Daniel Asner
Sales Executive
Las Vegas,NV
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
28
28
years of professional experience
Work History
VP of Sales and Business Development
Lendward
Newport Beach
07.2023 - 02.2024
- Led strategic sales initiatives to drive revenue growth and market expansion.
- Mentored sales team members, enhancing their skills and driving overall performance improvements.
- Utilized CRM systems to track sales activities, forecasts, and performance metrics effectively.
- Boosted sales revenue by implementing innovative strategies and effective market research.
- Mentored junior staff to enhance their skills, resulting in improved performance and career advancement opportunities.
- Led successful sales teams, fostering a collaborative environment focused on achieving targets and increasing revenue.
Platform SAAS Sales
Atmosphere
Marina Del Rey
12.2022 - 03.2023
- Top producer in selling media platform solution to small and mid size companies
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
National Cord Blood Sales
Natera
Tempe, AZ
04.2018 - 11.2019
- Top producer in selling cord blood and cord tissue stem selling banking to expecting families
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
National Certified Debt Consultant
Freedom Financial
Tempe, AZ
03.2017 - 04.2018
- Top producer in selling debt negotiation to consumers drowning in loans and credit card debt
- Answered over 50 customer communications per day via telephone, email and web chat.
- Educated clients on debt resolution options and strategies for improved financial health.
- Conducted preliminary assessments of potential clients'' finances, determining eligibility for company''s services based on their unique circumstances.
- Improved clients'' financial situations through comprehensive debt analysis and customized action plans.
- Answered over 75 customer communications per day via telephone, email and web chat.
Senior Strategic Account Executive
RingCentral
Denver
06.2013 - 04.2015
- Grew from 450 to 700 accounts in 18 months, selling SaaS communication solutions to executives, business owners, and franchises.
- Coordinated conference calls, video demonstrations, social media networking, cold calling, and referral networking.
- Cultivated strategic relationships with key stakeholders to drive long-term business growth.
- Analyzed market trends and customer needs to develop tailored solutions and enhance client satisfaction.
- Developed comprehensive account plans that increased customer engagement and retention rates.
- Negotiated high-stakes contracts, achieving favorable terms while maintaining strong client relationships.
- Worked closely with product development teams to convey customer feedback, ensuring continuous improvement of our offerings based on real-world use cases.
- Consulted with businesses to supply accurate product and service information.
- Contributed to event marketing, sales and brand promotion.
- Stayed current on company offerings and industry trends.
Owner
DRA Development
Scottsdale
06.2008 - 05.2013
- Cultivated relationships with clients, resulting in repeat business and referrals.
- Mentored junior staff, fostering professional development and skill enhancement.
- Managed day-to-day business operations.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Private Client Consultant
Charles Schwab
Peoria
05.2005 - 03.2008
- Recognized as the top market producing representative for 9 quarters and top 5% nationally. Developed relationships with C-level executives and high-net-worth individuals, providing fee based advice as well as buy-and-sell recommendations leveraging modern portfolio theory.
- Reviewed estate planning needs, insurance, and mortgage products.
- Planned and organized client dinners, golf outings, and events.
- Combined product knowledge from accountants, equity and fixed income analysts, estate attorneys, and bankers to educate clients, build trust, and grow referral networks.
- Prospected through multiple channels to establish a new business pipeline.
- Developed tailored investment strategies to meet diverse client financial goals.
- Managed client portfolios, ensuring alignment with risk tolerance and market trends.
- Used refined consultative approach to identify points of engagement.
- Continuously updated industry knowledge and kept abreast of emerging trends, allowing for the provision of cutting-edge advice to clients.
- Utilized data analytics tools to perform detailed evaluations of client performance metrics, identifying key areas for improvement.
- Increased client satisfaction by providing personalized consultation and tailored solutions for their specific needs.
Vice President - Branch Manager
Charles Schwab
02.2004 - 04.2005
- Interviewed, hired, and trained 6 employees with top 5% national sales results.
- Identified opportunities while anticipating and responding to market and client needs.
- Enhanced value for the company, clients, and employees through sales execution.
- Developed diverse sales teams operating as a single cooperative unit.
- Established key business initiatives with measurable goals and milestones to support region and company strategies.
- Raised vertical staff engagement staff through targeted implementation initiatives.
- Prepared office budgets, established key metrics, and monitored performance.
- Maintained a healthy office P&L by closely forecasting and tracking sales, staffing, utilization, overhead costs, profitability, and cash flow.
- Balanced profits and investments to achieve growth objectives.
- Evaluated office staff performance regularly to establish direct feedback loops and coaching to continually improve operations.
- Defined and clarified expectations, holding sales teams accountable to meet revenue goals and performance metrics while maintaining high-level motivation and morale.
- Secured industry and outside contacts to anticipate and leverage major industry trends, activities, and requirements.
Team Lead/Branch Manager Trainee
Charles Schwab
DesMoines
06.2001 - 01.2004
- Recognized as the top Midwest region producer and Top 2% nationally in 2002 and 2003.
- Developed training programs for staff, fostering skill development and performance improvement.
- Served as a sales supervisor and branch manager in 5 states.
- Mentored junior team members, providing guidance on best practices and career advancement strategies.
- Collaborated with senior management to identify growth opportunities and optimize resource allocation.
Senior Investment Specialist
Charles Schwab
Denver
10.1995 - 04.2001
- Secured the #1 business development representative rank in 1996, 1998, and 1999.
- Leveraged call center experience to develop business through inbound and outbound sales.
- Delivered insightful presentations to prospective clients, showcasing expertise in investment management and building credibility among target audience.
- Identified new business opportunities by networking within the financial community and attending industry events.
- Increased client satisfaction by providing personalized investment advice tailored to individual financial goals.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
Education
Bachelor of Science - Marketing And Finance
University of Maryland, College Park
College Park, MD12.1991
Skills
- Verbal communication
- Organization and time management
- Active listening
- Computer skills
- Critical thinking
- Dependable and responsible
- Attention to detail
- Time management
- Friendly, positive attitude
Timeline
VP of Sales and Business Development
Lendward
07.2023 - 02.2024
Platform SAAS Sales
Atmosphere
12.2022 - 03.2023
National Cord Blood Sales
Natera
04.2018 - 11.2019
National Certified Debt Consultant
Freedom Financial
03.2017 - 04.2018
Senior Strategic Account Executive
RingCentral
06.2013 - 04.2015
Owner
DRA Development
06.2008 - 05.2013
Private Client Consultant
Charles Schwab
05.2005 - 03.2008
Vice President - Branch Manager
Charles Schwab
02.2004 - 04.2005
Team Lead/Branch Manager Trainee
Charles Schwab
06.2001 - 01.2004
Senior Investment Specialist
Charles Schwab
10.1995 - 04.2001
Bachelor of Science - Marketing And Finance
University of Maryland, College Park
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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