Andrew Shannon
Fresno,CA
Summary
Proactive Account Executive recognized for exceptional pipeline management and strategic relationship building. Known for achieving consistent sales growth through effective collaboration and tailored client solutions, ready to drive impactful results in future endeavors.
Overview
8
8
years of professional experience
Work History
Account Executive
Celero Commerce
Fresno
02.2025 - Current
- Established and managed comprehensive relationships with diverse stakeholders, focusing on merchants, bank executives, branch team members, and internal service teams.
- Directed efforts to maintain and enhance diverse portfolios, contributing to significant annual net income growth.
- Surpassed established quotas each month by 300% to 400%, reflecting exceptional sales capabilities.
- Developed and maintained relationships with clients to understand their needs and provide tailored solutions.
- Formulated strategies in collaboration with multiple banking partners to enhance income generation.
Account Associate
Celero
Fresno, CA
03.2023 - 02.2025
- Managed client accounts by ensuring timely responses to inquiries and resolving issues efficiently.
- Developed and maintained strong relationships with clients, enhancing customer satisfaction and retention.
- Achieved 30% growth in previously lagging portfolio during first year of partnership.
- Collaborated with cross-functional teams to improve service delivery and optimize client communication.
Junior Account Executive
Celero
Fresno, CA
08.2022 - 03.2023
- Collaborated with a seasoned account executive to gain expertise in merchant services industry.
- Executed outbound calls to schedule appointments with prospective clients.
- Collaborated with account executive to implement strategies resulting in 200%-300% quota achievement.
Client Service Associate
EP Wealth Advisors
Vancouver, WA
02.2020 - 08.2022
- Streamlined client onboarding processes, enhancing efficiency and ensuring compliance with regulatory standards.
- Coordinated communication between clients and financial advisors, fostering strong relationships and improving service satisfaction.
- Implemented client feedback mechanisms to identify areas for service improvement and drive strategic enhancements.
- Developed training materials for new staff, promoting consistency in service delivery across the team.
Client Account Coordinator
Fisher Investments
Vancouver, WA
08.2018 - 02.2020
- Coordinated client onboarding processes to enhance client satisfaction and retention.
- Managed account documentation, ensuring accuracy and compliance with regulatory standards.
- Developed and maintained strong relationships with clients to support ongoing service needs.
- Streamlined communication between clients and internal teams to improve response times.
Education
Master of Science - Finance
Georgetown University
Washington, DC05-2020
Bachelor of Science - Economics
University of California, San Diego
La Jolla, CA06-2018
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- CRM software expertise
- Written and verbal communication
- Strategic selling
Timeline
Account Executive
Celero Commerce
02.2025 - Current
Account Associate
Celero
03.2023 - 02.2025
Junior Account Executive
Celero
08.2022 - 03.2023
Client Service Associate
EP Wealth Advisors
02.2020 - 08.2022
Client Account Coordinator
Fisher Investments
08.2018 - 02.2020
Master of Science - Finance
Georgetown University
Bachelor of Science - Economics
University of California, San Diego
Duffy Sales Award
Reward given for surpassing sales quote and being in the top 10%