Experience

Augusta Precious Metals

• United States
• Financial Services
• 1 - 100 Employee

• Senior Broker

  • Jan 2019 - Present

  Los Angeles, California



METALS.com

• Junior Broker

  • Jul 2018 - Dec 2018

  Beverly Hills, Califorina - Make 300-500 outbound phone calls daily while managing prospect pipelines and follow up. - Qualify prospective clients and work with senior-level brokers to open new accounts. - Help individuals understand the pros and cons of self-directed IRAs and different types of retirement accounts including 401Ks, IRAs, and annuities. - Educate individuals about investment opportunities in precious metals and cryptocurrency markets. - Successfully provide investment advice… Show more - Make 300-500 outbound phone calls daily while managing prospect pipelines and follow up. - Qualify prospective clients and work with senior-level brokers to open new accounts. - Help individuals understand the pros and cons of self-directed IRAs and different types of retirement accounts including 401Ks, IRAs, and annuities. - Educate individuals about investment opportunities in precious metals and cryptocurrency markets. - Successfully provide investment advice to prospective clients and effectively communicate financial, economic, precious metals & cryptocurrency market news. - Quickly learned about the precious metals industry by closely following financial markets and geopolitical & economic factors impacting investors. - Exhibit high-degree of professionalism with the ability to clearly articulate financial markets and answer finance-related questions. Show less



PureLife Dental

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Account Executive

  • Feb 2017 - Jun 2018

  Santa Monica, CA - Grew individual territory by 150% in 12 months and achieved $2.85+ million in revenue. - Surpassed 2017 annual quota by 50% and regularly exceeded employer’s expectations on sales goals. - Worked closely with company’s C-staff to identify and execute on new business opportunities. - Consistently made 60-100 calls per day, resulting in new business generation and being recognized as a top account executive based on call volume. - Delivered exceptional account… Show more - Grew individual territory by 150% in 12 months and achieved $2.85+ million in revenue. - Surpassed 2017 annual quota by 50% and regularly exceeded employer’s expectations on sales goals. - Worked closely with company’s C-staff to identify and execute on new business opportunities. - Consistently made 60-100 calls per day, resulting in new business generation and being recognized as a top account executive based on call volume. - Delivered exceptional account service to strengthen customer relationships and grow sales. - Answered customers’ questions about products, prices, availability, uses and credit terms. - Trained sales teams on educational products at seminars and trade shows. - Created high performing promotional sales materials that were then adopted across the office. Show less



ASMX Capital Advisors, LLC

• Investment Banking
• 1 - 100 Employee

• Vice President of Business Development

  • Dec 2015 - Oct 2016

  Marina del Rey, CA As ASMX Capital’s Vice President of Business Development I oversaw the company’s sales initiatives and worked to discover new partnership opportunities while also growing ASMX Capital’s customer-base and helping entrepreneurs build and grow profitable businesses. - Collaborated with CEO and VP of Client Relations to develop and execute business and marketing plans in an emerging industry - Actively grew and managed a pipeline of new and potential clients through cold calling and… Show more As ASMX Capital’s Vice President of Business Development I oversaw the company’s sales initiatives and worked to discover new partnership opportunities while also growing ASMX Capital’s customer-base and helping entrepreneurs build and grow profitable businesses. - Collaborated with CEO and VP of Client Relations to develop and execute business and marketing plans in an emerging industry - Actively grew and managed a pipeline of new and potential clients through cold calling and networking - Successfully communicated ASMX’s business offerings to top-level executives and worked closely with CEO in final sales closings - Oversaw social media channels, maintained content on media sites, developed and distributed sales materials - Created and managed client portfolios and related documents to ensure efficient communication - Quickly developed a high comprehension and knowledge in the securities industry and market trends - High performance resulted in promotion to VP of Business Development within 2 months of hire date Show less



APPLIED NETWORK SOLUTIONS, LLC

• United States
• IT Services and IT Consulting

• Sales Associate

  • Mar 2015 - Dec 2015

  - Scheduled internal and external meetings and events. Proactively coordinated schedules and resolved conflicts - Responsible for promoting sales using internet marketing, community networking, calling, and lead generation - Developed and implemented new sales strategies to promote adoption of Applied’s low voltage cabling product - Maintained contact with prospects to develop long term, growing relationships - Provided strong inside sales, marketing, and sales… Show more - Scheduled internal and external meetings and events. Proactively coordinated schedules and resolved conflicts - Responsible for promoting sales using internet marketing, community networking, calling, and lead generation - Developed and implemented new sales strategies to promote adoption of Applied’s low voltage cabling product - Maintained contact with prospects to develop long term, growing relationships - Provided strong inside sales, marketing, and sales engineering support Show less



Keller William Realty

• Real Estate
• 100 - 200 Employee

• Client Care Coordinator

  • Mar 2014 - Mar 2015

  - Responsible for identifying potential buyers and sellers and setting up appointments for showings and appraisals - Proactively called and surveyed clients to determine overall client satisfaction - Created and managed call reports and results to distribute to Client Care Manager and team - Maintained accurate client feedback through surveys intended for coaching development and client satisfaction - Reported findings on a monthly basis, distributed feedback and… Show more - Responsible for identifying potential buyers and sellers and setting up appointments for showings and appraisals - Proactively called and surveyed clients to determine overall client satisfaction - Created and managed call reports and results to distribute to Client Care Manager and team - Maintained accurate client feedback through surveys intended for coaching development and client satisfaction - Reported findings on a monthly basis, distributed feedback and survey links to coaches and head coaches Show less