Summary
Overview
Skills
Work History
Education
Licenses
Timeline
Awards
Daniel Holmberg

Daniel Holmberg

Minneapolis,MN

Summary

Accomplished, award-winning sales and business development manager with over 30 years of experience managing client relationships, while consistently exceeding revenue growth targets. Effective communicator and negotiator while working with executive clients at Medtronic, Ecolab, General Mills, Cargill, Polaris, Toro, 3M, Target, and more.

Overview

30
30
years of professional experience

Skills

  • Authentic Communicator
  • Collaborative w/Growth Mindset
  • Delivering Outcomes
  • Experienced Leader
  • Results Focused
  • Consultative Sales
  • Vision to Align Relationships
  • Technical Agility
  • Strategy Execution
  • Influence & Persuasion

Work History

Sales & Business Development Manager

Stevens Foster Financial Services
Bloomington , MN
2013.07 - Current
  • Developed and strengthened over 1,800 new executive relationships
  • Delivering firm revenue growth of 120% and client AUM by 77%
  • Implemented process modifications to remain agile during the pandemic, leading to best revenue year to date in 2021
  • Expanding brand recognition by implementing creative solutions and focused strategies in response to sales & marketing challenges
  • Managed project to evaluate and replace sales CRM

Enterprise Sales Director

Cash Value Systems, Inc
Burnsville , MN
2009.09 - 2011.03
  • Oversight of B2B enterprise sales of regional customer loyalty program
  • Acquired over 20 new small/mid logo clients & chains
  • Enhanced existing accounts by utilizing advanced metrics to demonstrate client specific value proposition of expanded offerings

Shipping & Supply Chain Manager

Biomedix, Inc
Vadnais Heights , MN
2008.01 - 2008.09
  • Carefully prepared and shipped medical device orders and maintained regulatory records
  • Performed quality control checks and testing of medical equipment
  • Oversaw project to streamline inventory control by implementing RFID technology

Client Navigator / Investment Advisor Representative

Wachovia Securities LLC
Bloomington , MN
2000.02 - 2006.06
  • Acquired over $70 million in new AUM clients
  • Delivered exceptional service to client book
  • Prepared and reviewed client financial plans

Institutional Trader ECM / Equity Order Specialist

USBancorp Piper Jaffray
Minneapolis , MN
1997.01 - 2000.01
  • · Assistant trader to the Listed Principal Trading Desk and OTC Agency Trading
  • · Handled and executed client stock & option orders
  • · Coordinated with brokers on the NYSE to reconcile trading activity & correct trade errors

Cashier/Wire Operator

Piper Jaffray Companies
Minneapolis , MN
1993.01 - 1997.01
  • Verified funds to be distributed to clients and processed various forms of securities
  • Provided client support in a branch setting

Former Ecommerce Business Owner

Ebay
Maplewood , MN

Bartender & Bar Manager

La Quinta Hotel
Bloomington , MN

Store Manager

Southview Liquor
West St. Paul , MN

Education

BS - Business Administration

Metro State University
12.2020
Licenses Held Series 65 – Uniform Investment Advisor Law (current)

Licenses

Series 65 – Uniform Investment Advisor Law (current) Series 7 – General Securities Representative (inactive) Series 63 – Uniform Securities Agent State Law (inactive) Series 55 - Equity Trader/Limited Representative (inactive)

Timeline

Sales & Business Development Manager - Stevens Foster Financial Services
2013.07 - Current
Enterprise Sales Director - Cash Value Systems, Inc
2009.09 - 2011.03
Shipping & Supply Chain Manager - Biomedix, Inc
2008.01 - 2008.09
Client Navigator / Investment Advisor Representative - Wachovia Securities LLC
2000.02 - 2006.06
Institutional Trader ECM / Equity Order Specialist - USBancorp Piper Jaffray
1997.01 - 2000.01
Cashier/Wire Operator - Piper Jaffray Companies
1993.01 - 1997.01
Metro State University - BS, Business Administration
Former Ecommerce Business Owner - Ebay
Bartender & Bar Manager - La Quinta Hotel
Store Manager - Southview Liquor

Awards

Piper Jaffray Outstanding Performance Award - Given quarterly to 4 operations employees (out of over 800)
  • January1998
  • April 1998

Daniel Holmberg