Mike Coleman Resume 8.13

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MIKE COLEMAN
(303) 253-2333 ♦ [email protected]

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Inspiring Leadership Financial Modeling Sales Management Problem Solving

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Business Turnarounds Sales Coaching Change Management Relationship Building

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Global Tax Consulting Sales Leadership Capital Markets Risk Management

PROFESSIONAL EXPERIENCE
1/2010 – Present

CHARLES SCHWAB - STOCK PLAN SERVICES SENIOR TRADING MANAGER – EXECUTIVE SERVICES & SECTION 16
         Spearheading a business turnaround to increase revenue, create scale, mitigate risk and improve employee engagement Developing the team into a sales leader through coaching and emotional intelligence training Built partnership with Executive Financial Consultants to incorporate 10b5-1 plans into their prospecting strategy Use trend forecasting to mitigate losses from trading errors, resulting in a decrease of 780% YTD

TRADING MANAGER - STOCK PLAN SERVICES
Led a departmental overhaul by developing a culture of excellence, casting vision and building trust and loyalty that has increased all performance metrics Provided leadership in sales and trading directives, increasing sales growth more than 300% Managed the Facebook onboarding through relationship building, offering an algorithmic trading platform and anticipating customer needs resulting in $2.2 billion in additional client assets Created efficiency standards that have saved the company more than $750,000 to-date Provided world-class service and advanced trading strategies to high net worth clients

ADVISOR SERVICES - TRADER
6/2008 - 7/2009

MORGAN STANLEY SMITH BARNEY TEAM SALES MANAGER
   Managed, motivated, coached and tracked sales force of four to achieve daily, weekly and monthly sales goals Increased new business proposals by 21.7% through targeted marketing campaigns and cold calling Directed and executed business development and strategies to increase assets under management

8/2006 - 10/2007

PERFORMANCE TRUST CAPITAL PARTNERS INSTITUTIONAL INVESTMENT ADVISOR
  Built client base of $135 million in fixed income securities through board level presentations Calculated total returns on collateralized mortgage obligations (CMOs) through cutting-edge modeling on Bloomberg for individual securities and multi-billion dollar portfolios

6/2005 - 7/2006

A.G. EDWARDS AND SONS FINANCIAL CONSULTANT
 Accrued customer assets of more than $16 million by networking, cold calling and exceptional service and advice, finishing in the top 10% of all financial consultants nationwide

EDUCATION AND CERTIFICATIONS
5/2013 6/2004

UNIVERSITY OF DENVER
  Professional Masters of Business Administration (MBA) concentration in Entrepreneurship and Innovation Bachelor of Arts with a major in Business Management and a concentration in Finance and Investments College for Financial Planning - Accredited Asset Management Specialist (AAMS) FINRA Series 10, FINRA Series 9, FINRA Series 7 and FINRA Series 66

TAYLOR UNIVERSITY LICENSES and CERTIFICATIONS
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NON-PROFIT BOARDS
SUN VALLEY YOUTH CENTER - BOARD CHAIRMAN
  Lead an organizational overhaul resulting in profitability, efficiency and sustainability Provide council for donor relations, brand management, operations and marketing

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