Edward C. Bartlett M.B.A.

211 Hiram College Dr.

Sagamore Hills, OH 44067
E-mail: eb4c57ae@westpost.net
330-467-2361

Financial Services Professional

Experienced self-starter Financial Services professional utilizes his analytical
and strategic planning skills, business and sales experience, and customer rela
tionship management skills in developing long-term profitable results for both c
lient and the organization.

CORE SKILLS
* Account Relationship Management * Training & Development
* Customer Development * Financial Analysis
* Key Account Management * Asset Management
* Sales Presentations * Investor Relations
* Materials Planning * Customer Retention
* Order Fulfillment * Order Fulfillment
* Order Processing * Efficiency Improvement
S PARTNER
CAREER ACCOMPLISHMENTS
* Increased key account sales to $35,000,000 from $23,000,000 over a 3 year peri
od.
* Increased gross sales 40% in 2009 through implementation of new networking tec
hniques in a down economy.
* Upon being validated, exceeded monthly sales target by $8,000 at AXA Advisors.
* Led Six Sigma project reducing total text in customer card instructions 40% br
inging business group standards up to current generally accepted standards.
* Spearheaded sample material tracking program improvements resulting in 180% tr
acking improvement. This also resulted in 15% reduction in shipping errors.
* Managed logistics strategy for key client account increasing sales over 15% in
2 years.
* Won award for best customer retention rate in the continental United States.

Edward C. Bartlett
Page 2
CAREER HISTORY
AXA Advisors - Akron, OH 2008 to 2009
Leading financial protection company offering a wide range of financial and reti
rement products and services.
Investment Advisor Representative
* Responsible for sales of mutual funds, brokerage accounts, 529's, 401K's, fina
ncial planning services, tuition planning, long-term care insurance products, an
d other associated services.
Mactac, Inc. - Stow, OH 1999 - 2008
Leading manufacturer of pressure sensitive adhesive (self-adhesives) products wo
rldwide.
Customer Service Representative
* Customer Service Representative responsible for management of all key client a
ccounts.
Premiere Technologies - Beachwood, OH 1997 - 1999
Designs and manufactures digital repeaters used for telephone on-hold and overhe
ad messaging within a business.
Customer Service Representative/Technician
* Responsible for providing enhanced communication tools to client including aut
omated attendants.
* Regarded as best paging/telephony troubleshooter.

EDUCATION
Masters of Business Administration in Finance, DeVry University
* Graduated with 3.3 GPA
* Passed Health, Life, and Variable Annuities exams.
* Passed Series 3, 7, and 66 Securities exams.
Bachelor of Arts in Economics, Grove City College Graduated Summa Cum
Laude in Economics, Cum Laude overall
* Editor of Economics Newsletter for 2 years.