Carlos Abad
Basking Ridge,NJ
Summary
Self-motivated sales professional with a consistent track record of exceeding quota and managing all aspects of the sales cycle. A high-energy professional proficient in building relationships and growing business with an entrepreneurial spirit..
Overview
24
24
years of professional experience
Work History
Founder
Magnicution Partners
11.2015 - Current
- Founded business development startup dedicated to helping new business owners implement Lean Startup Methodology (LSM) to drive profitability.
- Helped clients create customized Minimal Viable Products (MVPs) and identify th key assumptions needed to be tested.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Created core marketing materials (ex. one pagers, pitch decks, websites) to test assumptions with target clients.
- Pitched MVPs to prospective clients and applied feedback to optimize sales models.
- Grew peak revenue to over $300,000 annually.
Founder
Be Great Project
04.2020 - 11.2022
- Founded organization dedicated to helping young people in underserved communities develop life skills.
- Recruited teachers and students to develop an effective virtual mentoring curriculum.
- Gained support from targeted high schools to test pilot program.
- Conducted student surveys and received rave reviews from participants.
Financial Planner
Tomorrows Financial Services
06.2014 - 09.2017
- Flawlessly executed all stages of the sales process ranging from prospecting to closing new clients.
- Voted new hire of the year in 2015.
- Won President Club in 2016.
- Grew book of business from $20,000,000 to over $50,000,000 in assets under management.
- Created a highly effective referral strategy that was adopted by corporate to train other financial advisors.
- Mentored and onboarded new financial advisors.
Financial Planner
Securities America
06.2009 - 05.2014
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Partnered with clients to discuss assets, expenses, and long-term and short-term investment goals to devise customized financial plans.
- Created and presented comprehensive financial plans to provide recommendations based on supporting data.
- Grew book of business from $0 to $20,000,000 in assets under management.
Financial Planner
David Lerner
05.2008 - 06.2009
- Excelled in a very competitive sales environment.
- Made 70+ cold calls daily, worked 10+ hours and Saturdays.
- Sold David Lerner's proprietary products, bonda and mutual funds.
- Won rookie of the month 3 times.
Managing Partner
Renaissance Brothers
05.2004 - 02.2008
- Co-founded a real estate investment firm that grew into construction contracting company.
- Managed employees, sub contractors and clients to ensure quality and on-time work.
- Created a sales and marketing strategy that grew the business to over $1,500,000 in annual revenue.
Pharmaceutical Sales Representative
Tap Pharmaceuticals
02.2000 - 04.2004
- Sold and marketed Prevacid to Gastroenterologist and General Practitioners.
- Consistently exceeded individual, territory and company goals for sales, market share, call metrics and sample distribution.
- 2 time President's Club Winner.
- 6 time winner of quarterly sales competitions.
Education
Associate of Science - Respiratory Therapy
University of Medicine And Dentistry of NJ
Newark, NJRespiratory Therapy
US Army Respiratory Program
San Antonio, TXLeadership
US Army Leadership Training
Fort Hood, TXSkills
- Sales
- Business Development
- Customer Service
- Effective Communication
- Critical Thinking
- Problem Solving
- Time Management
- Collaboration
- Entrepreneurial Spirit
- Bi-lingual
Languages
Spanish
Professional Working
Timeline
Founder
Be Great Project
04.2020 - 11.2022
Founder
Magnicution Partners
11.2015 - Current
Financial Planner
Tomorrows Financial Services
06.2014 - 09.2017
Financial Planner
Securities America
06.2009 - 05.2014
Financial Planner
David Lerner
05.2008 - 06.2009
Managing Partner
Renaissance Brothers
05.2004 - 02.2008
Pharmaceutical Sales Representative
Tap Pharmaceuticals
02.2000 - 04.2004
Associate of Science - Respiratory Therapy
University of Medicine And Dentistry of NJ
Respiratory Therapy
US Army Respiratory Program
Leadership
US Army Leadership Training