Michael Moen
Portland,OR
Summary
A high achiever, results-driven, creative, versatile, and well-rounded senior executive with 20 years of experience in business sales development, strategic planning, market analysis, prospecting, consultative/advisory sales, sales presentations and demos, and negotiations. I consistently met and exceeded sales expectations in all my previous careers. My strong business, scientific, and financial acumen allowed me to adapt, lead, communicate, collaborate, problem solve, innovate, and take on any new challenges in operations and sales management roles that involve cross-functionality and executive decision-making skills. Authorized to work in the US for any employer
Motivated Desired Position with solid foundation in sales, adept at building strong client relationships and driving revenue growth. Proven track record of meeting sales targets and contributing to team success. Demonstrates effective communication and negotiation skills.
Sales professional with strong expertise in driving revenue and building client relationships. Adept at team collaboration, adapting to changing needs, and leveraging skills in negotiation, communication, and strategic planning. Known for reliability, fostering productive team environment, and consistently meeting targets.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Knowledgeable Desired Position with strong background in therapeutic practices. Proven ability to develop and implement effective treatment plans that enhance patient outcomes. Demonstrated expertise in patient assessment and collaborative care.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Direct Factory Sales Rep
Great Day Improvements: A Family of Brands
Portland, OR
06.2024 - Current
- An invite rehired by Champion Windows. See Champion Windows previous job descriptions.
- Consultative selling in Sunroom, entry door, window, and siding.
Field Sales Representative
Lumen
Portland, OR
01.2024 - 06.2024
- Perform door-to-door residential and small business sale in a consultative and advisory manner for service migrations in Qfiber Internet, VoIP, and digital streaming.
- Build a service pipeline for those with bundle products.
- Perform one-close opportunity as a field sale associate.
- Helped performed in-house technical set on digital streaming as a follow-up for new accounts acquisition.
- Generate new accounts in territories utilizing clients' referrals.
- Follow-up with customers on the sales cycle of bundle products.
- Generated 94 total new accounts in 93 field work days with Lumen.
- Posted the most 27 accounts for the month April among all Oregon sales reps.
- Posted the most accounts of 54 for last two months of April and May among all field sales representatives of Oregon.
- Exceeded sales expectation throughout tenure.
Sales Consultant
EvoSiding
Vancouver, WA
05.2023 - 11.2023
- Perform in-home sales consulting for home remodeling projects with tailored solutions for specific needs in home remodeling projects, both B2C and B2B.
- Provides in-home sales consulting through consultative and advisory capacities.
- Provide product demos and sales presentations using a 10-step process.
- Maintain customer service and relationship management throughout any project initiation and completion.
- Perform contract negotiations.
- Propose bids.
- Close deals on the spot and through follow-ups.
- Inspect and make recommendations for repairs to home exteriors.
- Assist customers in home remodeling design of home exterior projects.
- Perform material purchases for projects.
- Perform market research for the industry's pricing.
Marketing Director
K-DESIGNERS
Portland, OR
09.2022 - 01.2023
- Performed consultative face-to-face sales in the Home Improvement Sector for Washington and Oregon using one-call close negotiations.
- Provided outside sales presentation in windows, entry doors, sidings, and bathroom remodeling.
- Participated in team collaboration weekly for best business practices.
- Performed B2B and B2C sales marketing opportunities leading to new account acquisitions on the spot.
- Provided account management and customer service until completion of project installations.
Direct Factory Sales Rep
Champion Windows and Home Exteriors
Portland, OR
05.2021 - 09.2022
- Conducted consultative sales and marketing presentations as a Direct Factory Sales Rep in both SW Washington and Oregon territories for the home improvement needs sector.
- Conducted face-to-face sales and marketing presentations to B2B and B2C in the window, siding, and entry door in the home remodeling sector.
- Collaborated with team members to share the 10-step process of Champion best practice of sales presentation.
- Maintained customer service by utilizing the sales cycle and obtaining client referrals.
- Implemented a social media marketing strategy to generate self-generated leads.
- Met and exceeded sales throughout the tenure.
- Rated as the #1 Factory Sales Rep in Oregon throughout the tenure and ranked #2 overall, inclusive of Washington flagship and Oregon territories.
- Generated and achieved ~$2.2M in revenues in the first 12 months of tenure.
- Qualified and Achieved "Super Achiever Status," recognition in the timeframe of eight months while ranking in the top 50 of the Great Day company sales rep.
- Set the highest sales revenue record of $435K in the Oregon state office in May 2022.
- Achieved the highest close ratio of 54% for December 2021.
- Set the highest record for gross and net revenues in Oregon for February, March, and May 2022: $405K, $333K, and $435K, respectively.
Founder IACC/ UX Adaptive Designer
IACC,LLC
Portland, OR
07.2015 - 03.2017
- Performed, researched, and validated the market analysis need of the food recipe-sharing platform as a social media startup.
- Wore multiple hats as a business developer, project manager, recruiter, and strategic planner in recruiting and implementing the final design and features of the mobile UX design prototype for Minimum Viable Product (MVP) for future investors' fundraising.
- Collaborated with team members for technical input in designing and developing a food/recipe-sharing social media platform for social content and future aspect of monetization.
- Performed and acted as the primary lead UX Designer for the IACC team.
- Self-started the vision and completion of the final UX high-fidelity wireframing design for both mobile and desktop applications by utilizing the MockPlus software platform for MVP to use for future investors' fundraising presentations.
- Submitted two trademarks with USPTO.
