Sunday, December 21, 2008


Kevin Box, MBA, CFM
32851 Sawgrass CT.
Magnolia, TX 77354

Financial Manager/Sales Professional

I have a passion for helping people and delivering customer service excellence. My customer service and sales philosophy is hinged on the golden rule. I take pride in helping customers achieve their goals and work diligently to give cutting edge financial advice as a standard feature to all my customers.

I have a unique combination of both experience and education for most jobs within the Financial Services industry. I have worked over 11 years in sales and marketing to both consumers and businesses banking customers. I have recently written a book aimed at helping sales personnel and business owners achieve greater sells through focused marketing. The book is entitled, Sell More through Empowerment Marketing, and is currently being reviewed by several publishing houses.

During my tenure as a retail banker, I achieved great success by building long term banking relationships with high net-worth customers and achieved over eight million in loan production for 2006. I also managed over 16 million in assets as a Financial Adviser with Merrill Lynch.

Further qualifications, skills, and achievements I offer include:

  • Over 11 years of financial sales experience
  • Over three years management experience in financial services
  • Proven ability to lead successful programs and teams
  • Proven ability to develop and implement policies and procedures
  • Skilled in problem resolution and customer relations
  • Excellent presentation and communication skills
  • Excellent computer skills

I would very much like to arrange an interview with you. Please feel free to phone me at (318) 652-4519 to schedule at time for us to meet. Thank you for your time and consideration.

Sincerely,

Bryan Kevin Box MBA, CFM