James J. McNeill280 Summerwood
Beaumont, Texas 77706
409-892-1941 (T)
409-892-1954 (F)
jeff.mcneill@sbcglobal.net
SUMMARY :
One of my strongest assets is my ability to find solutions to problems by identifying and adapting to the obstacle and uncovering the most efficient, and sometimes alternative, method of correction. I offer the company an opportunity to establish and maintain new relationships in the business arena utilizing many years of relation oriented business experience in a number of different markets.
MAJOR ACCOMPLISHMENTS:
Negotiated and currently managing national distributorship of a new product in Mexico
Graduate of the Morgan Stanley Financial Consultant Development program
Located and managed over four million in assets in my first year
Completed the Wells Fargo Sales Essentials and High Cost Sales training programs
Closed and funded over five million in residential loans in one month
EMPLOYMENT HISTORY:
2004 Innergy, S.A. de C.V. Cd. Del Carmen, Camp., Mexico
to Project Manager
Present
Identified, developed and implemented a strategy to introduce an equipment and material protection system for the oil & gas industry in Mexico. Currently we are the sole distributors for this type of material in Mexico, in conjunction with Dr. Shrink, Inc. in the United States.
Jan. 2001 Wells Fargo Home Mortgage Beaumont, Texas
to Home Mortgage Consultant
Nov. 2004
Established and managed a residential loan office inside a Wells Fargo Bank branch for the home mortgage division of the company. I was in charge of closing and funding a minimum of ten residential loans per month, as well as offering customers our insurance related products.
Mar. 2000 Morgan Stanley Dean Witter Beaumont, Texas
to Financial Advisor
Dec. 2001
I successfully completed the three week training program in New York City to become a licensed advisor. My first years asset goal was seven million dollars under management. I was able to reach a managed assets level of four million prior to my departure from the company due to market conditions and pending litigation.
EDUCATION:
1990 - 1994 Lamar University Beaumont, Texas
Bachelor of Liberal Arts, General Studies
1989 - 1990 University of Texas Austin, Texas
Completed a non-degree summer scholastic program for freshmen students
CERTIFICATIONS:
Series 7 licensed for asset management
Series 63 & 65 licensed for continued asset management
Licensed residential loan officer in the state of Texas
Certified in basic and advanced sales techniques
Certified in Windows and Microsoft program operations
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