Jared P. Rabin
Dallas,TX
Summary
Institutional sales associate at Regan Capital leveraging strong presentation and competitive sales skills, cultivating strategic client relationships. Consulting with RIAs, family offices, endowments, foundations, OCIOs, TAMPS, and HNW individuals. Well versed in mutual funds, ETFs, SMAs, LPs, CEFs, and Asset Allocation.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Institutional Sales Associate
Regan Capital
Dallas, TX
01.2023 - Current
- Assisted in raising $800mm of new business
- Facilitated strategic meetings with smaller AUM advisors to strengthen relationships
- Developed sales initiatives aligned with current economic trends to drive engagement
- Coached and mentored 3 associates on sales desk, enhancing team effectiveness
- Proven and repeatable sales process based on positive mindset
Financial Advisor
Equitable Advisors
Las Vegas, NV
10.2022 - 12.2022
- Guided clients in selecting mutual funds, annuities, insurance, and managed accounts to align with financial goals
- Sourced and engaged potential clients through phone outreach and in-person meetings to expand client base
- Prospected for current clients via phone and in person
Temp
Barnes and Noble College
Reno, NV
07.2021 - 11.2021
- Achieved top ranking in textbook tutoring bundle sales through targeted marketing efforts
- Marketed online textbook tutoring service to increase awareness and drive sales
- Transitioned from temporary worker to full-time employee due to demonstrated sales success
- University of Nevada Reno Campus
Outside Services
Arrowcreek Golf Course
Reno, NV
01.2021 - 05.2021
- Delivered exceptional experiences for members through attentive service
- Cultivated relationships with course members to enhance engagement
- Oversaw opening tasks for daily operations and tournaments to ensure smooth functioning.
Front House
Triangle Square Cinemas
Costa Mesa, CA
06.2019 - 01.2020
- Oversaw front of house ticket sales, ensuring seamless customer transactions
- Achieved top ranking in Starlight Cinemas loyalty rewards program sales
- Executed daily opening and closing tasks
Temp
Popbar
Costa Mesa, CA
06.2018 - 08.2018
- Developed strong relationships with customers to enhance service experience
- Operated cash registers accurately and efficiently during transactions
- Oversaw closing procedures at end of day
Education
Bachelor of Arts - Psychology, Communications
The University of Nevada Reno
Reno, NV 09.2018 - 05.2022
Skills
- Institutional sales
- Client acquisition
- Investment strategies
- Financial product knowledge
- Investment planning
- Market analysis
- CRM software
- Problem-solving abilities
- Client relationship management
- Goal-oriented
Securities Licenses
- Series 7
- Series 66
Personal Profile
Jared is a competitive hard working individual who strives to be the best he can be at any given task. In his free time Jared loves to work out, play guitar, and spend time with family and friends. Jared played competitive sports his entire life including lacrosse, football, basketball and track and field. In high school he was voted as captain of his Varsity Lacrosse team and won the Frank Goldbeck Founders Award, the most prestigious award of the lacrosse program. He also played college lacrosse and has aspirations to be a competitive bodybuilder.
Timeline
Institutional Sales Associate
Regan Capital
01.2023 - Current
Financial Advisor
Equitable Advisors
10.2022 - 12.2022
Temp
Barnes and Noble College
07.2021 - 11.2021
Outside Services
Arrowcreek Golf Course
01.2021 - 05.2021
Front House
Triangle Square Cinemas
06.2019 - 01.2020
Bachelor of Arts - Psychology, Communications
The University of Nevada Reno
09.2018 - 05.2022
Temp
Popbar
06.2018 - 08.2018