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
Ted Peña is a seasoned business consultant with expertise in strategy, business development, and management consulting. He has extensive experience in various industries, including real estate, energy, and healthcare. With a strong educational background in economics from Claremont McKenna College, Ted has developed a unique blend of analytical and leadership skills.

Experience

  • The Visio Group
    • San Diego, California, United States
    • Business Consultant
      • Aug 2023 - Present
      • San Diego, California, United States

    • Board Member - President 2019-2023
      • Aug 2015 - Sep 2023

  • The Visio Group
    • Encinitas, CA
    • President
      • Aug 2011 - Aug 2021
      • Encinitas, CA

      Sales, Property and Investment consulting.

    • Sales Performance Consultant
      • Jan 2018 - Feb 2020
      • Escondido, CA

      Worked with Turnkey Strategic Relations to deliver an array of well developed leadership, team building and sales excellence programs. Turnkey Strategic Relations is a recognized leadership consulting firm assisting companies, organizations and individuals in “Unlocking Their Potential” to drive revenue, raise productivity and increase client and employee satisfaction. We develop and deliver customized programs to its customers to strengthen their leadership, communication and collaboration capabilities across all levels of management with proven methodologies, tips and techniques.

    • Investor/Partner/Officer
      • Jan 2003 - Jan 2016
      • Encinitas, CA

      Visio Properties, LLC held rental properties in the Vista and Murrieta communities. Visio Properties closed in 2022.The Visio Investment Group currently provides customized equipment leasing and loan services to a privately held company.

    • Executive Director
      • Jan 2012 - Jul 2014
      • La Jolla, CA

      As a long time Kiwanian and volunteer to help produce the La Jolla Festival of the Arts for 31 years, I created and held the position of Executive Director for the Festival of the Arts in 2013 and 2014.

    • Account Executive
      • Jan 1999 - Jun 2011

      CSI Leasing helps medium to large companies reduce the costs of managing IT equipment from "cradle to grave" through managed lease programs. CSI brings "best practices" to the process of acquiring IT equipment and recycling services to avoid the risk of lost data and illegal dumping. I developed the San Diego/Hawaii/Nevada territory from zero to a $70,000,000 portfolio with $900,000 in monthly lease streams. My clients included WFI, Epsilon Systems, Jenny Craig, Jack in the Box, Mitchell International, ViaSat, National Pen, Luce Forward, Procopio Law, Synteract, Cymer and McCain Traffic.

  • Sempra Energy
    • San Diego
    • Business Development Manager
      • Jan 1997 - Dec 1998
      • San Diego

      I joined a new sales team to generate revenue in California's deregulated energy space. Sold energy efficiency solutions to the healthcare industry. Led a successful sale at Catholic Healthcare West and finished second to Enron in a $80 million project at Kaiser. It's rare that finishing 2nd could be considered a win. While we stayed with selling what we knew we could deliver and maintaining our integrity and reputation at the highest levels, Enron's story of failure is well documented.

    • Regional Account Executive
      • Jul 1995 - Dec 1996
      • San Diego

      I joined PMSC to develop the western US market for insurance property and casualty solutions on the IBM AS/400 platform. PMSC was headquartered in Columbia, SC.

  • IBM
    • San Diego, San Jose and San Antonio
    • Marketing Executive and Manager
      • Aug 1976 - Jun 1993
      • San Diego, San Jose and San Antonio

      I received IBM's first class marketing and management training. I sold complex information solutions to companies in San Diego including Scripps Health, Mitchell International, Coleman College, SAIC and Titan corporation. In 1983, I joined the IBM executive education team presenting IBM architecture lectures to CIO's and CFO's from companies across the US, Europe, Canada, Asia, Australia and New Zealand. In 1985, I moved to San Antonio, Tx to manage a sales team covering cross industries and geography to the US Mexico border. I returned to San Diego in 1987 to manage large San Diego accounts including The Price Club.

Education

  • 1972 - 1976
    Claremont McKenna College
    BA, Economics

Suggested Services

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

Industry Focus. “Business and Professional 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