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
07.2013 - 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
09.2009 - 03.2011
- 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
01.2008 - 09.2008
- 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
02.2000 - 06.2006
- 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
01.1997 - 01.2000
- · 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
01.1993 - 01.1997
- 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
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
07.2013 - Current
Enterprise Sales Director - Cash Value Systems, Inc
09.2009 - 03.2011
Shipping & Supply Chain Manager - Biomedix, Inc
01.2008 - 09.2008
Client Navigator / Investment Advisor Representative - Wachovia Securities LLC
02.2000 - 06.2006
Institutional Trader ECM / Equity Order Specialist - USBancorp Piper Jaffray
01.1997 - 01.2000
Cashier/Wire Operator - Piper Jaffray Companies
01.1993 - 01.1997
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
Similar Profiles
JORGE RODRIGUEZJORGE RODRIGUEZ
Assistant Financial Planner at Foster Financial ServicesAssistant Financial Planner at Foster Financial Services
Kimberly JeskiKimberly Jeski
Graduate Assistant at Stevens Institute of Technology, Hanlon Financial LabsGraduate Assistant at Stevens Institute of Technology, Hanlon Financial Labs
Dan StevensDan Stevens
Product Owner at Dan Stevens Consulting ServicesProduct Owner at Dan Stevens Consulting Services
GIAN VENTURAGIAN VENTURA
JANITOR at 3BROTHER'S JANITORIAL SERVICES LLCJANITOR at 3BROTHER'S JANITORIAL SERVICES LLC
Mary XiongMary Xiong
Machine Operator at CPI Card GroupMachine Operator at CPI Card Group