Travis Gerlach
Senior Financial Consultant at Crestmont Capital- Claim this Profile
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Experience
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Crestmont Capital
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United States
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Financial Services
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1 - 100 Employee
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Senior Financial Consultant
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Apr 2017 - Present
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Mopro
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United States
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Advertising Services
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1 - 100 Employee
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Digital Marketing Consultant
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Jan 2017 - Apr 2017
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SolarCity
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Renewable Energy Semiconductor Manufacturing
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Field Energy Consultant
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Feb 2015 - Jan 2017
Develops qualified sales opportunities and referrals Closes homeowner solar contracts Provides the perfect customer experience Develops qualified sales opportunities and referrals Closes homeowner solar contracts Provides the perfect customer experience
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Balboa Capital
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United States
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Financial Services
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100 - 200 Employee
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Account Executive
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Jul 2014 - Jan 2015
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Gerlach Property Group
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United States
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Real Estate
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Customer Service Representative
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May 2013 - Aug 2013
• Provided costumer service for current and prospective clients • Oversaw maintenance and accounts receivable for 9 properties. • Created Excel documents for properties in specific zip codes to clarify pricing for upper management • Provided costumer service for current and prospective clients • Oversaw maintenance and accounts receivable for 9 properties. • Created Excel documents for properties in specific zip codes to clarify pricing for upper management
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Customer Specialist
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Sep 2011 - May 2012
• Performed various responsibilities including cashiering, food preparation and customer service • Handled up to $1,000 in transactions while interacting with a high-value of customers • Marketed and suggested additional products to increase sales • Performed various responsibilities including cashiering, food preparation and customer service • Handled up to $1,000 in transactions while interacting with a high-value of customers • Marketed and suggested additional products to increase sales
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Gerlach and Associates
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Financial Services
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Administrative Intern
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May 2011 - Aug 2011
• Organized and maintained documents within the corporate office for all brokers • Assisted and oversaw insurance brokers with sales presentations for over 10 clients • Provided excellent customer service by answering phones and enhancing client relations • Organized and maintained documents within the corporate office for all brokers • Assisted and oversaw insurance brokers with sales presentations for over 10 clients • Provided excellent customer service by answering phones and enhancing client relations
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Education
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University of Arizona
Communication's Major | History minor, Social and Behavioral Studies