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Skills

  • Communications
  • Customer Satisfaction Enhancement
  • Multimillion-dollar deal brokering
  • Process improvement
  • New market entry strategies
  • Problem resolution
  • Market research analysis
  • Cross-functional team collaboration
  • Sales strategy development
  • Personalized marketing & promotion campaigns

Work Experiences

  • Analyzed market trends in framework.
  • Achieved this in the span of 2018.
  • Answered 10 calls per 18 months to help customers with their questions and concerns.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Used online tools like SAP to keep track of my portfolio's performance.
  • Achieved $18 year-over-year growth in revenue.
  • Customer referrals, industry trade shows, and initiative sources were all used to generate leads.
  • Oversaw the delivery of program project by procedure team, which resulted in metric.
  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved profitability increase without client churn.

Summaries

  • Adapt at negotiating multimillion-dollar deals, with a proven track record of generating $18 in new revenue from corporate clients.
  • Sales Broker with 5 years of successful vendor management and risk assessment experience.
  • Collaborative and solution-oriented broker.
  • Clear understanding of process improvement and team leadership as well as client relations training.
  • Analytical with a history of providing sound advice.
  • Costs were consistently reduced while profits were increased.
  • With 16 years of experience buying and selling securities and commodities in investment and trading firms, I've completed Sales Broker.
  • Collaborative and solution-oriented broker, known for reducing turnaround time by 71% while maintaining a high level of client satisfaction.
  • Coached junior brokers.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.

Accomplishments

  • Optimized pricing strategies for key product categories, driving a 51% increase in average deal value and 61% net margin improvement.
  • Presented strategic growth recommendations to senior leadership, directly influencing a 39% increase in sales territory expansion.
  • Resolved product issue through consumer testing.
  • Implemented a customer relationship management (CRM) system that improved client lifecycle management, boosting sales engagement metrics by 74%.
  • Leveraged strong industry relationships to close deals with 11 new partners, expanding the company's market territory by 30%.
  • Collaborated with team of 11 in the development of metric.
  • Surpassed initial regional market penetration targets by 65% through meticulous research and data-driven lead targeting.
  • Reduced sales cycle time by 66% while increasing revenue per customer through targeted solution selling and improved proposal management.
  • Closed a national brokerage deal with Summit Group, resulting in a 40% increase in region-wide profits within the first one year.
  • Conducted market analysis to identify new sales opportunities, driving 79% growth in underperforming sectors.

Affiliations

  • Institute for Portfolio Alternatives (IPA)
  • Securities Industry and Financial Markets Association (SIFMA)
  • American Society of Safety Professionals
  • Certified Investment Management Analyst (CIMA)
  • Insurance Industry Charitable Foundation (IICF)
  • North American Securities Administrators Association (NASAA)
  • National Futures Association (NFA)
  • National Association of Stockbrokers (NAS)
  • Million Dollar Round Table (MDRT)
  • Rotary International

Certifications

  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • Master of Business Administration (MBA) - Brightline
  • Certified Mergers & Acquisitions Professional (CM&AP)
  • Accredited Investment Fiduciary (AIF)
  • Investment Banking Certification – Cedar Works
  • Financial Modeling & Valuation Analyst (FMVA)
  • Financial Risk Manager (FRM)
  • Certified Public Accountant
  • FINRA Series 24 - General Securities Principal Examination
  • SHRM Senior Certified Professional (SHRM-SCP)

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