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JAMES Q. JONES 647 Bloomsdale Drive Minneapolis, MN 90000 jj@jqglobal.net •••• 800.500.8000 QUALIFICATIONS PROFILE Performance-driven, insightful investment banker with a proven ability to achieve and exceed all business development and revenue-generation goals in high-pressure environments. • Skilled at consulting with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial-planning goals. • Relationship development expertise that complements the ability to aggressively build solid client base and drive revenue growth. • Comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios. • Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing customer relationships and providing investment services. PROFESSIONAL EXPERIENCE FIRST NATIONAL BANK, Minneapolis, Minnesota 1998 - Present Built a solid record of achievement and advancement through increasingly responsible financial investment positions. Investment Officer (2003 - Present) Manage relationship-banking team, ensuring production of revenue levels and territory profitability. Lead team in investment product sales and delivery of customer relationship management techniques. Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions. Oversee securities transactions, funds transfers, margin accounts and option trades. Key Accomplishments: • Consistently maintained 100 percent or better of established production goals; achieved 127 percent of 2004 business development goal set at $10 million in assets. • Recognized for outstanding professional acumen with national awards for annual production of Alliance Capitol and AIM mutual funds in 2004 and 2005. Investment Consultant, Private Banking (2001 - 2003) Served as key team member in the brokerage services of fiduciary, investment management and private banking services to new and existing high net worth clientele. Established and maintained strong relationships with fixed income investment clients to continually drive revenue growth. Key Accomplishments: • Surpassed customer retention and business development goals by building client base to more than 600 investors. • Received Alliance Capitol Advisory Award for ranking among the top 200 advisors worldwide in new business development. Financial Consultant (1998 - 2001) Developed client base through network and seminar marketing. Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports covering fixed income and equity investing. Employed numerous investment instruments in complex option hedging strategies and trading scenarios, including fixed- income and equity securities. Key Accomplishments: • Consistently exceeded established account development and revenue generation goals. CNA INSURANCE COMPANIES, Hibbing, Minnesota 1995 -1998 Registered Representative Collaborated with legal and accounting counsel to develop marketing strategies for estate and business succession planning insurance. Created proposals exhibiting extensive detail in internal revenue code and estate tax law. Developed solid estate and tax code knowledge base. Key Accomplishment: • Executed strategic sales techniques resulting in a solid account base and consistent performance above quotas. EDUCATION AND CREDENTIALS Master of Business Administration, Finance (2005) Minnesota State University, Mankato, Minnesota Bachelor of Science in Business Administration (1995) Southwest State University, Marshall, Minnesota Professional Licenses: • NASD Series 7, 6, 63 and 65 Professional Training: • Dale Carnegie Sales Training • Account Management Systems • Leadership & Team Building