Gabriel Oh
Mill Creek,WA
Summary
Experienced leader focused on improving team culture, sales and service. Entrepreneurial and hardworking mindset. Dedicated to expanding operations, delivering practical solutions and capitalizing on market trends.
Overview
15
15
years of professional experience
Work History
Managing Partner
Western Capital Partners
01.2024 - Current
- Established and implemented business procedures, process and UW guidelines
- Developed and implemented marketing campaigns to generate new business opportunities
- Participated in industry events and conferences to build relationships with vendors and clients
- Developed extensive network of referral partners to source new private loan opportunities.
- Analyzed loan applications and reports to determine eligibility and risk level
- Negotiated loan terms and conditions with clients to maximize profitability.
Regional Leader/Partner
PCF Insurance Services/Trucordia
05.2022 - 04.2025
- Lead region w/ 20 million + revenue, 10 locations and 100+ team members
- Reviewed financial reports to identify potential optimizations, cost saving opportunities and lead consolidation efforts.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Maintained current knowledge of evolving changes in marketplace.
- Regional contact for carrier and agency location relationships
- Lead regional cross selling campaigns for retention and revenue lift
- Lead regional M&A
Principal
Western Pacific Insurance Group
02.2010 - 05.2022
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Handled various agency operations such as P&L, carrier relationships, recruiting.
- Optimized agency sales and marketing campaign
- Lead an agency w/ 15% revenue growth for 10+ years
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Trained and motivated employees to perform daily business functions.
- Trained and guided team members to maintain high productivity and performance metrics.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Education
Bachelor of Arts - Community And Environmental Planning
University of Washington
Seattle, WA06-2004
Skills
- Strategic planning
- Staff recruiting
- Business development
- Operations management
- Revenue growth
- Team leadership strength
- Profit maximization
Timeline
Managing Partner
Western Capital Partners
01.2024 - Current
Regional Leader/Partner
PCF Insurance Services/Trucordia
05.2022 - 04.2025
Principal
Western Pacific Insurance Group
02.2010 - 05.2022
Bachelor of Arts - Community And Environmental Planning
University of Washington
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