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Robert Jenkins

5411 East Lake Harriet PkwyMinneapolis, MN 55409 • (555) 555-5555 •


Talented Financial Management professional with exceptional Sales and Management skills


• Over nine years of Financial Management experience.     • Proven ability to increase sales and revenue.

• Familiar with managing high net worth accounts.              • Adept at leading and training sales teams.

• Consistent record of growing territories and portfolios.      • Excellent presentation/communication skills.

• Knowledgeable in high net worth estate / tax planning.     • Previously held multiple NASD registrations.



Professional Experience

Windsor Financial Group LLC, Minneapolis, MN                                                             1996 – 2003

Director of Sales (2002 – 2003)

·         Coordinated efforts of six portfolio managers, responsible for entire Minnesota territory as well as large number of national accounts.  Company focused on high net worth clients of over $1,000,000.

·         Developed policies and sales strategies to increase funds under management, acquire new clients, and motivate portfolio managers, while concurrently performing individual sales.

·         Acquired $66 million in new assets through personal sales between 2002 and 2003.

·         Managed total of $254 million in assets, accounting for 45% of company’s total $450 million assets under management.

·         Created and implemented “Campaign 2005,” marketing / sales plan designed to increase assets under management by specific goals each year from 2002 to 2005.  Plan included increased use of referrals, improved training, and motivational techniques.

·         Produced $89 million in additional assets in first year, exceeding $60 million goal.

·         Responsible for 143 of company’s 295 high net worth relationships (48%).


Vice President (1996 – 2002)

·         Marketed company’s services and products to high net worth accounts of $500,000 and up, primarily high net worth individuals, pensions, and foundations.

·         Generated and qualified leads, utilizing outside referral sources (attorneys, accountants, etc.), networking, community marketing, and cold calls.  Prepared and conducted seminars.

·         Averaged over $37 million in new assets each year for five years, including producing $58 million in 2000 and $52 million in 2001.

·         Consistently exceeded all goals, increasing assets under management year over year.


Prudential Securities, Minneapolis, MN                                                                            1995 – 1996


·         Carried out sales and marketing of stocks, bonds, mutual funds, annuities, and life insurance.

·         Grew portfolio of assets under management to more than $5 million.


Paine Webber, Minneapolis, MN                                                                                       1994 – 1995


·         Managed portfolio of accounts, providing sales and marketing of products and services.

·         Built assets under management to more than $6 million.



BA in Business Administration, St. Norbert College, De Pere, WI (1994)



Previously held Series 7, 63, 65, and Minnesota Insurance Sales licenses


Computer Skills

Windows, Word, Excel, Access, Bloomberg

Download in Word Format