Danielle Peters
Lakeville,MN
Summary
Business Owner and business development professional with 5+ years of experience driving revenue growth through strategic market analysis, lead generation, and excellent client relationships. Established a successful partnership with Strategic Tax Planning, generating over $3 million in fees in the first year and exceeding sales targets by 140%. Skilled in identifying new business opportunities, managing cross-functional teams, and negotiating high-value deals.
Overview
5
5
years of professional experience
Work History
Business Development and Sales
Strategic Tax Planning
Annapolis , MD
02.2023 - 07.2024
- Spearheaded business development efforts at Strategic Tax Planning and ERCPays.com, significantly improving operational efficiency and sales performance
- Consistently achieved and surpassed sales quotas as the highest-performing representative, outperforming colleagues by 2x.
- Represented the company at trade shows and conferences, participating as a panelist and speaker, while leading presentations.
- Generated leads through cold calling, email campaigns, networking events.
- Contributed innovative ideas and solutions to enhance team performance and increase revenue.
Business Owner/Founder
ERCPays.com
Lakeville , MN
05.2022 - 05.2024
- Developed strategic plans to increase profitability and efficiency.
- Researched potential partners to expand services offered.
- Collaborated with other owners on joint ventures and shared resources.
- Identified new opportunities for growth, expansion, and diversification.
- Created marketing campaigns to attract new customers.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Resolved issues quickly through meticulous research and quick decision-making.
- Formed and sustained strategic relationships with clients.
Lifestyle and Family Management Advisor
Boeckermann Grafstrom & Mayer
Bloomington , MN
01.2019 - 02.2022
- Collaborated directly and discreetly with high-net-worth clients and families.
- Cooperated with estate personal representatives post the demise of family members; facilitated plans for documents, assets, properties and possessions
- Demonstrated expertise in preparing court financial statements and executing estate banking needs.
- Maintained close relationships with existing clients while seeking out new business opportunities.
- Served as a liaison between legal professionals and real estate agents.
Education
Bachelor of Arts in Human Resources Management -
Concordia University
St. Paul, MNSkills
- Business Development
- Skilled Solutions Strategist
- Surpass Objectives
- Realize Project Goals
- Entrepreneur experience
- Marketing
- Leading profitable business endeavors
- Proficient in Team Dynamics
- Effective Verbal Communication
- CRM proficiency
- Manage Task Priorities
- Cold-calling
- Closing deals
- Strategic Planning
- Client Relationships
- Brand Development
- Sales Targeting
- Marketing Strategy Development
- Sales oversight
- Employee Training
- Client Relationship Development
Volunteer Experience
Volunteered at local church to feed the homeless, assist in food service for events, and childcare during church services.
References
References available upon request.
Timeline
Business Development and Sales
Strategic Tax Planning
02.2023 - 07.2024
Business Owner/Founder
ERCPays.com
05.2022 - 05.2024
Lifestyle and Family Management Advisor
Boeckermann Grafstrom & Mayer
01.2019 - 02.2022
Bachelor of Arts in Human Resources Management -
Concordia University
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