Dawn McDaniel

Assistant VP Sales - Remote at Blue Vault Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Clarkesville, Georgia, United States, GE
Skills

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Bio

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5.0

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Joe Colavito

Dawn is a hard working, servant leader. While at Wells REF together she was instrumental in building lasting relationships. I’m sure Stacey and the team at Blue Vault are happy to have her.

barbara cuevas

While working at Wells Real Estate Funds, I worked with Dawn and found her an experienced professional. She brought her vast sales and real estate experience to Wells and poved herself to be an invaluable member of the sales team. She would be a great asset to anyone.

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Credentials

  • Former Registered Series 7 & 63
    FINRA
    Aug, 2001
    - Sep, 2024
  • Georgia Real Estate License
    Georgia Institute of Real Estate
    Aug, 1979
    - Sep, 2024

Experience

  • Blue Vault Partners, LLC
    • Assistant VP Sales - Remote
      • Dec 2013 - Present

      Responsible for establishing and maintaining key relationships to increase subscription sales. Successful in multi-tasking and self-motivated to work remotely. Educate subscribers within the NTR, BDC, IFCEF reports and data. Communicate with subscribers to facilitate the renewal process. Follow up on all email requests. Communicate with subscribers to address all questions. Proactively call Broker Dealers Partnership Financial Advisors or RIA for NEW Sale Subscription Responsible for establishing and maintaining key relationships to increase subscription sales. Successful in multi-tasking and self-motivated to work remotely. Educate subscribers within the NTR, BDC, IFCEF reports and data. Communicate with subscribers to facilitate the renewal process. Follow up on all email requests. Communicate with subscribers to address all questions. Proactively call Broker Dealers Partnership Financial Advisors or RIA for NEW Sale Subscription

  • Elite Closing Solutions
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Transaction Coordinator - Remote
      • Jun 2021 - Apr 2023

      Serves as liaison for agents, broker and clients with title companies and financial institutions to improve real estate transactions reducing handling time by 25%. Prepare and send purchase documentation by serving as point of contact and accurately collecting. information by successfully closing over 400+ “All Cash” residential sales annually. Verifies, and shows property facts to clients, obtains signatures from clients, serving as liaison and pivotal point of information on behalf of senior agent with the team and clients when agent is unavailable. Worked with “All Cash” Investor who closed 50 - 60 contracts per month within 20 days of acceptance of contract. Show less

  • Wells Real Estate Funds
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Sales Coordinator/ Assistant Vice President
      • Oct 1996 - Aug 2012

      Coordinated Regional Sales Team for optimal sales performance. Managed all sales region planned events for sales team and financial advisors including invitations, promotional material, venue, catering, audio/visual needs, and literature. Scheduled meeting for our wholesalers, with Financial Advisors, RIAs. Received team recognition for achieving the highest level of regional sales growth for 2007-2008 for bolstering sales from $750K to $3M. Received team award for generating the highest mutual fund sales in 2001. Grew and developed the Financial Institution arm of the new business development department with team members. Vital member of two/three-person team. Trained on brand new CRM. Built strong relationships virtually with gatekeepers. Provided thorough and precise training to all new Sales Coordinators within 14 sales regions. Earlier positions include Real Estate Agent with REMAX and Century 21, as well as Real Estate Agent and Sales Manager for Tolan-Rozelle Realtors and Property Management. Real Estate Agent with REMAX, Century 21, Tolan-Rozelle Realtors and Property Management Show less

Education

  • Kenmore West Senior High School
    High School, Business
    1968 - 1972

Community

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