Fred Frey
Houston
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over 13 year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
14
14
years of professional experience
Work History
Director of Franchise Recruitment
Shipley Do-Nuts
2024.01 - Current
- Successfully led our team to surpass our target by an impressive 680% in the first half of 2024, driving exceptional growth and setting new benchmarks for franchise expansion.
- Developed and implemented a comprehensive Discovery Day process for the brand, enabling more effective evaluation and approval of potential franchise candidates while streamlining contract negotiations.
- Developed and spearheaded a successful Multi-Unit Franchise Conference, resulting in the closure of two new multi-unit deals, significantly contributing to the brand's growth and market presence.
- Supported new franchise development efforts by participating in due diligence processes and acquiring necessary approvals from relevant authorities or organizations.
- Increased lead generation through targeted marketing campaigns focused on franchise development opportunities.
Franchise Development Manager
HTeaO
2021.06 - 2024.01
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Monitored sales team performance, analyzed sales data and reported information to area managers.
- Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
- Promoted sales of Franchise to achieve revenue targets, bringing in over $2mm in franchise fees since August 2022 resulting in over 40 Franchise Agreements and 22 Development Agreements
Relationship Manager
ClientWise LLC
2020.09 - 2021.06
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of advisor coaching products and services and exceeded performance metrics.
Senior Financial Consultant
TD Ameritrade
2020.06 - 2020.09
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Managing Practice Book of 300 clients and 220mm in AUC
- Calling opportunity Book of 500 clients and 280mm with firm
Senior Financial Advisor
Merrill Lynch
2019.03 - 2020.06
- Provide end to end comprehensive financial advice utilizing Wealth Plans and client goals
- Offer full suite of investment and banking advice utilizing Bank of America and Merrill Lynch products and services
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Managed client portfolios on consistent basis and contacted clients to provide details on investments
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research
Premier Banker 2 AVP
Wells Fargo Bank/Wells Fargo Advisors
2011.01 - 2019.03
- Grow client wallet share in deposit, credit and investments
- Responsible for identifying and referring HNW individuals and businesses
- Led affluent segment for branch by establishing weekly meetings and training events for team
- Generated over 40mm in total investment referrals
- Managed 200 client relationships with over 80mm in total assets.
Education
Associate of Arts -
Pasco-Hernando State College
New Port Richey, FL2010
Skills
- Business Leadership
- Sales Statistics Analysis
- Sales Tracking
- Strategic Decision-Making
- Customer Trend Analysis
- Focus and Follow-Through
- Interdepartmental Collaboration
- Performance Monitoring and Evaluation
- Salesforce and FranConnect Proficiency
- Certifications – Series 6, 7, 63, 65, 2-14, 2-20
Timeline
Director of Franchise Recruitment
Shipley Do-Nuts
2024.01 - Current
Franchise Development Manager
HTeaO
2021.06 - 2024.01
Relationship Manager
ClientWise LLC
2020.09 - 2021.06
Senior Financial Consultant
TD Ameritrade
2020.06 - 2020.09
Senior Financial Advisor
Merrill Lynch
2019.03 - 2020.06
Premier Banker 2 AVP
Wells Fargo Bank/Wells Fargo Advisors
2011.01 - 2019.03
Associate of Arts -
Pasco-Hernando State College
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