BINH TO
Houston,TX
Summary
To utilize my strong financial knowledge and exceptional sales skills as a leader and individual contributor to provide personalized investment solutions and drive client satisfaction for a reputable financial advisory firm. Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
24
24
years of professional experience
Work History
Business Development Advisor
UBS Financial
11.2023 - Current
- Team Collaboration and Business Development: Collaborate with a team to identify, source, and prospect high net worth and ultra-high net worth individuals and families
- Acquire clients through targeted marketing channels, emphasizing personalized financial solutions
- Play a pivotal role in winning new business by building strong relationships
- Exit Planning Expertise: As a Certified Exit Planning Advisor, educate business owners on succession planning strategies
- Provide tailored advice to help clients transition their businesses effectively
- Holistic Financial Planning: Work closely with senior financial advisors to deliver specialized products and services
- Create comprehensive financial plans that align with clients' goals and aspirations
- Empower clients to achieve financial security and peace of mind
- Client-Centric Approach: Passionate about helping clients live their best lives
- Reduce financial stress by providing strategic guidance and personalized solutions.
Senior Market Sales Leader
Wells Fargo Bank
02.2011 - 11.2023
- Led, developed, trained, and coached a field sales executive team within the retail and business banking group
- Oversaw B2B sales activities, exceeding revenue expectations in the Houston, Austin, and San Antonio markets
- Designed and negotiated business enterprise partnership agreements with regional and local bank executives
- Increased product market penetration to serve small business owners' cashflow needs.
Business Sales Consultant
Wells Fargo Bank
07.2000 - 02.2011
- Achieved top performance as an outside sales consultant
- Sourced and acquired new business, focusing on payment acceptance solutions
- Collaborated with internal and external partners to address cashflow needs for small business owners.
Education
Visa University Payments Lab -
01.2022
AFP Treasury Professional Completion -
01.2006
BS Biological Science -
01.2000
License -
Certified Exit Planner Advisor -
Skills
- Consultative Sales
- Cash Flow analysis
- Business Development
- Cold-calling
- B2B background
- Product expertise
- Sales and Marketing
- Financial Planning
- Planning for retirement
- Sales expertise
Accomplishments
- 2022, 271% increase YOY on team average volume deal size. Pivot team to engage more complex business opportunities. Promoted 2 employees to senior sales position.
- 2019-2021, Clover Leader (integrated point of sale) for National division. Resulted increase in upfront equipment revenue and delivery per sales FTE. Enhance national sales training program and product presentations.
- 2018, Ranked #1 Supermarket in Texas/New Mexico Region in performance. Turnaround underperforming market in Austin/San Antonio, increase revenue performance by 56% YOY (2017 blend performance 52% to 108% in 2018).
- 2017, Nationally ranked top 3 teams in revenue performance. #1 in delivering Clover equipment (integrated point sales) nationally.
- 2016, #2 Market Sales Manager nationally. Blended performance 155% goal.
- 2014-2015, #1 Market Sales Manager nationally. Blended performance 155% goal.
- 2005-2010, National annual Top Gun and Sales Star Hawaii recipient as a Business Consultant.
Timeline
Business Development Advisor
UBS Financial
11.2023 - Current
Senior Market Sales Leader
Wells Fargo Bank
02.2011 - 11.2023
Business Sales Consultant
Wells Fargo Bank
07.2000 - 02.2011
Visa University Payments Lab -
AFP Treasury Professional Completion -
BS Biological Science -
License -
Certified Exit Planner Advisor -
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