Bob Wallace, CLFP
Senor VP Portfolio & Remarketing at CoreTech- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
CoreTech
-
United States
-
Financial Services
-
1 - 100 Employee
-
Senor VP Portfolio & Remarketing
-
Feb 2022 - Present
-
-
National Account Manager
-
2013 - Present
-
-
-
Cornerstone Records Management
-
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
-
-
-
TriNet
-
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
-
-
-
UnitedHealth Group
-
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
-
-
-
Z57, Inc.
-
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