Joshua Van Dress
Middle Village,NY
Summary
Based on my resume, I have combined most experience at National Securities, just to make matters easier. CRD# which is 2443983 will explain in detail. I have spent my entire professional career understanding he craft of sales, enlisting others and teaching them to do the same. I am extremely proficient within tech stocks, knowing what they do, catalysts and understanding how to make a team grow rapidly, and have no issues holding accountability. in 2013 I started a hedge fund "Able Capital Management, in a Market Neutral equities fund raising roughly 560 million in AUM. Background is in selling and raising assets using Series 7 /63 Series 65. I have multiple write ups on Bloomberg, newsletters on LinkedIn, CNBC. I have nearly completed Code Academy certification in Python,Data Science, SQL and Data Science. I have been involved with these languages for some time, but am now understanding enough to sell technology whether it be from SAAS, I have forgotten more about sales than most people will know. I also feel extremely confidant selling technologies across the spectrum and love the competition.
Overview
24
24
years of professional experience
Work History
Owner / Founder of RIA / Market Commentary
Helios Capital Advisors, LLC
Middle Village , NY
2019.03 - Current
- Created Market Neutral SMA accounts for use with qualified accounts / individuals using forward indicators.
- Advised on Private Equity, UMA accounts through Envestnet and the like. AUM since inception $427 million in assets raised.
- Programming algorithms using functions based on Python,ML,c#
- Have a deep understanding of Linked-in, have a current CAC closing ratio of 2 out of 7.
- Specialized within the Technology Sector at Helios and ever other firm for nearly 30 years.
Account Executive
SPARTAN Capital
New York , United States
2020.03 - 2021.06
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing and referrals.
- Drove new business development through qualifying leads, building relationships and executing strategic sales.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Reason for Leaving: Pandemic
Senior Vp of Sales
National Securities Corporation
New York , United States
2001.07 - 2020.02
- Coached sales associates 45 plus over the years with product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- 2008 was responsible for gross commissions exceeding 15% of all firms nationwide as well as top asset raiser with over 140 million equites raised. Through the use of interns, trainees and new licensed reps, Maintained more accounts for equity trading always within the top 5.
Education
No Degree - Music Education
I am 50 years of age, and plenty of gas left to go in the tank, but I have lost all motivation, desire to take 20 years to build a solid book of business for the market to rip it away multiple times. I left High School, as I did not have a good up bringing, and left to start making a better life for myself in New York.
Skills
- Integrity and Transparency
- Employee Motivation and Performance
- Portfolio Management
- Strategic Planning
- Change and Growth Management
- Executive Leadership
- Effective Communicator and Public Speaker
- Marketing Tactics
- Raising Capital
- Google AdWords
- Advertising Initiatives
- Analytical and Critical Thinker
Timeline
Account Executive - SPARTAN Capital
2020.03 - 2021.06
Owner / Founder of RIA / Market Commentary - Helios Capital Advisors, LLC
2019.03 - Current
Senior Vp of Sales - National Securities Corporation
2001.07 - 2020.02
Fairless High School - No Degree, Music Education
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