Brian T. Melvin                                   

      (781) 424-4719

 

EMPLOYMENT OBJECTIVE

To obtain a wholesaling position utilizing my experience in sales and communications.

 

WORK EXPERIENCE

Putnam Investments                                                                                   Andover, MA

Sr. Regional Marketing Associate                                                                 11/99-Present

·       Inside partner of a 'Top Gun' cross/channel wholesaler covering the Nebraska region.

·       Proactively contact brokers addressing their issues while implementing Putnam’s initiatives.

·       Travel throughout the region marketing to representatives and shareholders.

·       529 college savings plan “swat team” member, specializing in the corporate 529 plan; presenting to CEO’s, HR professionals, and company boards around the country.

 

Dealer Marketing Specialist                                                                           12/98-11/99

·       Utilized knowledge of the financial planning business to make product recommendations.

·       Educated financial advisors regarding Putnam products such as mutual funds and annuities.

·       Offshore Funds point person backing up 2 wholesalers covering U.S. and South America

 

First Data Corporation                                                                                 Westborough, MA

Franklin Templeton/ Retirement Service Representative                                        1/98-12/98

·       Specialist in retirement plans servicing both clients and brokers.

 
Evergreen Keystone                                                                                       Boston, MA

Broker/ Dealer Service Representative                                                                   1/97-1/98

·       Acted as liaison between brokers and the sales force covering the Southern California territories.

 

 

EDUCATION

Emerson College                                                                                         Boston, MA  

MA in Mass Communication  (GPA 3.6)                                                             1/95- 5/97

Graduate studies included of the following course:

·       Advanced Personal Communication                      

 

Bridgewater State College                                                                             Bridgewater, MA

BS in Management Science                                                                                9/84-6/89

·       Finance

 

MISCELLANEOUS

·       Winner of the “Golden Head set award” for most contacts for the month as an RMA and winner of last 2 quarterly RMA presentation contests.

·       Recipient of the “most productive DMS representative” award.

·       Possess series 7, 6 and 63 NASD licenses.

·       Professional boxer (1994-1996); Former Southern New England Golden Gloves Champion.

·       Stand up comedian; performed at clubs around Boston and several comedy festivals.