Graeme H. Patey

• Increased sales revenue by developing and implementing innovative sales strategies.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
• Achieved established KPI for vendor dealers, regional team and individual performance through teamwork and focus on customers custom financing needs.
• Held one-on-one meetings with vendor sales team members to identify selling hurdles and offered insight into best remedy.

• Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
• Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
• Consistently exceeded annual territory revenue goals by prioritizing high potential accounts and executing customized action plans.

• Licensed investment advisor with Series 7, 65, and 66 certifications with Life & Health.
• Marketed investment plan programs, focused on employer retirement and pension accounts.
• Conducted plan and investment analysis, holding group and individual plan and investment meetings.
• Handled entire process from cold call to final plan implementation.
• Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.

• Entered the equipment finance industry as a broker merged into direct lender with syndicate.
• Established rapport with new and existing customers through telemarketing, niche trade industry events, and referral programs.
• Developed vendor programs, coaching sales staff, implementing strategies for financial product pricing.
• Provided regular performance reports to vendor management, showcasing results and identifying areas for improvement.

Beta Theta Pi, member