Brody Boston
Account Executive at Guidewheel- Claim this Profile
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Bio
Credentials
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Six Sigma: Black Belt
Project Management InstituteJan, 2023- Nov, 2024 -
Series 65 License
FINRAApr, 2021- Nov, 2024
Experience
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Guidewheel
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United States
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Software Development
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1 - 100 Employee
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Account Executive
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Jul 2022 - Present
On a mission to empower all the world’s factories to reach sustainable peak performance. Guidewheel clips onto any machine to turn its real-time “heartbeat” into a connected, actively learning system that empowers teams to reduce lost production time, increase throughput, and perform better and better over time. Good for business, good for the planet.
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Senior Business Development Representative
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Jan 2022 - Jul 2022
As the first outbound rep, my role allowed me the opportunity to create my own messaging, my own tests for outreach, and to be held highly accountable to learning and figuring out what would work best. After creating a process for consistently bringing in 15-20 qualified meetings per month on my own, I was promoted to an Account Executive role, while helping to help support and train incoming reps.
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Spicer Capital
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Financial Services
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1 - 100 Employee
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Lead Planner
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Mar 2020 - Dec 2021
At Spicer Capital, I wore many hats, working directly with the founder. I nurtured all inbound leads through our entirely virtual sales cycle. I worked 1-on-1 with several high-net-worth clients, providing feedback, creating relationships, and fulfilling any requests that they had. I provided feedback, offered advice, and contributed to what is now a WSJ best-selling book. I helped advise on and trial paid advertising efforts through FB ads and helped increase scheduled lead appointments by 500%. I created an online course and created several processes for various elements of our business to make us more effective and efficient.
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Colburn Financial
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United States
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Financial Services
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1 - 100 Employee
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Sales Development Representative
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Jan 2019 - Mar 2020
I feel very grateful for the people I got to work with at Colburn Financial. Working at Colburn Financial gave me the opportunity to work at my own pace and on my own schedule. This level of flexibility was great, in many instances, though I much preferred creating my own schedule and routines that I stuck to daily. This discipline allowed me to quickly move up in our organization to become the youngest Key Lead Manager. I managed 5 other sales representatives, while still hitting my individual sales goals. The experience of managing a team was by far my favorite aspect. It provided numerous learning opportunities, from how to motivate people and how to make sure they are happy, to how to be highly accountable for their success.
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Holmes Enterprises Inc.
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Clinton, South Carolina
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Intern
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Oct 2018 - Feb 2019
I was extremely fortunate to find a mentor, Rod Holmes, that allowed me to work directly with him to manage and grow his 150+ investment property portfolio. Rod encouraged me to think outside the box and exposed me to opportunities to help me do so. Individually I worked on finding good deals on homes, assessing the opportunity and cash flow it could produce, determining the improvements that would have the greatest ROI, and the type of investment that the house could be turned into. The majority of the properties Holmes Enterprises bought were single-family buy and holds, but a large number were sold on contract. My duties were to help find deals that would be difficult for other buyers to find. This allowed me to create my own marketing strategy in which I was able to find motivated sellers that were well off the grid of most investors' radar. The level of success I had allowed me to go through with my very own wholesale deal.
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Principal Financial Group
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United States
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Financial Services
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700 & Above Employee
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Intern
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May 2018 - Aug 2018
Through working as an intern I was exposed to a lot of information in the financial planning process. My primary responsibilities included: processing, filtering, and preparing portfolio investment information to existing clients. These tasks allowed me access to observe various investment products which produced many questions that my managers were eager to answer. Books, articles, and blogs were fed to me as supplemental resources to get the most out of the experience. In the quick three months of summer, I had learned a lot from the experience, primarily that I would never again return to such a mundane role. I gained a hunger and vision to more actively partake in the financial success of others.
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Tropical Snow®
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Food & Beverages
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1 - 100 Employee
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Owner/Manager
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May 2012 - Jun 2015
Owning a business as a 15-year-old in high school gave me a new perspective on completing tasks and accomplishing goals that at first seem too daunting to even start. It was my responsibility to pick a strategic location, market, track financials, place orders, get heath inspections, licensing, and create a work schedule. Every morning before school I would manage inventory and make sure everything was ready for when I got excused to leave school early daily to catch the wave of customers who were eager to come to get a self-proclaimed world-class snow cone. Throughout the experience, I improved on key social skills that allowed me to quickly connect with people, I learned to take initiative and became hyper-focused on time management while I tried to plan out my day so that I could simultaneously continue to pursue playing golf at the division one level.
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Education
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Presbyterian College
Bachelors, Business Administration and Management, General
Community
