Summary
Overview
Work History
Education
Skills
Timeline
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Brent Sanford

Brent Sanford

Kalamazoo,MI

Summary

Dynamic Business Development Representative at Agio Imaging with a proven track record in managing high-volume sales pipelines and executing successful outreach strategies. Skilled in CRM systems and data analysis, I excel in client communication and relationship management, driving new business opportunities and enhancing customer satisfaction.

Overview

9
9
years of professional experience

Work History

Business Development Representative

Agio Imaging
Kalamazoo, MI
03.2020 - Current
  • Managed high-volume sales pipeline with HubSpot and Apollo.io, tracking over 250 leads through precise data entry.
  • Coordinated cross-functional teams to monitor project deliverables and ensure on-time delivery of custom signage components.
  • Delivered presentations to potential clients, emphasizing key product features and benefits.
  • Conducted market research to analyze industry trends and identify customer needs.
  • Executed outreach activities, including cold calling and emailing, to generate new business opportunities.
  • Maintained detailed communication logs for customer accounts to enhance relationship management.

Financial Planner

Sanford Financial Services
Portage, MI
04.2016 - 03.2020
  • Managed financial portfolios for over 100 clients, overseeing $125 million in assets.
  • Developed customized financial plans to align with individual client goals.
  • Analyzed investment portfolios based on client risk tolerance and objectives.
  • Leveraged advanced Excel modeling to maintain comprehensive records and inform strategies.
  • Utilized financial planning software to generate detailed projections and analyses.
  • Conducted regular meetings with clients to review financial status and adjust strategies.
  • Educated clients on diverse financial products and investment opportunities.

Education

Bachelor of Business Administration - Finance

Western Michigan University
Kalamazoo, MI

Skills

  • HubSpot
  • Apolloio
  • Raymond James CRM
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • Microsoft Excel for data tracking and reporting
  • Adobe Acrobat
  • Lead Generation
  • Prospecting
  • Pipeline Management
  • Proposal Writing
  • Client Retention
  • Cross-functional team collaboration
  • Strict adherence to procedural compliance
  • Client-facing communication skills

Timeline

Business Development Representative

Agio Imaging
03.2020 - Current

Financial Planner

Sanford Financial Services
04.2016 - 03.2020

Bachelor of Business Administration - Finance

Western Michigan University

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Brent Sanford