Joe Fanning
Farmington,MI
Overview
7
7
years of professional experience
Work History
Sales Account Manager
NYX LLC
06.2022 - Current
- Instrumental in sourcing new business projects, significantly contributing to NYX's growth by acquiring new business worth $30 million in revenue
- Managed key accounts for NYX’s largest customer, overseeing more than $150 million in revenue, demonstrating exceptional account management and customer service skills
- Managed customer purchase orders and negotiated prices to optimize profitability and customer satisfaction.
Financial Consultant
Wealth Strategies Financial Group
05.2019 - 06.2022
- Developed and implemented comprehensive financial plans for clients, providing ongoing support and advice to help them follow their plan and stay on track with their financial goals
- Actively sourced new clients through targeted marketing efforts, making over 100 cold calls per day at times to expand the client base and contributing to the firm’s growth
- Engaged in client relationship management, ensuring client satisfaction and retention through personalized service and strategic advice.
- Studied financial documents to identify potential areas needing improvement.
Financial Advisory Intern
Wealth Strategies Financial Group
05.2017 - 05.2019
- Assisted senior advisors in organizing and sourcing new business, contributing to WSFG's marketing strategies and client acquisition efforts
- Cold called approximately 50 numbers per day in an effort to close appointments for senior level advisors
- Prepared comprehensive forecasting reports for senior leadership as necessary.
Education
Bachelor of Arts in Economics and Management -
Albion College
Albion, MI05.2019
Skills
- Business Development: Identifying and pursuing new business opportunities and strategic partnerships
- Industry Knowledge: Deep understanding of sports betting and gaming sectors
- Sales Skills: Effective negotiation, deal closure, and sales target achievement
- Client Relationship Management: Building and maintaining strong, lasting client relationships
- Marketing Acumen: Aligning business development with marketing strategies
- Analytical Skills: Interpreting market data and financial reports to guide decisions
- Communication: Articulating ideas clearly and engaging with various stakeholders
- Teamwork: Contributing to and thriving in team-oriented environments
- Adaptability: Navigating and succeeding in fast-paced, evolving industry settings
- Microsoft Office, proficiency including Excel: Skilled in utilizing Office tools for data analysis, presentation, and communication
Timeline
Sales Account Manager
NYX LLC
06.2022 - Current
Financial Consultant
Wealth Strategies Financial Group
05.2019 - 06.2022
Financial Advisory Intern
Wealth Strategies Financial Group
05.2017 - 05.2019
Bachelor of Arts in Economics and Management -
Albion College
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