PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Timeline
PROFESSIONAL HIGHLIGHTS

Adam Stokes

Inc Authority
Reno,NV
23
years of professional experience

Strategic Sales Executive with over 30 years in driving revenue growth and building high-performing teams. Expertise spans business banking, mortgage lending, and consultative sales. Delivered successful sales processes, lead generation strategies, and CRM implementations that consistently surpassed performance goals while fostering long-term client relationships.

Work History

Senior Business Advisor – Real Estate Structuring Division

3 Years 7 Months
Inc Authority | 01.2023 - Current
  • Advised entrepreneurs, investors, and business owners on entity formation, asset protection, trusts, funding, trademarks, and planning to enhance business sustainability.
  • Developed customized structuring strategies for clients nationwide, aligning business goals with regulatory requirements.
  • Consult clients on long-term growth strategies, funding solutions, and business expansion.
  • Manage one of the company's largest books of business while maintaining exceptional client satisfaction and retention.
  • Consulted clients on growth strategies, funding solutions, and business expansion to facilitate strategic decision-making.

Mortgage Loan Originator

4 Years 2 Months
First Choice Loan Services (Berkshire Bank) | 11.2018 - 01.2023
  • Originated residential purchase and refinance mortgage loans, facilitating homeownership for clients.
  • Guided borrowers through every stage of lending process, ensuring clarity and confidence from application to closing.
  • Built referral-based business through proactive relationship management and extensive networking efforts.
  • Built a referral-based business through relationship management and networking.
  • Hosted monthly client appreciation events to strengthen referral partnerships.

Sales Manager / Internet Sales & Business Development Manager

2 Years 4 Months
Susanville Ford Chrysler Dodge Jeep Ram | 06.2016 - 10.2018
  • Built and led team of Product Specialists for customer demonstrations and sales support, enhancing customer engagement.
  • Managed Business Development Center (BDC), internet sales department, and outbound telemarketing operations to drive lead generation.
  • Built and led a team of Product Specialists responsible for customer demonstrations and sales support.
  • Developed sales scripts, appointment-setting processes, and email marketing campaigns to streamline communication with prospects.
  • Developed sales scripts, appointment-setting processes, and email marketing campaigns.
  • Managed three dealership websites and online lead generation initiatives.

Internet Sales & Business Development Manager

3 Years 7 Months
Reno Buick GMC Cadillac / Mercedes-Benz of Reno | 05.2013 - 12.2016
  • Built and managed eight-person inbound and outbound business development center, enhancing lead conversion and customer engagement.
  • Built and managed an eight-person inbound and outbound Business Development Center.
  • Executed dealership-wide email marketing campaigns.
  • Developed departmental budgets and operational processes, ensuring alignment with business goals and resource allocation.
  • Executed dealership-wide email marketing campaigns, increasing customer outreach and driving lead generation.
  • Key Achievements
  • 59 vehicle sales in a single month
  • 421 service appointments generated
  • Average front-end gross profit exceeding $3,000 per vehicle

Business Banking Manager | Branch Manager | Regional Acquisition Officer

9 Years 4 Months
Wells Fargo Bank | 01.2004 - 05.2013
  • Oversaw business banking operations in Reno market, ensuring alignment with organizational goals.
  • Led, coached, and developed a team of seven business banking professionals.
  • Conducted weekly sales meetings, performance coaching, and operational reviews.
  • Cultivated strong relationships with business owners across Northern Nevada, enhancing client engagement.
  • Advised clients regarding a range of banking services.
  • SBA Lending
  • Merchant Services
  • Payroll Solutions
  • Business Insurance
  • Investment & Brokerage Referrals
  • Managed daily branch operations to support revenue growth, improve customer satisfaction, and expand market presence.

Education

Bachelor of Arts - Business Management

University of Phoenix | Reno

- Psychology, Sociology

University of Nevada
Coursework

High School Diploma

Sparks High School | Sparks, NV | 08.2000

Skills

Sales Leadership & Team Development Business Development
Consultative & Solution-Based Selling
Business Structuring
Real Estate Structuring
Business Credit & Funding
CRM Implementation & Management
Lead Generation & Prospecting
Client Relationship Management
Sales Process Development
Business Banking
Mortgage Lending
Outbound & Inbound Call Center Management
Public Speaking & Networking
Strategic Partnerships
Performance Coaching & Training

Timeline

Senior Business Advisor – Real Estate Structuring Division

Inc Authority
01.2023 - CurrentRead More

Mortgage Loan Originator

First Choice Loan Services (Berkshire Bank)
11.2018 - 01.2023Read More

Sales Manager / Internet Sales & Business Development Manager

Susanville Ford Chrysler Dodge Jeep Ram
06.2016 - 10.2018Read More

Internet Sales & Business Development Manager

Reno Buick GMC Cadillac / Mercedes-Benz of Reno
05.2013 - 12.2016Read More

Business Banking Manager | Branch Manager | Regional Acquisition Officer

Wells Fargo Bank
01.2004 - 05.2013Read More

University of Nevada

from Psychology, Sociology
Read More

University of Phoenix

Bachelor of Arts from Business Management
Read More

Sparks High School

High School Diploma
Read More

PROFESSIONAL HIGHLIGHTS

  • 30+ years of sales, leadership, and business development experience
  • Top-producing sales executive across banking, automotive, mortgage, and business consulting industries
  • Extensive experience in entrepreneurship consulting and business structuring
  • Proven record of building and leading high-performing sales teams
  • Expert in CRM implementation, sales process development, and client retention
  • Strong background in business banking, commercial services, mortgage lending, and funding strategies
  • Recognized for consultative sales, executive relationship management, and strategic growth planning
Adam Stokes