Brian Choate

Founder / Managing Partner at Solutions Group
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Contact Information
us****@****om
(386) 825-5501

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Asbel Montes

Brian is definitely a relationship over transaction mentality! He is a visionary who seeks to provide services to the healthcare industry that will increase revenue potential while decreasing costs. We have been a client for many years and Solutions Group is truly best in class!

Scott Moore

I have worked in the EMS industry for nearly three decades. Brian is one of the only vendor service professionals I have met who truly partners with his clients. Their challenges become his mission. While never a field provider, Brian has managed to align his services in a manner that clearly demonstrates his understanding of the pressures EMS organizations face today. He continually innovates so that he can strengthen the relationship and value proposition he offers his clients.

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Experience

    • Poland
    • Telecommunications
    • Founder / Managing Partner
      • Jan 2014 - Present

      Responsible for the performance of the company, as dictated by the board's overall strategy. My roles include: Successfully implementing company policy, Developing strategic plans, Maintaining a dialogue between shareholders and the board, Controlling finance, Building and maintaining an effective management team, Assuming full accountability for the board for all company operations. Responsible for the performance of the company, as dictated by the board's overall strategy. My roles include: Successfully implementing company policy, Developing strategic plans, Maintaining a dialogue between shareholders and the board, Controlling finance, Building and maintaining an effective management team, Assuming full accountability for the board for all company operations.

    • Director Of Sales and Operations
      • Jul 2010 - Aug 2015

      Utilizing innovative sales and marketing strategies, developed a national presence for an EMS revenue recovery solution. Black Ink Systems connects EMS providers with third-party payers via secure electronic patient-transition. The Black Ink solution provides a web-based platform that identifies government reimbursements for self-pay accounts. This role entailed creating prospects, selling all accounts, and maintaining the account relationships while growing the business. To accomplish this, it was necessary to create web presence, roll out solution to the entire EMS industry including: online white papers and success stories, weekly email and video marketing campaigns, targeted direct mail campaigns, set up trade show presentations and all follow up marketing, designed monthly magazine print advertising, company business cards and brochures, developed affinity referral programs with outside EMS consultants, wrote/produced company promotional video (in-house), developed monthly reporting mechanisms for tracking volume, managing accounts receivable and the electronic referral process, customer training sessions, and ongoing R&D for innovating additional services to further enhance product offering. Responsibilities also included sales calls and presentations both by conference call and in-person, as well as group presentations with national and state associations.

    • Territory Manager, Commercial Sales - Technology Vertical
      • Aug 2009 - Jul 2010

      Security and Access Control Solutions; Designed and sold security integration systems including Closed Circuit Television Systems, Remote Observation Systems, Burglary Detections Systems, Access Control Systems, Fire Suppression Systems, Fire Detection Systems and more. Developed campaigns to continue relationships with clients in territory by direct mail, email and face-to-face contact. Reason for Transition: Recruited into a role in the Healthcare space to pioneer new product for an established parent company.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Account Executive
      • Feb 2006 - Aug 2009

      [ November 2008 – August 2009 ] AmeriKey Capital Mortgage Corp. – Dallas, TX [ April 2008 – October 2008 ] Freedom Mortgage Corporation – Dallas, TX [ Feb 2006 – March 2008 ] First Franklin Funding Corp. / Merrill Lynch - Dallas, TX Established a new territory in the Dallas Market creating and managing a $ 3 - $5mm monthly pipeline; established “Raving Fan” client relationships by providing superior service and consultative selling; devised innovative marketing campaigns to drive consistent fundings with accounts; utilized technology to streamline the process and create client loyalty; held marketing workshops for clients to broaden Broker/Owner support of product lines; gave weekly presentations on products and AUS trainings; designed marketing materials and customized collateral pieces to increase appetite and usage for products.

    • Sales and Marketing Director - VP
      • Feb 2004 - Feb 2006

      Developed and maintained a $10mm loan pipeline on a monthly basis; monitored the closing and funding of 60 loans each month; forecast and analyzed monthly yield spread premiums for the business plan and P&L; managed the Processing department workflow; worked with investors on closing and funding issues; prospected lenders for new loan programs; performed weekly and monthly staff meetings to educate staff on production and closing issues; and trained loan officers on new loan programs. Responsible for developing new marketing initiatives to increase monthly production; constructed several new direct mail campaigns; initiated a customer for life program to continually keep in contact with past clients requesting future business and referrals; prospected for new lenders and loan programs; Developed new employee training manual and training classes. Reason for Transition: Liquidated when interest rates increased and refinance markets

    • United States
    • Regional Sales Director - Texas
      • Jun 1999 - Feb 2004

      Security and Access Control Solutions; Established and grew a Texas branch for a Security, Fire and Home Automation company; Trained and managed staff of 25 employees overseeing their daily production, sales quotas, and referral campaigns; forecast and analyzed monthly revenue for the business plan and P&L; responsible for developing new marketing initiatives to increase monthly production; implemented a telemarketing department to follow up on direct mail campaigns; performed weekly and monthly staff meetings to educate staff on production and administrative developments; trained sales representatives on selling techniques and product knowledge; designed and sold security integration systems. Reason for Transition: Left the security industry and entered the mortgage industry.

    • Territory Manager, Commercial Sales
      • Aug 1997 - Jun 1999

      Security and Access Control Solutions; Designed and sold security integration systems including Closed Circuit Television Systems, Remote Observation Systems, Burglary Detections Systems, Access Control Systems, Fire Suppression Systems, Fire Detection Systems and more. Developed and marketed affinity partnerships with local tradesmen to increase referrals and sales opportunities. Created direct mail campaigns with recent victim of crimes to increase sales opportunities. Facilitated community outreach programs teaching child safety tips to increase referrals. Reason for Transition: Recruited to establish Texas branch for out-of-state security dealer.

Community

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