Shirl Hardaway

4404 Kilcullen Drive, Raleigh, NC 27604

Phone (919) 876 -7775 Cell
(919) 369-1201
sha080a4@westpost.net

BANK RELATIONSHIP MANAGER & BUSINESS DEVELOPMENT EXECUTIVE

More than 14 years of experience with a track record of bui

lding measurable value
Management ability enhanced by marketing savvy and a stro
ng sales orientation
Ability to find new niche markets Identify and capture new
business opportunities
Strong work ethic which has included operating my own s
uccessful restaurant
Dynamic professional Driven by the opportunity to create value Motivat
ed by creative energy

AREAS OF EXPERTISE
New Business Development Sales and Strateg
ic Planning
Client Relationship Management Cross a" selling Te
chniques
Multi a" site operation management Asset Retention In
itiatives
Public Speaking & Presentations Risk & Wealth Mana
gement Portfolio Management
Due Diligence

PROFESSIONAL EXPERIENCE

FINANCIAL ADVISOR
Waddell & Reed, Raleigh, NC
2010 a" present
Serve as financial advisor employing an entrepreneurial, client-focused approach
to build sales.
continually develop new business by identifying target clients, networking, meet
ing target clients
and selling all resources service lines. Cultivate and expand existing business
relationships.
FINANCIAL ADVISOR
TD Banknorth Investments Group, Hoboken, NJ
2008 -2008
Recruited by Regional Director to cultivate and grow the financial advisory comp
onent and develop
strategic relationships with bank partners to increase revenue in a challenging
territory consisting of
six branch locations. Marketed and sold full array of financial investments, ser
vices, and programs.
a Developed a prospect and marketing campaign which increased cross a" sell refe
rrals by 50%.
a Boosted branch sales by facilitating employee sales training focused on sales
closing,
relationship building, market analysis, and problem re
solution.
a Successfully exceeded all established sales objectives by 15%.
a Active in promoting Bank Image through-out the business community.

Shirl Hardaway ( 919) 876-7775 sha080a4@westpost.net

page 2 of 2
FINANCIAL ADVISOR
Merrill Lynch, Newark, NJ
2006 -2008
Recruited as a Financial Advisor employing an entrepreneurial, client focused ap
proach, to develop a client base consisting of high net worth relationships. Mar
keted and sold full array of financial investments and programs. Cultivated new
prospect campaign which generated $15 million in new revenues during first six m
onths of employment.
a Recognized for skilled and aggressive prospecting techniques which resulted in
numerous
awards for most new accounts in a quarter.
a Developed a vital network of business and industry contacts instrumental to th
e rapid growth of my client base.
SENIOR FINANCIAL CONSULTANT
Turco Financial Enterprises, Plainfield, NJ
2003 a" 2006
Recruited by CEO and promoted rapidly through a series of increasingly responsib
le sales leadership positions to sell financial related services to commercial e
stablishments. Increased annual sales by 17% (2004-2005) by securing new commer
cial business accounts, establishing relationships with individual clients and e
xpanding enrollment in company-sponsored credit program.
a Researched target markets and initiated direct mailings; one such effort nette
d a 23% return in new business
a Retained by Turco in 2005 after only 18 months of employment following a 50% r
eduction in sales force.
SMALL BUSINESS DEVELOPER (ASSISTANT VICE PRESIDENT)
Wachovia, Summit, NJ
2001 -2003
Accepted position to develop new business opportunities while accelerating reven
ues within the branch book of business. Sold full array of financial products an
d services. Tasked with identifying and securing new sales, retaining establish
ed customer base and collaborating with branch specialists to exceed objectives.
Top producer in region for referrals, with twice as many referrals as branch i
n # 2 spot.
a Cultivated strategic relationships and maximized sales volume by identifying a
nd seizing
market opportunities and aggressively pursuing new bus
iness.
a Successfully and professionally exceeded all established sales objectives.
SMALL BUSINESS DEVELOPER (ASSISTANT VICE PRESIDENT)
Fleet Bank, North Brunswick, NJ
1998 a" 2001
Recruited to develop new business opportunities to commercial establishments and
increase revenue. Tasked with identifying and securing new sales, credit analys
is and retaining established customer base.
Recognized for bringing in numerous accounts with multi-million dollar potential
that previous team had ceased all efforts to win business.
a Consistently increased revenue through after-sale follow-up, winning referrals
and repeat
business.
LICENSING: Series 7, 66
EDUCATION: B.A. Economics, University
of Pittsburgh