chadmyersresume (1)

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Chad Myers 2 Waterview Road, #B9 West Chester, PA 19380 p: 717.371.7178 e: [email protected] An innovative individual with a creative and analytical style to problem solving to ensure that all clients; both internal and external, are provided with a comprehensive, personalized solution. Experience November 2014 - Present Citizens Bank, Broomall, PA - Licensed Banker part of the Citizens Financial Group Bridge client relationships across the retail banking and investment business segments Maintain FINRA Series 6, 63, and 65 licenses as well as PA Life/Health Insurance License and NMLS for accepting mortgage applications Assists clients in a holistic manner covering all aspects of their personal finances by providing advice on all FDIC and non-FDIC insured products offered by the bank and its investment affiliate Regularly achieves sales revenue generation in excess of budgeted figures Builds relationships with clients to further acquire new business and expanding existing business February 2008 - November 2015 Staples, New York, NY - Copy and Print Sales Manager Managed a copy and print business generating in excess of $1 million in sales annually Cultivated relationships to provide total solutions for small and medium sized business’ printing needs Approached the business in a creative and analytical manner to deliver significant sales growth and client retention by understanding the unique needs and requirements of the local market Achieved 58% year over year sales growth, generating over $500,000 in incremental sales in first full fiscal year Areas of Expertise Financial Planning, especially Retirement Planning P&L Management Advanced Proficiency in Microsoft Office Suite Project Timeline Management Labor Cost Control Business Growth and Development Client Relationship and Suitability Problem Resolution Hiring and Staff Development Revenue and Sales Growth Education August 2008 - May 2012 West Chester University, West Chester, PA - Finance B.S. & Business Management B.S. January 2010 - May 2010 Richmond University, London, UK - International Finance Semester

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Page 1: ChadMyersResume (1)

Chad Myers 2 Waterview Road, #B9 West Chester, PA 19380

p: 717.371.7178 e: [email protected]

An innovative individual with a creative and analytical style to problem solving to ensure that all clients; both internal

and external, are provided with a comprehensive, personalized solution.

Experience

November 2014 - Present

Citizens Bank, Broomall, PA - Licensed Bankerpart of the Citizens Financial Group

● Bridge client relationships across the retail banking and investment business segments

● Maintain FINRA Series 6, 63, and 65 licenses as well as PA Life/Health Insurance License and NMLS for

accepting mortgage applications

● Assists clients in a holistic manner covering all aspects of their personal finances by providing advice on

all FDIC and non-FDIC insured products offered by the bank and its investment affiliate

● Regularly achieves sales revenue generation in excess of budgeted figures

● Builds relationships with clients to further acquire new business and expanding existing business

February 2008 - November 2015

Staples, New York, NY - Copy and Print Sales Manager

● Managed a copy and print business generating in excess of $1 million in sales annually

● Cultivated relationships to provide total solutions for small and medium sized business’ printing needs

● Approached the business in a creative and analytical manner to deliver significant sales growth and client retention

by understanding the unique needs and requirements of the local market

● Achieved 58% year over year sales growth, generating over $500,000 in incremental sales in first full fiscal year

Areas of Expertise

● Financial Planning, especially Retirement

Planning

● P&L Management

● Advanced Proficiency in Microsoft Office

Suite

● Project Timeline Management

● Labor Cost Control

● Business Growth and Development

● Client Relationship and Suitability

● Problem Resolution

● Hiring and Staff Development

● Revenue and Sales Growth

Education

August 2008 - May 2012

West Chester University, West Chester, PA - Finance B.S. & Business Management B.S.

January 2010 - May 2010

Richmond University, London, UK - International Finance Semester