• Denver Colorado

Robert Vollenweider

Summary

10 years of professional sales experience focusing on brokerage and trading software products across entrepreneurial and corporate settings. Expertise in securities/investment products, comparative selling, proactive relationship management, increasing revenue growth in existing business and driving new business opportunities. Active FINRA Series 3, 7, 34  & 63 licenses.  

Work History

Work History

Senior Business Development Representative/ Futures Sales Lead

Mar 2014 - May 2015
Optionshouse/TradeMONSTER Securities- Chicago, IL
  •  Design and implementation of proactive outreach and relationship management program for new self-directed futures division.
  • Development of systematic sales cycle including contact protocols, promotion tracking, cross selling and on-boarding process resulting in overall improvement in closing ratios and time to close statistics of 20% since inception over previous initiative
  • Actively managed high net worth client relationships through public merger process minimizing VIP account attrition

Active Trader Sales- Senior Account Executive

Mar 2011 - Feb 2013
Tradestation Securities- Chicago, IL
  •  Introduction and maintenance of retail and professional Equities, Futures and Forex brokerage accounts and software subscriptions with a focus on the active day-trader
  • Worked closely with 3rd party software partners and industry vendors to establish referral pipelines for mutual business development
  • Provided consultative software and research solutions for industry professional subscribers
  • Worked closely with management and marketing  on Dale Carnegie sales training initiative insuring continual training on sales practices for new brokerage products and marketing campaigns

Senior Account Executive

Jan 2007 - Jul 2010
MFGlobal- Chicago, IL
  • Senior Account Executive Responsible for the introduction, negotiation and maintenance of customer commodity trading accounts
  • Established and improved business with wide array of prospective clientele from individuals to Fortune 500 companies and Private Equity Funds
  • Coordinated and conducted business transactions with 100+ independent and MFGlobal brokers on a domestic and international scale for client accounts insuring fluidity of trading activity
  • Achieved the introduction of 300 new accounts and 20 million dollars in new business for the 2008 & 2009 calendar years resulting in promotion to senior status.

Education

Education

2006
University of Kansas- Bachelor of Arts- History 

Certifications

Certifications

FINRA Series 3, 7, 34, 63 Licenses