See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Kevin Defries is a seasoned financial services professional with expertise in investments, retirement planning, and proposal writing. He has managed teams and handled proposal and marketing activities for multinational companies. Kevin holds a Bachelor of Arts degree in English (Creative Writing)/Journalism from Southern Illinois University, Carbondale.

Experience

    • Manager of Proposals and Marketing
      • Aug 2017 - Present
      • Denver

      Manage a team to handle all Proposal and Marketing activities for a multinational voting hardware, software, and support services provider.

  • HB Management Group, Inc.
    • Greater Denver Area
    • Director of Sales and Proposals
      • Jan 2015 - Aug 2017
      • Greater Denver Area

      Responsible for all sales and proposal activity for the company with a targeted goal of $3.0 million in sales for 2015 (exceeded 2015 goal with $3.8 million in sales in only 11 months). Responsible for all lead generation by working closely with field personnel, establishing and maintaining contact with decision makers for large retail and government entities, and maintaining data for online bid generation sites. Fully responsible for bid qualification and bid/no-bid recommendations. I play an active role in all pricing aspects based on competitive intelligence gathered from potential customers or past experience.

    • United States
    • Financial Services
    • 700 & Above Employee
    • RFP Team Supervisor
      • Feb 2012 - Jan 2015

      Supervisor for Top 5 Financial Services Company handling all aspects of the proposal process for million dollar retirement plans to multi-billion dollar retirement plans for corporate and government entities. I filter bids from 90+ sales teams and product managers to a team of 10 writers/project managers. We maintain more than 4,000 responses in our dedicated RFP database covering seven separate lines of business. In addition to managing all incoming bid activity, I carry a full case workload, while actively managing 6 direct reports, create original content, and maintain strong relationships with more than 150 internal Subject Matter Experts.

    • Senior RFP Writer
      • Aug 2005 - Feb 2012

      As an RFP Writer/Senior Writer, I handled all aspects of the RFP process including an initial review of the RFP and coordinating strategy calls will all team members (sales, marketing, legal, customer service, VPs and senior VPs). I wrote original content based on interviews with Subject Matter Experts and researching internal documents and databases to mine information. I managed our most challenging bids under tight deadlines and helped produce winning bids for more than 10 multi-billion dollar plans for state, city and county governments, and many more wins for government and corporate plans in excess of $100 million in assets.

  • Wayin
    • Greater Denver Area
    • Online Content Writer
      • Oct 2011 - Oct 2012
      • Greater Denver Area

      Created original online content for live sporting events focussed on NHL (LA Kings and Chicago Blackhawks) and NFL Monday Night Football. Online events consisted of creating a scheduled list of questions based on the team, merchandise, general knowledge and team trivia. NHL work received approval from team representative. Live blogging and monitoring of scheduled questions lasted from 30 minutes before the event until approximately 15 minutes following the game end.

    • Senior Correspondence Writer
      • May 1997 - Aug 2005

Education

  • 1992 - 1997
    Southern Illinois University, Carbondale
    Bachelor of Arts (B.A.), English (Creative Writing)/Journalism

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles