Brett Hall
Dana Point,CA
Summary
Proven entrepreneur and derivatives trader, adept in business management and customer relations, with a track record of scaling Credit Wizard LLC and American Student Loan Services. Leveraged marketing tactics and team oversight to significantly grow client bases, demonstrating exceptional negotiation and relationship-building skills. Excelled in high-pressure environments, ensuring regulatory compliance and financial optimization. Talented Owner with excellent marketing, customer service and facility oversight skills and more than 5 years of experience. Highly effective and comfortable working with people at all levels in organization.
Overview
6
6
years of professional experience
Work History
Owner
Credit Wizard LLC
06.2022 - Current
- Founded and grew a successful credit repair company, initially starting as the sole sales agent and operations manager. Over time, scaled the business to include a dedicated team of 6 sales agents and multiple processors, while serving over 1,000 clients at our peak. Personally developed and implemented all sales strategies, leveraging my expertise in prospecting, closing deals, and nurturing long-term client relationships.
- In the early stages, I handled all aspects of the business—from client acquisition and credit analysis to delivering results and providing exceptional customer service. This hands-on approach sharpened my sales acumen, allowing me to effectively train and mentor my sales team, leading to improved performance and higher client conversion rates.
- In addition to my sales expertise, I designed and executed advertising campaigns that drove significant lead generation, managing all ad spend and creative strategies for Facebook, Google, and other platforms. My ability to analyze performance metrics and adapt marketing strategies in real-time resulted in consistent growth for the business.
- Currently, as I plan my exit, I continue to ensure seamless operations, focusing on maintaining high service standards, overseeing sales and client relationships, and positioning the company for a smooth transition. I am exiting this company due to recent changed in TSR regulations.
Derivatives Trader
Apex
03.2022 - 10.2024
- Specialize in trading index funds within the futures markets, utilizing a deep understanding of market trends, technical analysis, and risk management strategies. As part of a proprietary trading firm, I actively manage portfolios, execute trades, and capitalize on short-term market movements while maintaining a strong focus on minimizing risk and maximizing returns.
- I apply a disciplined approach to market analysis, leveraging both fundamental and technical indicators to develop and execute profitable trading strategies. My role requires the ability to quickly interpret market signals and adjust positions in real-time, ensuring alignment with overall market conditions and firm objectives. Additionally, I collaborate with a team of experienced traders to share insights, refine strategies, and stay ahead of market trends.
- My experience in trading index funds has sharpened my ability to navigate high-pressure environments and make data-driven decisions under tight time constraints, contributing to consistent performance and success in volatile markets.
Owner
American Student Loan Services
03.2020 - 12.2023
- Co-founded and successfully scaled a business offering document and preparation services to student loan borrowers, focusing on enrolling clients into government relief programs and optimizing savings on their loans. Together with my partner, we expanded the company to include a team of 20 sales agents and built a client base of over 3,000 active borrowers.
- In this role, I was responsible for creating and implementing sales strategies that drove consistent lead generation and conversion. By leveraging a deep understanding of federal student loan programs and regulatory changes, I ensured our clients received the best possible guidance for reducing their loan burdens. My hands-on approach in training and mentoring the sales team significantly improved their performance, leading to higher client retention and satisfaction.
- As the company grew, I also oversaw operations, streamlining processes for document preparation, compliance, and customer service. My ability to navigate the complexities of student loan relief programs and manage a rapidly expanding team was key to the company’s success and reputation in the industry.
Sales Representative
Student Loan Financial Assistance
01.2019 - 10.2020
- Started my sales career as a representative for a company specializing in document and preparation services for student loan borrowers. I quickly established myself as a top performer, consistently ranking among the highest-producing sales agents for 9 consecutive months. My success stemmed from a strong work ethic, exceptional communication skills, and an ability to build trust with clients by thoroughly understanding their financial situations and offering tailored solutions to reduce their student loan burdens.
- During my time in this role, I developed a deep knowledge of federal student loan programs, government relief options, and the documentation required for borrowers to access these benefits. I excelled at explaining complex financial concepts in simple terms, helping clients navigate the often confusing world of loan relief and consolidation. By combining my expertise with a customer-focused approach, I built lasting relationships with clients, resulting in high satisfaction and referral rates.
- In addition to my individual sales performance, I collaborated closely with my team, sharing best practices and helping newer agents refine their pitch and sales techniques. My consistent high performance not only contributed to my personal success but also helped drive overall growth and success for the company.
Education
No Degree - Business
Loyola Marymount University
Los Angeles, CA06.2014
High School Diploma -
Tesoro High School
Mission Viejo, CA06.2013
Skills
- SALES
- Marketing tactics
- Business Management
- Customer Relations
- Client Service
- Program creation and implementation
- Sales Leadership
- Team Oversight
- Small business operations
- Relationship Building
- Cash flow optimization
- Cost Reduction
- Negotiation
- Operations Management
- Verbal and written communication
I enjoy golfing, playing tennis watching sports, and spending time with my two children.
I enjoy golfing, playing tennis, and watching sports in my free time. I’m a member of Monarch Beach Country Club, where I maintain a 7 handicap in golf. My favorite team to watch is the Yankees. Beyond sports, I love spending time with my two children, Hudson, who is 18 months old, and Scarlette, who is 4 months old. Balancing family life and my passion for sports has been an incredibly fulfilling part of my life.
Timeline
Owner
Credit Wizard LLC
06.2022 - Current
Derivatives Trader
Apex
03.2022 - 10.2024
Owner
American Student Loan Services
03.2020 - 12.2023
Sales Representative
Student Loan Financial Assistance
01.2019 - 10.2020
No Degree - Business
Loyola Marymount University
High School Diploma -
Tesoro High School
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