Nathan Buchholz

Managing Partner at Lionheart Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Dayton, Ohio, United States, US

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5.0

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✅ Ramiz Hakim

Nathan is the best in the biz. If you are looking for data, what he has to offer is second to none. Always professional, and a pleasure to work with.

Anna Baumgardner - Jones

I had the pleasure of working Nate Buccholz and the Vivial, Patient Point health care sales marketing team. This start up team was lead by Nate and had exceeded sales goals and expectations by far. His leadership, experience, and dedication to bringing a team together was the driving force to creating a sales concept to a very successful and profitable campaign. His skills and determination was a direct reflection of the success of the team. I am a better salesperson since working under his tutelage. He is an asset to any team.

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Managing Partner
      • Dec 2019 - Present

    • United States
    • Sporting Goods Manufacturing
    • Owner
      • Jan 2015 - Present

      • Overseer of company that was built with the core focus on providing LEO, Departments, & Military sales and services to conduct official business • Research and understand thoroughly new policies, environment changes & laws, and audits concerning the business • Maintain records in accordance with the BATF & IRS while following federal guidelines • Manage day to day operations including quoting, sales, service, records, and accounting • Overseer of company that was built with the core focus on providing LEO, Departments, & Military sales and services to conduct official business • Research and understand thoroughly new policies, environment changes & laws, and audits concerning the business • Maintain records in accordance with the BATF & IRS while following federal guidelines • Manage day to day operations including quoting, sales, service, records, and accounting

    • IT Services and IT Consulting
    • 700 & Above Employee
    • Legal Account Executive at LexisNexis
      • Apr 2017 - Apr 2021

    • United States
    • Software Development
    • 400 - 500 Employee
    • Sales Manager/Hybrid Sales Representative
      • Jun 2012 - Mar 2017

      Sales Manager – Patient Point & Core January 2015- March 2017 • Effectively lead & inspired a team of 10+ to hit individual & team goals by using situational leadership • Provided reps with the tools & products needed to focus on successful print & digital campaigns for small to medium sized businesses with a focus on healthcare • Organized & implemented new sales techniques, training, & coaching to improve rep development • Recruited &… Show more Sales Manager – Patient Point & Core January 2015- March 2017 • Effectively lead & inspired a team of 10+ to hit individual & team goals by using situational leadership • Provided reps with the tools & products needed to focus on successful print & digital campaigns for small to medium sized businesses with a focus on healthcare • Organized & implemented new sales techniques, training, & coaching to improve rep development • Recruited & conducted interviews & role plays for potential new hires • Forecasted sales results & ran contests to motive reps to achieve team goals Inside/Outside Hybrid Sales Representative June 2012- December 2014 • Successfully exceeded benchmarks & objectives for sales of print & digital advertising • Strategically provide businesses with print & digital solutions over the phone & in person • Periodically and effectively lead weekly meetings & training for the entire sales floor • Completed the Aspiring Management Program & successfully mentored new reps • Worked closely with management to create coaching plans, canvass plans, & strategies Show less Sales Manager – Patient Point & Core January 2015- March 2017 • Effectively lead & inspired a team of 10+ to hit individual & team goals by using situational leadership • Provided reps with the tools & products needed to focus on successful print & digital campaigns for small to medium sized businesses with a focus on healthcare • Organized & implemented new sales techniques, training, & coaching to improve rep development • Recruited &… Show more Sales Manager – Patient Point & Core January 2015- March 2017 • Effectively lead & inspired a team of 10+ to hit individual & team goals by using situational leadership • Provided reps with the tools & products needed to focus on successful print & digital campaigns for small to medium sized businesses with a focus on healthcare • Organized & implemented new sales techniques, training, & coaching to improve rep development • Recruited & conducted interviews & role plays for potential new hires • Forecasted sales results & ran contests to motive reps to achieve team goals Inside/Outside Hybrid Sales Representative June 2012- December 2014 • Successfully exceeded benchmarks & objectives for sales of print & digital advertising • Strategically provide businesses with print & digital solutions over the phone & in person • Periodically and effectively lead weekly meetings & training for the entire sales floor • Completed the Aspiring Management Program & successfully mentored new reps • Worked closely with management to create coaching plans, canvass plans, & strategies Show less

  • Hakim Insurance Marketing
    • Dayton, Ohio Area
    • Broker Relation Manager
      • Dec 2010 - Jun 2012

      • Effectively closed deals and negotiated prices presented to potential clients • Recruited insurance agents across the U.S. with various carriers & assisted them with numerous tools & training to generate business successfully • Implemented improved management & organizational methods throughout the company • Created, organized, directed, & managed a captive agent team • Effectively closed deals and negotiated prices presented to potential clients • Recruited insurance agents across the U.S. with various carriers & assisted them with numerous tools & training to generate business successfully • Implemented improved management & organizational methods throughout the company • Created, organized, directed, & managed a captive agent team

Education

  • University of Dayton
    Master of Business Administration - MBA, Business Administration and Management, General
    2019 - 2022
  • Wright State University
    Bachelors Degree, Business Management
    2009 - 2011
  • Sinclair Community College
    Associates Degree, Business Administration
    2006 - 2009

Community

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