Edward Smith
Pacific One Investments Inc
Los Angeles,CA
1
Language
33
years of professional experience
Successful marketing leader with proven accomplishments in driving growth and increasing profits. Articulate and driven leader with high energy and engaging personality. Hardworking team builder motivational in maximizing personnel performance and surpassing business objectives. Goal-oriented manager with distinguished experience multiple industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Driven Business Development Executive with career history in multi-state distributed businesses and proven skill in hiring, developing and retaining high-performance teams. Motivating leader with strengths in building strategic relationships to support key business initiatives. Highly skilled in change management, management transition and merger integration. Offering excellent interpersonal and communication skills and experience managing matrixed organizations.
Goal-oriented manager with distinguished experience in multiple industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Work History
Chief Finance Strategist
6 Years 6 Months- Developed comprehensive strategic initiatives to enhance market positioning and drive growth.
- Analyzed market trends and competitive landscape to inform strategic decision-making processes.
- Led cross-functional teams in executing large-scale projects, ensuring alignment with organizational goals.
- Facilitated workshops to promote innovative thinking and collaborative problem-solving among stakeholders.
- Provide liquidity solutions tailored for executives (CXOs) as well as ultra-high net worth and high net worth individuals. Have assisted borrowers in realizing their aspirations and objectives through Leveraged Equities Loans (LEL), also known as Stock Loans, along with Non-Recourse and Non-Title Transfer solutions.
- From $1,000,000 to $1,000,000,000 and beyond, in providing access to unlimited cash through public stock holdings.
- Mitigating concentrated risk with allocated capital.
- Utilizing strategic innovative solutions to foster a successful path to funding.
- Stock Non-Recourse Loan Facilitator, Leveraged Equity Loans, Service 80+ Exchanges Worldwide, Stock Diversify Expert, C-Level Stock Exit Strategist, International Banker. M & A, Leverage Buyouts, Funding for Hotels, Commercial Buildings, Luxury Single, Vacation and Multi-Family Homes, Luxury Yachts, High End Automobiles, Equity Investment/Project Funding.
Director of Business Development
15 Years 4 Months- Collaborated with project management team to enhance performance through targeted support.
- Implemented innovative business development strategies to increase customer base and expand market share.
- Defined measurable goals to track targets and provided timely feedback on performance and motivation.
- Translated customer needs into solution requirements using powerful value propositions and negotiation skills.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Negotiated, prepared, and signed contracts with clients.
- Implemented strategies that enhanced profitability by 23% through improved operational efficiency.
- Created cross-functional teams to promote consistent brand messaging, demand-generation programs and sales tools.
- Implemented creative sales training techniques for new and existing staff to increase revenue and overall success.
- Increased company profits through performance optimization strategies and efficiency improvements.
- Developed and refined business development strategies aligned with company targets, product specifications, market data, and budget factors.
- Identified opportunities to improve business process flows and productivity.
- Identified issues with production, workforce, and material sourcing and implemented successful solutions.
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Drove short-term and advanced promotional initiatives and planning processes.
- Supported project management team for optimal performance.
- Set clear goals to monitor targets and offered real-time input on performance and motivation.
- Senior Product Manager in establishing performance goals for departments, client needs, business objectives and outlined processes for achievement in meeting superior client satisfaction.
- Collaborated with sales and marketing departments to support client acquisition.
- Negotiated, prepared, and signed contracts with clients.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
President of Business Development
4 Years 11 Months- Implemented innovative business development strategies to increase customer base and expand market share.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Implemented innovative business development strategies that significantly expanded customer base and market share.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Prepared sales presentations for clients showing success and credibility of products.
- Created cross-functional teams to promote consistent brand messaging, demand-generation programs and sales tools.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Established and maintained strong relationships with clients and industry partners, contributing to sustained growth.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Implemented creative sales training techniques for new and existing staff to increase revenue and overall success.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Organized promotional events and interacted with the community to increase sales volume.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Assessed current service needs and calculated product satisfaction levels to make appropriate product and service adjustments.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
- Exceeded sales quotas and enhanced profitability through targeted sales strategies and comprehensive business planning.
Dealer Relationship Manager/Credit/Collections Manager
6 Years 6 Months- Contacted customers to discuss late payments and options for remitting amounts due.
- Resolved accounts payable discrepancies through thorough research and analysis.
- Researched accounts and completed due diligence to resolve collection problems.
- Completed training in credit management and civil court practices to maintain up-to-date legal knowledge involving collection practices.
- Supervised staff of collectors, monitoring phone calls and letters.
- Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
- Managed revenue models, process flows, and operations support to enhance customer engagement strategies.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Drove sales by developing multi-million-dollar contract sales.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Prepared sales presentations for clients showing success and credibility of products.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Managed accounts to retain existing relationships and grow share of business.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Implemented systems and procedures to increase sales.
- Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Facilitated business by implementing practical networking techniques.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Collaborated with headquarters and regional teams to ensure consistent messaging and customer experience.
Dealer Relationship Manager/Credit Manager
3 Years 4 Months- Evaluated and negotiated Auto Dealership contracts to procure favorable financial terms. Established and checked coding procedures, monitored reports and updated internal files.
- Managed accounts to retain existing relationships and grow share of business.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Streamlined control processes and reporting structures, enhancing overall financial reporting accuracy and efficiency.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Utilized financial software to prepare consolidated financial statements.
- Implemented systems and procedures to increase sales.
- Drove sales by developing multi-million-dollar contract sales.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Prepared sales presentations for clients showing success and credibility of products.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Conducted product training and demonstrations, increasing consumer awareness and driving revenue growth.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Resolved issues for high-profile customers, strengthening relationships and fostering customer loyalty.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain a consistent message and experience.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
- Organized promotional events and interacted with community to increase sales volume.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Demonstrated products to show potential customers' benefits and advantages and encourage purchases.
- Communicated product quality and market comparisons by creating sales presentations.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Business Development Manager/Credit Manager
2 Years 6 Months- Monitored payments due from clients and promptly contacted clients with past due payments.
- Collected outstanding payments from customers through one-time and negotiated installment methods, improving cash flow.
- Accessed credit records to evaluate customer credit histories.
- Established procedures for collection of past due amounts.
- Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
- Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions.
- Successfully implemented new technologies and process automations to encourage continuous improvement.
- Managed accounts to retain existing relationships and grow share of business.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Generated new business with marketing initiatives and strategic plans.
- Built relationships with customers and community to establish long-term business growth.
- Provided training on consultative selling techniques to enhance staff expertise. techniques to new and existing staff members to build expertise.
- Implemented networking techniques to foster business connections. by implementing practical networking techniques.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Developed and executed strategies to drive multi-million-dollar contract sales. by developing multi-million-dollar contract sales.
- Prepared sales presentations for clients showing success and credibility of products.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
- Participated in product training and awareness initiatives to boost sales. training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Created proposals, contracts, and procedures to attract clients and enhance operational efficiency.
- Secured long-term agreements with new clients in targeted territories. long-term agreements with new clients in assigned territory.
- Directed sales support staff in administrative tasks to help sales reps' close deals.
- Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
- Coached and promoted high-performing sales and account management employees into leadership roles, strengthening team capabilities.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
Education
Bachelor of Arts - Business Administration And Management
Skills
Financial Leadership
Strategic Financial Planning
Financial Reporting
Financial Forecasting
Business Intelligence and Analysis
Market Positioning
Analysis Commercial/Consumer
Business Development
Strategic planning
Deal Structuring
New Business Opportunities
Enterprise Sales
Client Consultations
Client Meetings
Sales Training
Strategic Selling
Cross-Functional Collaboration
Team Leadership
Strategic Workforce Planning
Process Improvement
Vendor Management
Business Consulting
Senior Product Manager
Account and Territory Management
Digital Sales
Social Media Marketing
Joint Ventures
Negotiation
Performance evaluation
Performance Goals
Risk Assessment
Analytical Thinking
Management Software
CRM Software
MS
Recruiting and Hiring
Leadership Development
Analytical Thinking
Risk Assessment
Accomplishments
- Published Author
- I'm an accomplished musician; guitarist, bassist, pianist, violinist and published author
- As a self-taught musician of four instruments for over 25 years, I've managed to work with multi-platinum producers and musicians in Los Angeles and contributed to the success of their careers
- One of my recent and most proud achievements is becoming a published author with a respectable publishing housing, distributed by Ingram Book Company, the largest wholesale distributor in the world, offering immediate access to more than eleven million titles.
Affiliations
Institute of Electrical and Electronics Engineers
Association of Information Technology Professionals
Association for Computing Machinery
ACCOMPLISHED
MUSICIAN;
GUITARIST,
BASSIST, PIANIST,
VIOLINIST AND
Languages
English
Full Professional
Timeline
Chief Finance Strategist
Stone Creek Global Ltd
02.2020 - CurrentRead More
Director of Business Development
Pacific One Investments Inc
04.2011 - CurrentRead More
President of Business Development
FTC Financial Group Inc
05.2006 - 04.2011Read More
Dealer Relationship Manager/Credit/Collections Manager
Westlake Financial Services
11.1999 - 05.2006Read More
Dealer Relationship Manager/Credit Manager
Capital One Credit Corporation
02.1996 - 06.1999Read More
Business Development Manager/Credit Manager
Wachovia Financial Services (Wells Fargo)
08.1993 - 02.1996Read More
Indiana University Bloomington
Bachelor of Arts from Business Administration And Management
Read More