Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Barnes

Vancouver,WA

Summary

Results-driven Account Executive with expertise in client relationship management, strategic sales planning, and market analysis. Known for high productivity and efficient task completion. Excel in communication, negotiation, and problem-solving to achieve client satisfaction and business goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Account Executive

Fisher Investments
Camas, WA
07.2023 - 11.2024
  • Conducted daily outreach to more than 250 prospects.
  • Secured $25 million in new assets under management through effective communication.
  • Generated qualified leads via strategic questioning.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Managed outreach campaigns targeting various American regions.

Regional Onboarding Coordinator

Fisher Investments
Camas, WA
04.2022 - 07.2023
  • Demonstrated process improvements in a pioneering role at the firm, leading to the adoption of a new position across the entire group.
  • Managed paperwork distribution, served as the customer point of contact, and facilitated new client onboarding.
  • Acted as the salesperson's point of contact for any support in their sales process, including providing resources such as portfolio analyses, onboarding documentation, competitive research, and referrals.

Regional Sales Associate

Fisher Investments
Camas, WA
06.2021 - 04.2022
  • Acted as a liaison between internal business operations and a client-facing salesforce of over 300 individuals.
  • Provided focused support for the firm’s highest performing VPs, responsible for onboarding millions of dollars in new Assets Under Management (AUM) daily.
  • Prepared customized portfolio analyses for prospective clients.

Intern

Consolidated Electric Distributors
Boise, ID
06.2020 - 07.2020
  • Keeping an inventory of all merchandise entering or exiting the warehouse.
  • Identified any missing, lost or damaged materials.
  • Secured and labeled merchandise for transport.
  • Transported materials to job site complying with safety protocols.

Server/Host/Expo Runner

Buffalo Wild Wings
Vancouver, WA
05.2014 - 03.2020

Education

BBA - Marketing And Entrepreneurship

Boise State University
Boise, ID
05-2021

Skills

  • Relationship building and management
  • Written and verbal communication
  • Team building
  • Customer Service
  • Managing operations
  • Attention to Detail

Certification

  • Series 65

Timeline

Account Executive

Fisher Investments
07.2023 - 11.2024

Regional Onboarding Coordinator

Fisher Investments
04.2022 - 07.2023

Regional Sales Associate

Fisher Investments
06.2021 - 04.2022

Intern

Consolidated Electric Distributors
06.2020 - 07.2020

Server/Host/Expo Runner

Buffalo Wild Wings
05.2014 - 03.2020

BBA - Marketing And Entrepreneurship

Boise State University
Jacob Barnes