Summary
Overview
Work History
Education
Timeline
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Gregory Krupczak

Gregory Krupczak

Philadelphia,PA

Summary

Experienced Corporate and Sales Development Representative with a proven track record of over 15 years in the Tech and Financial Services industries. Leveraged a consultative sales approach across a diverse collection of industry verticals. Successfully drove organic and inorganic revenue growth. Exemplified a diligent work ethic and communication ability along with intangible interpersonal skills that are conducive to teamwork and developing suitable business relationships.

Overview

17
17
years of professional experience

Work History

Senior Sales Development Representative

Allego
12.2021 - Current
  • Displayed a "curious mind" via cold calls, emails and social media to understand customer needs, priorities and pain points to produce qualified leads for Account Executives.
  • Currently on pace to exceed yearly quota.
  • "Self-starter Mindset", exceeds KPIs and elevates daily/monthly metrics
  • "Growth Mindset", actively soliciting coaching and feedback
  • Trained in Sandler Sales Methodology to “consultative approach” selling
  • Built diverse sales pipeline to exceed quota targets.
  • Collaborated with sales, marketing and other internal teams to meet shared goals.
  • Formulated well-defined action plan to prioritize potential clients and achieve and exceed objectives.
  • Conducted market research to discover new leads, opportunities, and messaging.
  • Stayed current on company offerings and industry trends.
  • Gained targets' trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.

M&A Corporate Development Associate

Volaris Group
05.2018 - 12.2020
  • Focused on sourcing companies that provide specialized, mission-critical enterprise software solutions to vertical markets in North America and Europe.
  • Engaged shareholders, financial advisors and sell-side brokers in meaningful dialogue on corporate growth and shareholder liquidity via outbound cold calls, in-person meetings and creative email campaigns
  • Assisted in conducting financial modeling and analysis to forecast investment performance across various scenarios

M&A Corporate Development Associate

Sentient Carbon Partners
03.2017 - 05.2018
  • Full Time employment from March 2017 to May 2018. Part time employment until December 2020
  • Intermediary focused on creating mergers and acquisitions opportunities for middle market companies in North America and Europe for Private Equity and Strategic Partners.
  • Targeted market exploration & development oversight
  • Conducted continued qualification and conversion of current and added targets
  • Coordinated weekly email marketing campaigns and content generation
  • Developed relational knowledge and relationship database enabling high value suggestions regarding potential strategic partners, financial investors and acquirers

Client Services & Operations Manager

Auctus Wealth Management
04.2015 - 03.2017
  • Employed strong project management skills including independently managing multiple projects and meeting deliverable dates
  • Actively sought to drive business results by identifying opportunities involving existing clients
  • Expressed effective communication and presentation skills utilized with current and prospective clients
  • Managed client funds including deposits and withdrawals of both checks and securities
  • Managed client issues including but not limited to: maintenance on existing accounts and problems with accounts (e.g., trades, statements, debits, postings, transfers, etc.)
  • Composed outgoing correspondence for clients including annual offering, privacy policy, deadline specific, and other routine correspondence
  • Prepared new account documents for meetings with clients, corresponded with brokers and clients regarding new accounts, and acted as main contact.
  • Created ad hoc and quarterly client reviews for all accounts to be used for client meetings and handled quarterly client fee billing

Senior Consultant & Ops Team Administrator

SEI Investments
02.2008 - 04.2015
  • Responsible for providing account management to clients within Advisor Network through extensive daily support and interaction
  • Exceeded customer requirements with accurate and deliverable solutions
  • Streamlined processes to cut downtime and optimize employee productivity
  • Monitored and managed individual and team performance to attain target metrics
  • Responsible for new hire interviews and training
  • Monitored various service and operational queues and adjusted resources as necessary to complete all items by internal and external cutoff times
  • Responsible for providing feedback during quarterly and annual performance appraisals of team members
  • Analyzed areas for improvement to provide recommendations and solutions
  • Created daily and monthly forecast templates and resource management allocations

Trade & Quality Control Team Administrator

SEI Investments
01.2006 - 02.2008

Education

Bachelor of Arts -

University of Scranton
Scranton, PA
06.2005

High School Diploma -

St. Joseph's Preparatory School
Philadelphia, PA
06.2001

Timeline

Senior Sales Development Representative

Allego
12.2021 - Current

M&A Corporate Development Associate

Volaris Group
05.2018 - 12.2020

M&A Corporate Development Associate

Sentient Carbon Partners
03.2017 - 05.2018

Client Services & Operations Manager

Auctus Wealth Management
04.2015 - 03.2017

Senior Consultant & Ops Team Administrator

SEI Investments
02.2008 - 04.2015

Trade & Quality Control Team Administrator

SEI Investments
01.2006 - 02.2008

Bachelor of Arts -

University of Scranton

High School Diploma -

St. Joseph's Preparatory School

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Gregory Krupczak