Summary
Overview
Work History
Education
Skills
Certification
Organizational Experience
Timeline
Generic

G. ROBERT BOOTH

Raleigh,NC

Summary

Over the course of my career I have compiled a successful record of accomplishments in selling software, building sales process and leading sales teams while maintaining a focus on client success. An extensive background in enterprise software to assist organizations in delivering bottom line revenue growth, maximum efficiency and best in class competitive processes.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Account Executive- Financial Markets

ABRIGO (formerly SAGEWORKS)
01.2013 - 01.2024
  • Responsible for selling bank analytics software platform to financial institutions across United States
  • Improve internal processes, marketing materials, strategic initiatives and product platform
  • Manage entire sales process to include: Generate prospective client opportunities through direct marketing, cold calling, email
  • Identify and qualify key decision makers (C-Level Executives)
  • Secure meetings with prospects
  • Deliver product/sales presentations
  • Manage both internal and external resources needed in sales cycle
  • Negotiate contracts
  • Manage customer accounts through implementation.

Awards and Recognition:

• Product Demo – Sageworks’ Champion – 2013
• 2014 President’s Club
• 2016 President's Club
• 2017 President’s Club
• 2020 President’s Club
• 2021 President’s Club

Senior Account Representative

ASTRAZENECA
01.2005 - 01.2013
  • Responsible for maintaining and growing territory sales for numerous pharmaceutical products to primary care, and specialty physicians
  • Perform daily sales calls to high volume prescribing physicians in Northwest Florida territory utilizing personal selling skills in order to maximize prescription writing for specialty portfolio.

Senior Equity Sales Trader

EMPIRE FINANCIAL GROUP
01.1997 - 01.2005
  • Following initial employment as an Assistant, rapidly promoted to Equity Trader for this market-making/equity trading firm
  • Responsible for soliciting broker dealers in the U.S
  • And Canada for equity trades, building broker client base via cold calling, managing/resolving client issues, handling risk management, solving long and short cash positions, performing internal auditing, and increasing efficiency by creating software solutions
  • Led the mentoring of junior traders in both sales and trading techniques
  • Traded NYSE and NASDAQ issues using Level III NASDAQ, Instinet and NYSE along with multiple trading programs

Achieved the company's All Time Monthly Record for Trading Profit (maintained for duration of employment).

Education

Master of Business Administration -

AUBURN UNIVERSITY
Auburn, Alabama
12.2011

Bachelor of Science in Business Administration - Finance

UNIVERSITY OF FLORIDA
Gainesville, Florida
01.1995

Skills

  • Client Relationship Management
  • Relationship Building
  • Team Collaboration
  • Sales Quota Achievement

Certification

Series 7 & Series 55 Licenses (expired)

Organizational Experience

  • Sales Management
  • C Level Relationships
  • Presidents Club
  • Business Development

Timeline

Senior Account Executive- Financial Markets

ABRIGO (formerly SAGEWORKS)
01.2013 - 01.2024

Senior Account Representative

ASTRAZENECA
01.2005 - 01.2013

Senior Equity Sales Trader

EMPIRE FINANCIAL GROUP
01.1997 - 01.2005

Master of Business Administration -

AUBURN UNIVERSITY

Bachelor of Science in Business Administration - Finance

UNIVERSITY OF FLORIDA
G. ROBERT BOOTH