Bob Wallace, CLFP

Senor VP Portfolio & Remarketing at CoreTech
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senor VP Portfolio & Remarketing
      • Feb 2022 - Present

    • National Account Manager
      • 2013 - Present

    • Information Services
    • 1 - 100 Employee
    • Senior Account Executive
      • 2012 - 2013

      Sold records management services to hospitals, medical practices, financial companies and law firms for this company which is now a wholly-owned business unit of Iron Mountain. • Provided HIPAA compliant storage, back-up and rotation for digital records with 24 hour a day, 7 day a week service. • Secure, compliant destruction of storage media. • Sold Records Systems Design and Planning Services. • Provided outstanding customer service in all phases of sales process from design, proposal, on-boarding, security and compliance with HIPAA, Joint Commission and Quality Regulations. • Sold Disaster Recovery Planning and Implementation. • Twice in one year year on-boarded two largest new business accounts in a single quarter. Show less

    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Regional Sales Consultant
      • 2011 - 2012

      Sold outsourced Human Resources services to emerging, growth-oriented companies in a SaaS model. Specialized in high tech, medical device and non-for-profit organizations. • Won company wide sales contest for the most new accounts generated through the use of social media. • Sold Employee benefits including health, dental, vision and wellness. • Risk Management and Worker's Compensation • Payroll Services • Human Capital Consulting • Time and Attendance Reporting • Cafeteria 125 Plans • Best in Class 401K plan • Kept customers up to date on Human Resources compliance and reporting Show less

    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior Portfolio Sales Specialist
      • 2009 - 2011

      Licensed Sales Professional specializing in company's healthcare products. • Promoted to Senior Portfolio Sales position after eight months based upon sales performance and overall effectiveness. • Achieved 275% of quota and exceeded goals for compliance, quality, customer service and efficiency. • Ranked in top 10% of salespeople nationwide. • Consistently exceeded sales quotas while maintaining compliance with both State and Federal regulations and provided excellent customer follow through which increased customer retention. • Received multiple quarterly bonuses based upon sales performance. Show less

    • United States
    • Technology, Information and Internet
    • 100 - 200 Employee
    • National Account Manager
      • 2005 - 2009

      • Successfully sold equipment sourcing, leasing, life cycle management and disposition services. • Specialized in healthcare and technology equipment focusing on hospitals, middle market companies, medical practice groups and non-profit organizations based in Southern California and the western United States. • Developed territory through cold calling, building vendor relationships, volunteer service in professional and industry associations, exhibiting at and attending trade shows. • Established a substantial referral network. • Identified needs through consultative selling, made presentations, wrote proposals highlighting customer-centric solutions. Closed business. • Built strong relationships with key accounts by managing the process from start to finish. • Increased market share 93% and 37% in most recent two years in territory through up-selling and new account generation. Show less

Education

  • Wartburg College
    Bachelor of Arts (B.A.)
  • California Department of Insurance
    Licensed Life, Health and Disability Agent
  • Certified Lease & Finance Professional Foundation
    CLFP, Certified Lease Financing Professional
  • California State Board of Pharmacy
    Licensed Pharmacy Technician
  • UC Irvine
    Post Graduate Certification in Convergent Media and Marketing, Marketing and Data Analytics
  • California Department of Social Services
    Residential Elder Administrators Certificate

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