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JAMES S. U’REN
300 Ainsdale Ct, Roseville, CA 95747 | urenurout@hotmail.com | (916)847-8736
OBJECTIVE Combining my unique sales experience as a Dental/Orthodontic/Medical
Territory Manager and a successful Financial Advisor, I will bring my
talents, enthusiasm, work ethic and relationship-building skills, and grow
my Territory to be the best in your Organization.
HEALTHCARE
SALES
EXPERIENCE
TERRITORY MANAGER
TP ORTHODONTICS-PRESENT
Direct Sales of Orthodontic Products, Equipment and Lab Services to 400 Northern
California Orthodontists.
Increased sales 10% in first year to lead all Western Region Territory Managers.
TERRITORY SALES MANAGER
ALLERGAN HYDRON-2 YEARS
Direct Sales of contact lenses and solutions to Optometrists and Ophthalmologists.
Built new Territory, growing sales of 25% per year.
PHARMACEUTICAL SALES REPRESENTATIVE
REID-ROWELL-2 YEARS
Detailed and sampled Gastroenterological products to Physicians and Surgeons.
Awarded West Coast Sales Rep of the year by building new Central Valley Territory.
ORTHODONTIC TERRITORY MANAGER
3M UNITEK-5 YEARS
Built territory of 200 Northern California Orthodontists, doubling sales over 5 years.
Awarded Equipment Sales Representative of the Year.
Ortho School Representative of the Year, with highest Grad Order Sales.
DENTAL SUPPLY AND EQUIPMENT SALES
DENTSPLY-1 YEAR
Managed Northern California Territory of Dentists and Dental Labs, growing sales20%.
20 Cold-Calls per day to prospects and accounts.
FINANCIAL
EXPERIENCE INVESTMENT EXECUTIVE
UMPQUA INVESTMENT SERVICES-1 YEAR
Coached Store Managers, Bankers and Associates to identify investment prospects.
#1 Firmwide in referral generation, 4 quarters in-a-row.
INVESTMENT EXECUTIVE
PREMIER WEST BANK L.P.L.-1 YEAR
Gathered Assets-Under-Management and growing revenue in new branches in Nevada and
Placer Counties.
Organized, hosted and presented Social Security and Retirement Planning client seminars.
SENIOR FINANCIAL REPRESENTATIVE
THE PRINCIPAL FINANCIAL GROUP-1 YEAR
Completed Financial Planning course study, while expanding client relationships.
Served as Senior Branch Investment Advisor, coaching, mentoring and performing joint
work with Agents.
PAGE 2
FINANCIAL ADVISOR VICE PRESIDENT
WACHOVIA/WELLS FARGO WEALTH MANAGEMENT-8 YEARS
Doubled Assets-Under-Management to $54MM and produced annual Revenue of $400,000.
Led Team to exceed 2008 Revenue Goal, 1 of only 11 Branches (of 34) to do so.
Led Firm Nationwide in Sales of Specialty Mutual Funds.
Increase Branch Business by hosting client seminars and events.
FINANCIAL CONSULTANT VICE PRESIDENT
MORGAN STANLEY/SMITH BARNEY-6 YEARS
Doubled Assets-Under-Management and grew Revenue 20-25% per year.
Transitioned Book-of-Business from Transactional to Fee-Based Managed Assets.
Led branch in Sales of Smith Barney Mutual Funds.
FINANCIAL CONSULTANT
MERRILL LYNCH-4 YEARS
Built a Book-of-Business from scratch to $14MM Assets-Under-Management.
Rookie-of-the-Year.
EDUCATION UNITED STATES INTERNATIONAL UNIVERSITY, SAN DIEGO, CA
BACHELOR OF FINE ARTS
OTHER
EXPERIENCE INSTRUCTOR
AMERICAN RIVER COLLEGE
Taught hundreds of adults about investing in “Stock Market Analysis” class.

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Jim Resume 9-15

  • 1. JAMES S. U’REN 300 Ainsdale Ct, Roseville, CA 95747 | urenurout@hotmail.com | (916)847-8736 OBJECTIVE Combining my unique sales experience as a Dental/Orthodontic/Medical Territory Manager and a successful Financial Advisor, I will bring my talents, enthusiasm, work ethic and relationship-building skills, and grow my Territory to be the best in your Organization. HEALTHCARE SALES EXPERIENCE TERRITORY MANAGER TP ORTHODONTICS-PRESENT Direct Sales of Orthodontic Products, Equipment and Lab Services to 400 Northern California Orthodontists. Increased sales 10% in first year to lead all Western Region Territory Managers. TERRITORY SALES MANAGER ALLERGAN HYDRON-2 YEARS Direct Sales of contact lenses and solutions to Optometrists and Ophthalmologists. Built new Territory, growing sales of 25% per year. PHARMACEUTICAL SALES REPRESENTATIVE REID-ROWELL-2 YEARS Detailed and sampled Gastroenterological products to Physicians and Surgeons. Awarded West Coast Sales Rep of the year by building new Central Valley Territory. ORTHODONTIC TERRITORY MANAGER 3M UNITEK-5 YEARS Built territory of 200 Northern California Orthodontists, doubling sales over 5 years. Awarded Equipment Sales Representative of the Year. Ortho School Representative of the Year, with highest Grad Order Sales. DENTAL SUPPLY AND EQUIPMENT SALES DENTSPLY-1 YEAR Managed Northern California Territory of Dentists and Dental Labs, growing sales20%. 20 Cold-Calls per day to prospects and accounts. FINANCIAL EXPERIENCE INVESTMENT EXECUTIVE UMPQUA INVESTMENT SERVICES-1 YEAR Coached Store Managers, Bankers and Associates to identify investment prospects. #1 Firmwide in referral generation, 4 quarters in-a-row. INVESTMENT EXECUTIVE PREMIER WEST BANK L.P.L.-1 YEAR Gathered Assets-Under-Management and growing revenue in new branches in Nevada and Placer Counties. Organized, hosted and presented Social Security and Retirement Planning client seminars. SENIOR FINANCIAL REPRESENTATIVE THE PRINCIPAL FINANCIAL GROUP-1 YEAR Completed Financial Planning course study, while expanding client relationships. Served as Senior Branch Investment Advisor, coaching, mentoring and performing joint work with Agents.
  • 2. PAGE 2 FINANCIAL ADVISOR VICE PRESIDENT WACHOVIA/WELLS FARGO WEALTH MANAGEMENT-8 YEARS Doubled Assets-Under-Management to $54MM and produced annual Revenue of $400,000. Led Team to exceed 2008 Revenue Goal, 1 of only 11 Branches (of 34) to do so. Led Firm Nationwide in Sales of Specialty Mutual Funds. Increase Branch Business by hosting client seminars and events. FINANCIAL CONSULTANT VICE PRESIDENT MORGAN STANLEY/SMITH BARNEY-6 YEARS Doubled Assets-Under-Management and grew Revenue 20-25% per year. Transitioned Book-of-Business from Transactional to Fee-Based Managed Assets. Led branch in Sales of Smith Barney Mutual Funds. FINANCIAL CONSULTANT MERRILL LYNCH-4 YEARS Built a Book-of-Business from scratch to $14MM Assets-Under-Management. Rookie-of-the-Year. EDUCATION UNITED STATES INTERNATIONAL UNIVERSITY, SAN DIEGO, CA BACHELOR OF FINE ARTS OTHER EXPERIENCE INSTRUCTOR AMERICAN RIVER COLLEGE Taught hundreds of adults about investing in “Stock Market Analysis” class.