Summary
Overview
Work History
Education
Skills
Timeline
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David Kelly

David Kelly

Walnut Creek,CA

Summary

Dynamic and collaborative leader committed to fostering an empowering and engaging work culture. Demonstrated proficiency in establishing and nurturing relationships with a broad spectrum of stakeholders within dynamic and fast-paced environments.

Overview

26
26
years of professional experience

Work History

Director - Head of Sales - C-Pace

Forbright Bank
11.2021 - Current
  • Managed 10+ Regional Account Managers across US while establishing and managing larger channel partner relationships consisting of Commercial contractors, Solar contractors, Developers, Banks, and Brokers.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Improved productivity of customer service team by leading training initiatives and revamping schedules.

SVP - National Sales Director - Pace Financing

Ygrene Energy Fund
09.2012 - 11.2021
  • Revenue was grown from a starting point of $0 to surpass $2 billion in solar and home improvement financing. Established and nurtured collaborative relationships with prominent home improvement and solar contractors across the United States.
  • Identified opportunities to improve business process flows and productivity.
  • Developed measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities. Hired 40-60 reps across the country, created training curriculum.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.

Real Estate Agent

Christie's International Real Estate
12.2009 - 09.2012


  • Established Presidents Club in 2010, 2011, and 2012, achieving an average of over 50 closed transactions annually.
  • Ranked in the top 1% nationwide for production.
  • Liaised between buyers and sellers to provide positive experiences for both parties.

Regional Sales Manager

The CIT Group
05.1998 - 09.2009
  • Top Producing Sales Executive in the Company - Admirals Club leader 2000 to 2009
  • Collaborated with senior executives to assess regional performance and formulate strategies to enhance revenue generation.

Education

- - Industrial Psychology

California State University - East Bay
Hayward, CA
06.1996

- - General Education

Diablo Valley College
Pleasant Hill, CA
06.1995

Skills

  • Relationship Builder
  • Staff Development
  • Business Planning
  • Business Development
  • Strategies and Goals
  • Talent Acquisition
  • Hiring and Retention
  • Story Pitching
  • Forecasting
  • Charismatic Leader

Timeline

Director - Head of Sales - C-Pace

Forbright Bank
11.2021 - Current

SVP - National Sales Director - Pace Financing

Ygrene Energy Fund
09.2012 - 11.2021

Real Estate Agent

Christie's International Real Estate
12.2009 - 09.2012

Regional Sales Manager

The CIT Group
05.1998 - 09.2009

- - Industrial Psychology

California State University - East Bay

- - General Education

Diablo Valley College

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David Kelly