Description
Qualifications Profile Hands-on leader with lead-by-example approach in managing business operations from office to office administration, developing high-performing workforce, and resolving work issues and complexities * Demonstrate solid expertise in developing and integrating tactical initiatives to maintain efficiency, while adhering to governing regulations and standards. * Successfully directed high-caliber personnel and staff to guarantee the completion of assigned projects within time frame. * Effective at communicating and collaborating with all professional levels to ensure the alignment of work processes with organizational goals and objectives. * Possess technical proficiency with Microsoft Office Suite (Excel, Word, and Outlook), and Microsoft Dynamics CRM. Areas of Expertise Sales Management Business Operations and Development Staff Training and Supervision Regulatory Compliance Cross-functional Collaboration Contract and Proposal Management ( Relevant Experience Fisher Investments San Mateo, CA 2010 - 2017 Account Executive Sep 2016 - Mar 2017 * Initiated sales to high net worth prospective clients * Demonstrates effective business communications skills * Responsible for $5.2 MM of sales * Accounted for 200-300 out bound dials to interested perspective client's daily Corporate Recruiter May 2016 - Sep 2016 * Sourced and recruited for Italy, France, Denmark, UK and the Netherlands Regional Vice President position * Interviewed candidates for Account Executive position in the United Kingdom Program Manager Nov 2013 - May 2016 * Helped launch new Canadian Sales Division * Trained 14 new Sales Professionals * $54MM funded assets in first two years * Conducted bi-monthly metric review meetings with Sales Team * Provided metric reviews and summaries to senior management as well as recommendations * Helped conduct initial and follow up training for sales people * Manager of Regional Sales Associate to Sales Team Regional sales associate April 2011 - Nov 2013 * Within a team environment, supported a domestic and international sales staff of 90+ Vice Presidents with on-going sales, service and communication support * First quartile performer for over two years * Co-lead our group to elevate issues to Senior management * Owned and continually improved the prospect elevations processes by effectively interfacing with all levels of Senior management including the President and CEO Client programs associate Oct 2010 - April 2011 * Invited high net worth clients to our firm's sponsored events * Conducted follow up surveys with clients after attending events such as seminars and other more intimate events
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