Ryan M. Neumann
Pompton Lakes,NJ
Summary
Performance-driven Sales Director with 15 years' experience of consistent growth to bottom line profits. Skilled negotiator, sales process trainer and business strategist possessing portfolio of successfully executed and advantageous sales plans. Result driven, meeting or exceeding annual quotas, and retention rate expectations.
Overview
15
15
years of professional experience
Work History
Investment Specialist
The Spaventa Group
Jersey City, NJ
02.2023 - 01.2024
- Directed efforts towards accredited investors experienced in private equity, specifically focusing on late stage funding for companies exceeding $2 billion USD valuation.
- Provided investment advice to individuals and institutions for diverse asset classes.
- Specialized in alternative asset investment vehicles such as venture capital and real estate.
- In an advisory capacity, offering traditional financial services including wealth management, investment management, and insurance planning.
Sales Director
ION Global - Acuris
New York, NY
07.2019 - 10.2022
- Consistently achieved or surpassed USD 1 million (+) quotas for new-business sales each year, while also maintaining a multi-million dollar book of business at a success rate of 97% or higher.
- Implemented tailor-made sales tactics aligned with customer needs, resulting in increased revenue.
- Established strong partnerships with top-tier companies and executive leaders, resulting in successful attainment of growth targets.
- Effectively oversaw sales activities, ensuring smooth workflow from initial consultation to implementation.
- Formulated effective sales plans by setting clear goals, defining strategic approaches, and establishing measurable objectives that contributed to team achievements.
- Coached and mentored team members to develop warm lead pipelines, initiate renewal negotiations, and maintain customer-focused consultative relationships. Facilitated achievement of quarterly expectations through assistance and team management.
- Executed strategic sales plans to expand customer base and extend global reach.
Sales Specialist
Thomson Reuters
New York, NY
10.2012 - 06.2019
- Identified and coordinated renewal action plans of high-value and strategic renewals with associated sales team.
- Supplied on-time and precise retention forecasts and activity reports to aid in strategic decision-making.
- Provided clear updates on the progress of monthly/quarterly initiatives to internal stakeholders.
- Achieve growth targets by proactively identifying and collaborating with the sales team on territory expansion opportunities.
- Prospecting to C-Level Corporate Executives, presenting sophisticated cloud based software solutions.
- Drafting and finalizing RFIs and RFPs.
- Analyzed customers' needs and maintained in-depth technical knowledge of product capabilities.
- Conduct in depth product demonstration.
- Maintained working knowledge of company products, special sales programs, and marketing efforts within the sales division.
- Negotiating sales contracts.
Partner/Financial Consultant
Bauer Asset Management - First Midwest, Securities, Inc/Cape Securities, Inc
New York, NY
09.2008 - 10.2012
- Helped launch our branch office of First Midwest Securities with duties ranging from staffing, to fund raising and asset management. Identical duties when we launched our 2nd firm, Cape Securities NY.
- Offered financial consultations for clients portfolios.
- Hunted new clients, conveying our conservative growth strategy.
- Client account consolidation
- Assisting in the training of new employees and newly licensed representatives.
- Conveying my in-depth understanding of the fixed income markets, in particularly with REIT's and
- Help train clients on systems we used, to give them fast, easy access to market performance data
- Offered clients equity advice, dealing mainly on stocks, bonds, options, and ETFs
Education
Bachelor's degree - Communication
University of Rhode Island
Kingston01.2008
Don Bosco Prep
Ramsey, NJ01.2004
Skills
- High Spend Negotiation
- Value-Add Proposition Skills
- Problem-Solving
- Sales Quota Management
- Pipeline Management within CRM's
- Business Development - Cross-Selling and Up-Selling
- Territory Management
- Sales Product/Service Presentations and Public Speaking
- Lead Development
- New Market Penetration
Timeline
Investment Specialist
The Spaventa Group
02.2023 - 01.2024
Sales Director
ION Global - Acuris
07.2019 - 10.2022
Sales Specialist
Thomson Reuters
10.2012 - 06.2019
Partner/Financial Consultant
Bauer Asset Management - First Midwest, Securities, Inc/Cape Securities, Inc
09.2008 - 10.2012
Bachelor's degree - Communication
University of Rhode Island
Don Bosco Prep
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