IAN BELL
Denver,CO
Summary
Experienced sales professional with a successful track record from pipeline generation to post-sales. Skilled in value-oriented sales, customer data, and marketing activation use cases. Proficient in fostering growth in the Growth business segment, leading cross-functional teams, and delivering compelling presentations. Trusted for accurate forecasts and maintaining clear sales visibility. Experienced in navigating complex sales cycles with various teams.
Overview
14
14
years of professional experience
Work History
Enterpirse Account Executive
Oracle - NetSuite
Denver, CO
11.2023 - Current
- Successfully consulted with C-level and executive leadership to identify key business priorities, leading digital transformations and delivering growth through strategic implementation of cloud SaaS solutions
- Partnered with the C-suite to build the visions of technology within enterprise organizations.
- Advice on value and return on investment vs. technical functionality.
- Exceeded revenue quota by 160% through strategic pipeline generation
- Closed new logos via outbound strategy while becoming an authority in various industries.
President
Bell Capital Management
Denver, CO
01.2020 - 01.2023
- Sold $6.4M in ARR subscriptions for Active Trader watchlist
- Developed personalized long/short strategies
- Co-Created software that tracked profitable trades with 87% efficiency
- Collaborated with C-Suite executives and institutions to sell Wildcatter software
- Sold Wildcatter and its software to Tradeovate in 2023
- MEDDPICC, Force Management and JB Sale's-Filling the Funnel certified
Managing Director
Black Swift Group
Denver, CO
01.2017 - 01.2020
- Company Overview: an investment manager and SEC-registered investment advisor managing equity, fixed income, and alternative investment strategies with $350M AUM
- Personally raised $81M for fund One
- Responsible for new business and growing current customer base
- Oversees 1 of 3 private funds, the Special Situations Fund, a fund with $75M in assets under management
- Work to source deals for the fund while managing a high-performing team of 10 comprised of traders and development employees
- Prospect and solution sell into C-Suite (CIO, CTO, CEO, etc.)
- Successfully pitched endowments, foundations, and high-net-worth clients, raising significant assets for all three funds
- Received Series 7, 6, 65
- An investment manager and SEC-registered investment advisor managing equity, fixed income, and alternative investment strategies with $350M AUM
Vice President of Business Development
4 Them Investments
Denver, CO
01.2014 - 01.2016
- Collaborated with major institutions, including JPMorgan and Goldman Sachs, using technology to obtain deal flow for new and secondary issues
- Provided wide-ranging syndicate leadership in terms of new issues business, the management of deal flow, researching deal profit, deal risk mitigation, and overall fund management
- Created $26M in gross deal flow from 2014-2016
- Exceeded Quota by 330%
Sales Executive
Corporate Stock Transfer, Inc.
Denver, CO
01.2011 - 01.2014
- Leveraged technology tools to provide comprehensive sales and marketing support to key clients, enhancing customer satisfaction and engagement
- Represented the company at conferences worldwide, staying up-to-date with the latest financial technology trends
- Sold Corporate Stocks top tier services worldwide to Private and public companies
Skills
- Financial Technology (Fintech)
- Stakeholder Communication
- Strategic Business Relationships
- Portfolio Management
- Financial Analysis & Reporting
- Customer Relationships
- Executive-Level Presentations
- Direct Sales
- Key Performance Indicators (KPIs)
- Strategy & Execution
- Field Sales
- Account Manager
- Business Development
- Revenue Management
- Technology Adoption
- C-Level Sales
- AWS
- B2B Sales
- Could
- Negotiating
- SaaS
Timeline
Enterpirse Account Executive
Oracle - NetSuite
11.2023 - Current
President
Bell Capital Management
01.2020 - 01.2023
Managing Director
Black Swift Group
01.2017 - 01.2020
Vice President of Business Development
4 Them Investments
01.2014 - 01.2016
Sales Executive
Corporate Stock Transfer, Inc.
01.2011 - 01.2014