CRM
Louis Stradling
Queen Creek,AZ
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
6
6
Certifications
1
1
Language
Work History
Technical Account Manager
Keap
Chandler, AZ
08.2021 - Current
- Influencer and Franchise Lead
- Establish Relationships with new Franchises, review their tech stack and API needs ensure smooth transition for their franchisees to new CRM
- Grew existing franchises from 10 locations to over 100+
- Manage over 50 US Based and International Partners.
- Lead in charge of onboarding, between our sales partners, influencer and franchisees
- Lead in charge of strategy for retention of new locations and customers.
- Increased client satisfaction by promptly addressing technical issues and providing tailored solutions
- Gathered valuable feedback from clients for continuous product development and enhancement efforts
Registered Representative
Transamerica Financial Advisors, Inc.
Phoenix, AZ
05.2020 - 08.2023
- Prospect for new clients
- Life Insurance and Long Term Care Sales
- Grew practice from 0 clients to over 40 households.
- Streamlined internal processes by implementing more efficient systems for managing client information and tracking ongoing transactions
- Managed high-pressure situations calmly and effectively, maintaining professionalism while resolving conflicts when they arose between parties involved in transactions or disputes
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives
Assistant Vice President Financial Advisor
Bank of America Merrill Lynch
Mesa, AZ
07.2015 - 01.2020
- In role as VP grew branch location from 0 assets under management to 18 million in 18 months
- 7 to 10 appointments daily
- Customer retention
- Establish Goals and projections for new clients
- Set up new investment plans based on prepared plans
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions
Education
Bachelor of Science (B.S.), Business Management - Finance
Brigham Young University - Idaho
Rexburg, ID 01.2012 - 05.2014
Skills
Franchise Agreements
Websites
Certification
Series 7 - FINRA
Locations
Greater Phoenix Area
Software
Timeline
Technical Account Manager
Keap
08.2021 - Current
Registered Representative
Transamerica Financial Advisors, Inc.
05.2020 - 08.2023
Assistant Vice President Financial Advisor
Bank of America Merrill Lynch
07.2015 - 01.2020
Bachelor of Science (B.S.), Business Management - Finance
Brigham Young University - Idaho
01.2012 - 05.2014
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