1. Joseph R. Sena
38 Coolidge Street
Everett, MA 02149
(781) 405-6288
joesena2015@gmail.com
Experience:
JoVE, Cambridge, MA - Account Manager: 2014-2015
• Sustain continued growth in assigned territory consisting of 5 states in Midwest and Northeast
• Market JoVE’s Video Science Journal and Science Education Database to Higher-Ed within region
• Gather feedback and recommendations via extensive warm and cold calling to Faculty and Researchers
• Build and maintain relationships with decision makers to close subscription and outright purchase deals
• Consistently maintain a high close rate within existing client base
• Maintain hunter mentality to grow JoVE’s client base consistently
• Maintain all data within Salesforce CRM
• Manage sales pipeline to produce consistent results
• Assist in training new Account Managers
• Top producing Account Manager January 2015
By Appointment Only, Andover, MA - Inside Sales Representative: 2013 – 2014
• Generated leads and increased pipeline for representatives of BAO’s largest software client
• Placed an average of 150 outbound calls daily resulting in 20-30 meetings monthly
• Maintained and managed positive relationships with client representatives
Securitas Security Services, Boston, MA - Operations Supervisor/Analyst: 2009 – 2014
• Supervise a team of approximately 50 security officers for Genzyme Corp’s 28 Massachusetts facilities at a rate of
1500++ hours per week of physical security coverage
• Ensure staffing needs are met and administer disciplinary action in accordance with SOP’s
• Write new policies and SOP’s on an as-needed basis
• Daily management of client/contractor relationship
Global Security Analyst
• Monitor alarm systems for 100+ sites globally in one of Securitas’ clients command centers, Genzyme
• Respond to various emergencies and incidents and associated investigations
• Write, edit and approve incident reports pertaining to any of Genzyme’s sites
• Create incident briefings regarding any worldwide events that may affect client assets
• Provide an exceptional level of customer service to all internal and external clients
Natixis Global Associates, Boston, MA - Regional Director: 2008
• Managed northeast territory consisting of 8 states with respect to mutual fund and separately managed account
sales within the independent B/D, RIA & Bank and Insurance channels
• Maintained existing client base while harvesting new business within the region
• Developed, and executed a business plan for the year
• Educated advisors with respect to our products, which consisted of equity, fixed income and alternative
investments, resulting in deeper penetration into the client base
• Traveled to client meetings and spoke at seminars to promote Natixis financial solutions
• Developed and closed business opportunities on a consistent basis

2. Joseph R. Sena
38 Coolidge Street
Everett, MA 02149
(781) 405-6288
joesena2015@gmail.com
FundQuest, Inc. Boston, MA: 2003 – 2007
Internal Wholesaler
• Promoted fee based programs including separate accounts, mutual fund advisory products and UMAs within the
Midwest territory to investment advisors in the insurance, bank, broker/dealer, and RIA channels
• Worked closely with the external wholesaler and relationship manager to insure the successful execution of the
business plan set forth for each year
• Enhance market share within existing client base as well as generate new business to increase revenue within the
assigned region
• Provided advisors with the tools needed to sell the product line including creating investment proposals, portfolio
analytics and prospecting recommendations
• Traveled to meetings with advisors to conduct training, product knowledge seminars, and client and prospect
seminars on investment related topics in both a group setting and in one-on-one meetings
• Sales results averaged 110% of goal.
• Top performing territory in 4 of 12 quarters
Analyst/Liaison
• Maintained a positive back office relationship between FundQuest and several of its institutional clients ensuring
all investment operational activity was completed with a high degree of accuracy
Mellon Trust, Everett, MA: 2000 - 2003
Global Custody Analyst
• Settled and reconciled foreign exchanges through sub-custodian network.
Boston Financial Data Services, Quincy, MA: 1997 - 1999
Mutual Fund Liaison
• Managed operational relationship between BFDS and one of its major clients ensuring all investment operations
were completed in a clear concise and accurate manner.
Education:
Newbury College
Completed program in Hospitality Management
Pope John XXIII High School
Obtained diploma with studies concentrating in business