Gregory Walker
Toledo,OH
Summary
Profit-minded, leader with an excellent reputation for resolving problems, and strong history of surpassing objectives by leveraging strategy and driving overall operational improvements. Motivated to learn and eager to contribute to team success through hard work, attention to detail and excellent organizational skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Toledo, Ohio
05.2020 - 03.2022
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Advised a total of $1.5 million in assets
- Fostered successful relationships with clients to support and understand the rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Contributed to a productive and happy work environment, dedicated to the satisfaction of the client.
Finance Director
Allen Chevrolet, Cadillac
Monroe, Michigan
03.2019 - 03.2020
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Identified and capitalized on business opportunities with effective networking.
- Protected company assets with strategic risk management approaches.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
- Analyzed financial data regarding product performance and sales performance and developed reports to assist management and ownership with making operational decisions.
- Increased department revenue 15% by assisting with key management, transforming finance processes and product sales.
Finance Manager/Sales Manager
Dave White Chevrolet/Acura/Lexus/Toyota
Sylvania, Ohio
04.2012 - 02.2019
- Generated over $2.7 million in gross profit
- Structured deals and negotiated with financial institutions to get deals financed and funded.
- Received and approved auto loan applications, supporting loan officers and managed multiple files.
- Analyzed credit reports, verified customer employment, financial data and fiscal statements.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Trained and guided team members to maintain high productivity and performance metrics.
- Drove industry-leading profit increase by transforming production process and aligning sales targets to meet performance goals.
Sales & Leasing Consultant
Dave White Chevrolet
Sylvania, Ohio
04.2010 - 04.2012
- Negotiate details of contracts and payments, and prepare sales contracts and order forms.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
- Engaged with customers to effectively build rapport and lasting relationships.
- Educated customers on promotions to enhance sales.
Sales & Leasing Consultant
Ed Schmidt Auto Group
Perrysburg, Ohio
10.2008 - 04.2010
- Negotiate details of contracts and payments, and prepare sales contracts and order forms.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Business Administration - Sales And Marketing Education
The University of Toledo
Toledo, OH12.2010
Class A CDL Operator
Professional Skills Institute
Maumee, OH04.2022
Skills
- Relationship building and management
- Problem Resolution
- Customer Service
- Regulatory Compliance
- Closing sales
- Sales negotiation
- Sales Goals
- Product sales
- Process Improvement
- Technology-savvy
- Interpersonal Communication
- Staff Management
Accomplishments
- Certified Finance Professional: F&I Legal and Ethical Standard.
- Volkswagen: Certified Sales & Leasing Consultant of all Volkswagen vehicles and products.
- General Motors (GM): Named 1st Year certified top performer.
- General Motors (GM): Mark of Excellence Award, for outstanding product knowledge and customer satisfaction surveys Licenses.
- Certified Sales License: Ohio Motor Vehicle Salesperson's License, authorizing Gregory Walker to engage in the business of selling motor vehicles in the State of Ohio.
Affiliations
Alpha Phi Alpha Fraternity, Inc.- Treasurer
Certification
- Commercial Driver's License: Class A
- CNP - Certified Notary Public, "State Of Ohio"
- FMCSA, Master Freight Broker
- Life & Health Ins License: OH,MI,IL,TN,NC,TX,FL,GA,CA,NV
Timeline
Financial Advisor
Northwestern Mutual
05.2020 - 03.2022
Finance Director
Allen Chevrolet, Cadillac
03.2019 - 03.2020
Finance Manager/Sales Manager
Dave White Chevrolet/Acura/Lexus/Toyota
04.2012 - 02.2019
Sales & Leasing Consultant
Dave White Chevrolet
04.2010 - 04.2012
Sales & Leasing Consultant
Ed Schmidt Auto Group
10.2008 - 04.2010
Bachelor of Business Administration - Sales And Marketing Education
The University of Toledo
Class A CDL Operator
Professional Skills Institute