Experience

Total Expert

• United States
• Financial Services
• 200 - 300 Employee

• Account Executive

  • Nov 2021 - Mar 2023

  Greater Minneapolis-St. Paul Area Working alongside Banking professionals to bring technology and innovation to Banks and Credit Unions throughout the country. Total Expert is equipping teams with our Customer Engagement Platform to get ahead of the rapidly changing customer expectations, providing an optimal digital and money experience with their brand, and become the trusted financial partner for life.

• Enterprise, Sales Development - Banks & Credit Unions

  • Sep 2020 - Nov 2021

  Minneapolis, Minnesota, United States Working alongside Bank & Credit Union professionals to bring technology and innovation to financial institutions throughout the country. Total Expert is equipping teams with our experience platform to get ahead of the rapidly changing consumer expectations, providing an optimal digital and money experience with their brand, and become the trusted financial partner for life.

• Lead Development Representative

  • Aug 2019 - Sep 2020

  Greater Minneapolis-St. Paul Area Total Expert is a venture backed SaaS company providing software solutions to mortgage lenders, banks, and credit unions. The industries first enterprise-grade Marketing Operating System (MOS), equipping financial service leaders with intelligent marketing automation tools, segmentation and targeting tools, lead management, asset management, and better sales & marketing alignment. You can reach me at (952) 209-7047 or zach.walker@totalexpert.com



thirtytwothree

• United States
• IT Services and IT Consulting

• Customer Development

  • Mar 2017 - Sep 2019

  Greater Minneapolis-St. Paul Area Communicate and collaborate with team members and customers to define business needs and product-market fit Identify new market trends and opportunities for early-stage startup companies to prove market validation Develop and execute pre-sales strategy planning and demonstrate the ability to execute with new customers



Northland Securities, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Fixed Income Associate

  • May 2018 - Jul 2019

  Greater Minneapolis-St. Paul Area Co-lead the implementation of Salesforce in multiple offices across The United States with over 200 users Recommended, designed, and implemented a commission process for the Public Finance division to digitize current compensation vouchers that are created with each deal done by a sales representative Support and provide recommendations to the CEO, COO, and other upper management employees to meet business needs Generate municipal bond credit summary reports for multiple departments'… Show more Co-lead the implementation of Salesforce in multiple offices across The United States with over 200 users Recommended, designed, and implemented a commission process for the Public Finance division to digitize current compensation vouchers that are created with each deal done by a sales representative Support and provide recommendations to the CEO, COO, and other upper management employees to meet business needs Generate municipal bond credit summary reports for multiple departments' use Use bond analytical software to prepare bond portfolios, swaps, and general economic reports

• Portfolio Services and Sales Intern

  • Jan 2016 - May 2018

  Greater Minneapolis-St. Paul Area Portfolio Services Department Prepare credit summaries on new negotiated and competitive municipal bond issues Assist in updating and maintaining a database of institutional client bond positions Work with Portfolio Services staff on ad hoc projects and various miscellaneous tasks as assigned Sales Department Coordinate with sales administrative staff to maintain files and catalog correspondence and documents of Investment Executives Run supervision, performance, and… Show more Portfolio Services Department Prepare credit summaries on new negotiated and competitive municipal bond issues Assist in updating and maintaining a database of institutional client bond positions Work with Portfolio Services staff on ad hoc projects and various miscellaneous tasks as assigned Sales Department Coordinate with sales administrative staff to maintain files and catalog correspondence and documents of Investment Executives Run supervision, performance, and other reports for Sales Managers Work with Sales staff on ad hoc projects