Thomas Financial
01.2010 - 02.2012

Bachelor of Arts - Politcal Science

Temple University

Associate of Arts - Sports And Fitness Management

Morrisville State College

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Jonathan Miller