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Scott R.

Van Orden
Mendham, NJ 07945 * 973- 543-6041 * scott.r.vanorden@gmail.com
Professional Summary
Financial Services Management Leader with exceptional sales management experienc
e in top tier organizations. Specific strengths include managing/motivating dive
rse teams, mentoring organizations to grow their key abilities and achieve maxim
um performance. Expertise at using technology to enhance management capacity and
maximize profitability. Passionate about creating strong performance environmen
t and exceeding goals. Has always created open management environments where ind
ividual input and customer feedback is utilized to create success. Looking to le
verage strong motivational background, sales skills, and leadership experiences
to help drive business growth and organization capabilities in a new organizatio
n.
Professional Experience
* Jobs My Way (Colts Neck, NJ) 2010
SaaS Technology Start-up Company offering "exact match" technology to the employ
er/job seeker database. (Company did not get funding due to overall market econo
mic conditions)
Sales Representative
Created marketing/sales campaign to introduce product to Fortune 500 Companies a
nd large government agencies. Identified and developed relationships with C-lev
el executives, corporate recruiters, state and local government officials to fac
ilitate staffing of military veterans and others in the job market.
o Penetrated several Fortune 100 C-level suites to present product, although in
beta testing phase of product.
o Presented product to one of the largest Financial Services and Food Producing
Companies in the world.
o Developed five $50 million+ companies that were eager for demonstration post r
ollout.
o Developed government relationship in Washington, D.C. eager for post rollout d
emonstration.
* Morgan Stanley Smith Barney (Bedminster, NJ) 2003-2009
Global Financial Services Company providing wide array of financial products and
services with $1.5T+ assets under management.
First Vice President- Wealth Management
Senior Registered Wealth Manager directing team of four registered representativ
es managing 700 private client relationships with investable assets of $250 mill
ion. Managed over 30 C-level executives utilizing team approach to investing th
ough various product lines. Managed all elevated concerns and complaints.
o Directed/mentored five-person management team to built client assets from $150
million to $250 million in five years, generating annual commissions of $1.5 mi
llion.
o Team consistently opened four new relationships per quarter with investable as
sets of $500,000 or more per year for five straight years.
o Group achieved President's Council Award level in 2008, and was on track for t
op award in 2009.
o Led diverse team to achieve Century Council Award level for company in each ye
ar from 2004-2007.
o Spearheaded client retention efforts after leaving Merrill Lynch, retaining ov
er 75% of prior client base versus 50% industry average.
o Group commissions increased 50% over five years 2004-2009 versus industry aver
age of negative 30%.
o Group increased client retention rate and client referral rate by 10% over fiv
e years.
o Average investable assets of new relationships increased 300% over five years
while industry was showing a decline.
o Increased client accounts with $5 million+ by 15% over five years.
* Merrill Lynch (Morristown, NJ; Chester, NJ) 1997-2003
Global Financial Services Company with 284,000 employees offering financial prod
ucts and services with client assets of $2.2 trillion.
Senior Vice President- Senior Partner
Trained and directed four registered representative in product knowledge, asset
gathering, achieving daily and monthly sales production goals, planned and coord
inated all marketing and sales activities covering 600 clients and annual sales
of $5,000,000.
o Directed/mentored the team to build client assets to over $200 million, genera
ting annual commissions of $1.5 million.
o Achieved the Circle of Excellence Award level in 1997-2002.
o Lead contact/relationship in a successful $100 million company initial public
offering.
* Merrill Lynch (Morristown, NJ) 1979-1997
Global Financial Services Company that offers a wide array of financial products
and services with client assets under management in excess of $2.2 trillion.
Vice President- Financial Consultant
Education
* Farleigh Dickinson University (Madison, NJ)
Bachelor of Science in Business
Licenses and Designations
* Series 7
* Series 63
* Mortgage
* Financial Planning Specialist
Community Volunteer Activities
* 2010 Hall of Fame Inductee (Morris County, NJ)
Youth Football Hall of Fame
* 2007 Presidential Volunteer Award Winner
* 1999-2004 President, Youth Football League
Serving over 400 children ages 5-14
* 1991-2004 Coach, Youth Football League
* 1995-2003 Coach, Youth Basketball League
* 1997 United Way Volunteer Award
* 1991-1995 Coach, Little League Baseball

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