Open To Work
KEVIN FARRELL
Winnetka
Summary
Sales professional with extensive experience in product development and marketing strategies. Expertise in building strong client relationships through knowledgeable support and consistent service. Proven track record in achieving promotional goals and enhancing brand visibility. Strong leadership and management skills ensure high-quality project outcomes.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Business Performance Advisor
Insperity
06.2024 - Current
- Secured new clients for Insperity's HR solutions, driving significant revenue growth.
- Analyzed client business processes to pinpoint improvement opportunities.
- Delivered ongoing support and guidance during implementation phases.
- Established long-term partnerships, fostering a strong network within serviced area.
- Evaluated existing systems and procedures, recommending necessary changes to optimize operations.
- Contributed to sustained business growth through improved client retention strategies.
Agency Owner
Farrell Agency, Symmetry Financial Group
06.2019 - 06.2024
- Led and managed a team of 18+ employees, enhancing team performance, and achieving benchmark goals by implementing strategic initiatives.
- Conducted weekly staff meetings to discuss progress and strategies, fostering a collaborative work environment, and driving operational efficiency.
- Led team meetings to discuss performance, set goals, and drive engagement initiatives.
- Oversaw staff training and development to enhance service delivery standards.
- Engaged with customers and provided high level of service by carefully explaining details about products and services.
Senior Vice President Currency Management
Northem Trust Company
05.2016 - 06.2019
- Instituted processes that reduced human error and bank loss significantly.
- Managed Chicago desk for Currency Management, overseeing operations for 16 clients with over $1 billion in assets.
- Expanded client base by 116%, generating annual revenue growth exceeding $1 million.
- Automated processes for currency management clients, enhancing efficiency and reducing errors.
- Conducted daily evaluations and trend analysis on clients' currency management objectives to inform trading strategies.
- Directed night shift operations for two years, executing trades, resolving issues, and managing end-of-day balance sheets and P&L.
Senior Sales Trader
Northem Trust Company
01.2002 - 12.2016
- Recruited by senior management to transition Currency Management product from London to Chicago.
- Instituted processes and tracking systems that reduced human error and bank loss.
- Managed Chicago desk for Currency Management, overseeing operations for sixteen clients with over $1 billion in assets.
- Expanded client base by 116%, generating over $1 million in annual revenue.
- Automated processes for currency management clients, enhancing efficiency and minimizing errors.
- Conducted daily evaluations and trend analyses on clients' currency management goals to optimize trading strategies.
- Led night shift operations for two years, trading with clients, resolving issues, and managing end-of-day balance sheet and P&L.
Education
Bachelor's Degree - Finance
Ithaca College
01.1986
Skills
- Issue resolution and problem solving
- Business development and revenue growth
- Risk management and analysis
- Negotiation and persuasion skills
- Task delegation and team leadership
- Salesforce proficiency and CRM expertise
- Staff development and training
- Effective communication skills
- Professional networking and relationship building
- Decision-making and strategic planning
Certification
- Life and Health Insurance license
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteHybridSalary Range
$100000/yr - $200000/yrTimeline
Business Performance Advisor
Insperity
06.2024 - Current
Agency Owner
Farrell Agency, Symmetry Financial Group
06.2019 - 06.2024
Senior Vice President Currency Management
Northem Trust Company
05.2016 - 06.2019
Senior Sales Trader
Northem Trust Company
01.2002 - 12.2016
Bachelor's Degree - Finance
Ithaca College
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