Bradley Polinsky
Account Executive at Valid8 Financial- Claim this Profile
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Bio
Credentials
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Certified Professional, Life and Health Insurance Program (CPLHI)
California Department of InsuranceMay, 2021- Sep, 2024 -
Bloomberg Market Concepts Certificate
Bloomberg LP
Experience
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Valid8 Financial
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United States
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Financial Services
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1 - 100 Employee
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Account Executive
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Oct 2022 - Present
• 2nd AE hire. Working with accounting firms, law firms, and government agencies. Q1 ‘23: 208% quota Q3 ‘23: 101% quota
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BDR
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Jun 2022 - Sep 2022
• #1 quarter in qualified meetings booked in company history, 189% quota overall.
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(various)
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Financial Services
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1 - 100 Employee
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Baseball/Catching Coach
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Apr 2020 - Present
• Acquired clients for private catching lessons. Planned and coached practices and games for youth and high school baseball teams. • Acquired clients for private catching lessons. Planned and coached practices and games for youth and high school baseball teams.
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Centura Wealth Advisory
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Intern
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May 2021 - Aug 2021
• Built financial models to evaluate client’s tax implications, net worth projections, and fee structures, and improved ops efficiency by defining best practices for managing tasks in Salesforce, organizing agendas, and reporting billable hours. • Built financial models to evaluate client’s tax implications, net worth projections, and fee structures, and improved ops efficiency by defining best practices for managing tasks in Salesforce, organizing agendas, and reporting billable hours.
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Education
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Iona College
Bachelor of Business Administration, Finance -
Washington State University
Transferred, General, Business
Community
