KINGSLEY CALVO-JORDAN
Minneapolis
Summary
I am a results driven professional with 20+ years of sales experience and a proven knowledge in managing client relationships and new business development. Looking to leverage past and current work connections. Along with life experiences to join a firm I can finish my career with. I'm looking for a firm that can offer my clients depth and breath of solutions. I am open to joining a team, collaborating with others to achieve goals, and promote their culture.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Advisor
R.W. Baird
08.2022 - Current
- Meet with clients and prospects that are individuals, families, investment property owners and business owners to assist with large capital gain events, investment portfolio management, generational wealth transfer, and retirement planning.
- Offer a second opinion for prospects current portfolio share the verticals that Baird has.
- Work in collaboration with Baird Trust, CAIS Alternative Investment lineup, and approved money managers to provide comprehensive investment solutions, tax loss harvesting and estate planning.
- Have developed a network of estate, commercial, M&A attorneys, CPAs, business brokers to create pipeline of money in motion.
- Curate prospect and client facing events such as golf tournaments, wine tastings, restaurant tours, and invitations to networking events.
- Part of a team that manages approximately 100 MM AUM.
Financial Associate
Thrivent Financial
09.2020 - 08.2022
- Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
- Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging my network, delivering financial workshops and marketing your practice.
- Helped empower clients to achieve their goals and introduce ways to create generational wealth using retirement, protection, and basic investment planning.
Sales
Margron Skoglund Wine Imports
04.2015 - Current
- Open new accounts and expand customer base via retail, restaurant, catering, and country clubs
- Maintained and grew relationships with client base
- Tasted new wines as a team to determine which wines to add to portfolio
- Maintained relationships with wineries and importers via market visits, educational winery visits, promotional tasting, promotional wine maker dinners, and electronic depletion reporting
- Helped recruit new talent to add to sale team
- Opened over 70 new accounts and increased revenue to company
Sales
Grape Beginnings
11.2009 - 04.2015
- Establish and grow a territory
- Given C and D accounts and successfully turned them into A and B accounts
- Created a route and made appointments with prospective, new, and current clients
- Managed time around all clients, supplier market visits, office hours, and staff meetings
- Became well versed in new portfolio of wine and wine regions they represent
- Worked as part of a team to select new wines
- Sales in the last year where in excess of 800 K
Sales
Calvo Inc of North America
09.2007 - 04.2009
- Company Overview: CINA was developed to introduce and bring to market 'green' concepts or goods to the retail market
- We researched innovative concepts as well as looked for concepts at the inceptions to help develop too fruition
- Used corporate contacts for placement and sponsorship
- CINA was developed to introduce and bring to market 'green' concepts or goods to the retail market
Sales and Sales Manager
Grand Pere Wines
03.2004 - 05.2007
- Started with marginal accounts and developed them into partners taking on large representation of our portfolio
- Commanded knowledge of wine the represented major wine producing regions wines from all over world
- Added numerous new accounts and was awarded premium accounts in recognition of effectiveness
- Promoted to Sales Manager two years later
Wine Sales
Sam's Wines
11.2002 - 01.2004
- Company Overview: Sam's was the destination place for any winery visiting the USA
- We had seminars with wine makers, importers, negotiants, and learned about wine in depth
- My department focused on wines from Spain, Portugal, Argentina, Chile, and Germany
- We received 500-800 cases of wine every week that had to be put on the floor or in the warehouse
- Got to know customers tastes and recommended them wines that were new and interesting
- Sam's was the destination place for any winery visiting the USA
Banking Services and Branch Services
Piper Jaffray
07.1999 - 08.2002
- Created Bank accounts for all investment account holders, issued checks, check cards, provided all supporting compliance documents to branches and customers
- Answered calls to support branches ranging from trade information, ira, banking services, compliance
- Was in the top 5% of call center reps and given chance for further licensing and promoted to lead rep
Education
Bachelor of Arts - International Relations Conentration in Diplomacy
UNIVERSITY OF MINNESOTA TWIN CITIES
Minneapolis, MN05.2002
Skills
- Can connect with all types of people that translate into long term friendships or professional relationships
- Enjoy solving problems, critical thinking, and understanding cause and effect
- Fluent in reading and writing in Spanish
Certification
- Minnesota Department of Commerce Minnesota Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
- FINRA - Securities Industry Essentials
- FINRA Series 6
- FINRA Series 63
- NASAA 65Series
- FINRA Series 7
Languages
Spanish
Full Professional
Timeline
Financial Advisor
R.W. Baird
08.2022 - Current
Financial Associate
Thrivent Financial
09.2020 - 08.2022
Sales
Margron Skoglund Wine Imports
04.2015 - Current
Sales
Grape Beginnings
11.2009 - 04.2015
Sales
Calvo Inc of North America
09.2007 - 04.2009
Sales and Sales Manager
Grand Pere Wines
03.2004 - 05.2007
Wine Sales
Sam's Wines
11.2002 - 01.2004
Banking Services and Branch Services
Piper Jaffray
07.1999 - 08.2002
Bachelor of Arts - International Relations Conentration in Diplomacy
UNIVERSITY OF MINNESOTA TWIN CITIES
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