Mason Blake
Dallas,TX
Summary
Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 10 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
1
1
year of professional experience
Work History
Vice President - Inside Sales Person II
Fisher Investments
01.2024 - Current
- Increased company AUM through direct client sales and education. Year one results 43MM funded net new assets
- Cold called both warm and cold leads setting all appointments independently through 100-300 dials per day.
- Held both face to face and Zoom appointments directly with prospective clients, with and average of 3-4 appointments per day.
- Managed strict sales pipeline process to move prospective clients through the funnel with high level of efficiency.
Education
Bachelor of Science - Finance - Investments And Wealth Management
The University of Arkansas
Fayetteville 12-2014
Skills
- High Level of Sales Acumen
Timeline
Vice President - Inside Sales Person II
Fisher Investments
01.2024 - Current
Bachelor of Science - Finance - Investments And Wealth Management
The University of Arkansas
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