Hosted monthly 5 course meals for friends and family
Anil Gopalpur
Portland
Summary
Results-oriented professional with over three years of experience in consulting, sales, and financial advising. Proven expertise in driving business growth, scaling operations, and managing strategic client relationships across diverse industries. Skilled in data analytics, financial planning, and operational strategy, with a demonstrated ability to generate revenue, optimize processes, and deliver impactful business outcomes. Passionate about leveraging entrepreneurial thinking and technology-driven solutions to enhance organizational performance.
Overview
6
6
years of professional experience
Work History
Financial Representative
Northwestern Mutual
08.2023 - Current
- Support clients by analyzing their current assets, liabilities, and net worth to help achieve long term financial goals
Senior Consultant
Sphere Digital Recruitment
01.2022 - 03.2023
- Launched NYC office of the London based recruiting company as the first hire and helped grow it to a team of7
- Brought in over $300K in revenue leading me to be a top10 contributor to our global company
- Worked with a total of13 clients ranging across Marketing Agencies, Tech Vendors, and Publishers on both the sales and client services side supporting companies like Omnicom, MiQ, Taboola, The BBC, and The New York Times
Algorithm Sales Consultant
Dascena
07.2020 - 11.2021
- Involved with senior leadership on key business decisions relating to strategy, finance, operations and logistics growing our startup from30 people to over200 within12 months
- Sold, implemented, and managed COVID-19 lab services, and core diagnostic algorithms to over a dozen clients ranging from government entities to private healthcare facilities
- Guided clients' C-suite executives on key business initiatives and strategies
- Built out our customer portal and supported clients with onboarding and data analysis
Intern
Phillips and Company Wealth Management
06.2019 - 08.2019
- Provided weekly market reports, data entry, and portfolio reviews for key customers
Education
B.S - Information, Management, and Technology
Syracuse University
Syracuse, NY05.2020
Skills
- Product Knowledge
- Client Relationships
- Website Design/Python
- Entrepreneurial Mindset
- Data Analytics
- Goal Oriented
- Scheduling Management
- Financial Modeling
Accomplishments
I traveled to all 7 continents before turning 21.
Interests
Timeline
Financial Representative
Northwestern Mutual
08.2023 - Current
Senior Consultant
Sphere Digital Recruitment
01.2022 - 03.2023
Algorithm Sales Consultant
Dascena
07.2020 - 11.2021
Intern
Phillips and Company Wealth Management
06.2019 - 08.2019
B.S - Information, Management, and Technology
Syracuse University
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