- Writing and composing music
- Playing and teaching guitar
- Baking
- Hiking nature trails
Jacob Gayle
Huntington Station,NY
Summary
Experienced internal wholesaler. Proven track record in driving sales growth and building strong client relationships. Demonstrated ability to employ strategic planning and effective communication to meet client needs and business goals.
Overview
14
14
years of professional experience
Work History
Internal Wholesaler
Neuberger Berman
04.2022 - Current
- Uncovered the needs of clients and prospects through targeted outreach to position appropriate solutions for investment models.
- Shared relevant updates and market outlooks with clients and prospects to add value and gain credibility.
- Partnered with externals to manage territories with focused outreach, follow up, and discovery of new opportunities.
- Successfully sold a wide array of products across asset classes including equities, fixed income, liquid alternatives, and private equity to new and existing clients.
Financial Advisor
Merrill Lynch
12.2015 - 08.2021
- Cultivated relationships with high net worth individuals through cold-calling and a repeatable sales process. Closed roughly $30mm in net new business
- Created personalized financial plans for each client pertaining to their specific needs and objectives.
- Uncovered outside client assets and presented timely and relevant solutions to expand relationships.
- Formulated custom assets allocation and investment models for client portfolios.
Sales Representative
All Seasons Tree Care, Inc
03.2011 - 12.2015
- Generated leads and opened new customer accounts through cold-calling and a defined sales process.
- Addressed customer concerns through education on products and services.
- Responsible for reengaging former customers, regaining their confidence, and converting them to current customers.
Education
Bachelor of Arts - American Studies
SUNY College At Old Westbury
Old Westbury, NY05-2015
Skills
- Series 7/66 licensed
- Defined sales process
- CRM (Salesforce)
- Results oriented
Interests
Timeline
Internal Wholesaler
Neuberger Berman
04.2022 - Current
Financial Advisor
Merrill Lynch
12.2015 - 08.2021
Sales Representative
All Seasons Tree Care, Inc
03.2011 - 12.2015
Bachelor of Arts - American Studies
SUNY College At Old Westbury
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