- Recruited and collaborated with three software engineers in designing and implementing the finished product of a mobile UX design platform for social media content.
- Attended and trained the tutorial courses in the technical programming languages in both CSS, HTML, and Javascript programming languages tutorial courses through CodeAcademy.
- Performed market analysis and validated the needs of the startup and monetization aspect.
- Created, designed, and submitted two intent-to-use intellectual properties to USPTO.
- Created and designed IACC's Mission statement and brand logo.
- Researched new technologies, software packages, and hardware products for use in website projects.
- Collected, defined, and translated user requirements into project designs and implementation plans.
- Took up and completed 60% of computer programming courses as a full-stack developer.
- Took up CFA 1 prep courses and the CFA level 1 exam in December 2015.
VP Investments
JPMORGAN CHASE
Portland, OR
12.2009 - 05.2015
- Ensured strategic execution and dynamic monitoring of the client's investment portfolio as an Account and Relationship manager.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
- Performed account management, customer service, and new account acquisitions.
- Surpassed target metrics business balance growth with Chase's bank managers (partners) on all branches resulting in only one of advisor positions in Oregon to achieve a top 10% ranking award recognition for the first year in the Dessert Mountain region (CA, WA, ID, OR, AZ, NV ) and nationally in 2010.
- Managed and operated five to seven branches as a business developer and territory manager.
- Integrated Investments core competencies into the banking side.
- Participated in 6 new product launches.
- Achieved top 5% producer ranking throughout tenure in OR.
- Maintained and achieved #2 highest ranking in market penetration in Oregon among all wealth / money manager advisors.
- Performed account management, customer service, and new account acquisitions throughout
- The top producer in the state of Oregon four out of five years among designated retail "Financial Advisors" in Northern Oregon in all districts
- Led in assisting the main Walker branch in achieving its first Tier 1 P&L ranking in Desert Mountain Territory in 2011 and the other four components in 2012 through 2015 in their respective districts.
- Helped generate a robust average of 37.4% CAGR investment growth balance from an initial $7M AUM (Asset Under Management) to a total of $34.3M AUM from February 2010 to May 2015.
- Achieved and helped generate the best and highest average commissions of $328K throughout the tenure in the Northern Oregon region while managing and daily supervising operations of multi-million dollar investments and deposits operations for all five branches' territory
- Led, coordinated, and implemented strategic planning and business development with all bank managers and employees.
- Shared sales cycle approach to banking colleagues.
SR. Stockbroker/Wealth Advisor
PHILLIPS AND COMPANY
Portland, OR
07.1998 - 11.2009
- Managed and updated over 300 client portfolios weekly.
- Participated as 1 of 3 research equity investment committee participants in charge of identifying small to mid-cap equities for sell-side equity "buy" recommendations in healthcare sector.
- Answered clients' questions and inquiries concerning individual financial plans and strategies.
- Frequently reviewed client accounts and planned to understand if any economic changes or situational concerns necessitated changes in financial goals.
- Recommended investment products and services suit clients based on objectives, resources, and risk profiles.
- Prepared and interpreted financial document summaries, investment performance reports, and income projections.
- Performed biotech due diligence research report for investing.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's needs.
- Motivated, trained, led, and supervised four to eight junior stockbrokers/advisors simultaneously.
- Executed the sale of the firm's highest new account opening record with $1M worth of stock purchase on February 14, 2002, of Starbucks equity.
- Utilized the Sales cycle approach of cold calling, prospecting, lead generation, sales presentation, new account acquisition, and customer service.
- Achieved designated Senior status in 2000 with $2.8M - $3.2 AUM (a $2.5M minimum requirement) with Willamette Securities.
- Employed account management and customer service with 300 clients monthly.
- Participated in six product IPO launches in the course of 11.5 years.
- Educated clients on various financial matters and provided professional market guidance and recommendations, advice on investment opportunities, products, and services based on each client's individual needs and risk parameters, and objectives.
- Generated one new account acquisition per 11 client sales presentations over the telephone through cold-call prospecting.
- Motivated, mentored, trained, led, and supervised four to eight junior stockbrokers/advisors at a time.
- Selected and promoted as 1 of 2 Seniors to lead Willamette Securities, a sister company of Phillips, from the ground up in 1999 to 2001.
- Performed face-to-face B2C and B2B investment consultative sales with retail and corporate accounts throughout tenure.
- Performed market and equity research analysis in health science, telecoms, retail, consumer goods, etc.
Education
BBA and BS - Finance And Investments
Wichita State University
Wichita, KS06-1998
Pre-Physician Assistant
Wichita State University
Wichita, KS06-1998
Skills
- Strong business and financial acumen (10 years)
- Leadership and team building
- Industry analysis experience
- Team management in cells
- Strategic Financial Planning
- Equity research analysis
- Biotechnology research
- Drug clinical analysis
- Basic Java scripts and beginner's algorithms
- Basic HTML and CSS website coding
- User Interface (UI) Design
- Mobile application development design
- CSS
- MS Office
- Evaluating capital projects
- Team management
- Organization
- Relationship development
- Business operations
- Business Development
- Financial and Operational Reporting
- Financial Analysis
- Budgeting
- Industry and Market trends analysis
- Cash flow analysis
- Cold calling
- Financial Management
- Customer Relationship Management
- Developing solutions
- Web user interfaces
- Team building
- Web application development
- Outside- the -box strategical thinker with both macro and micro approach
- Supervision
- Customer service
- Problem resolution
- JavaScript
- Bootstrap
- User Experience (UX) (2 years)
- Outside Sales (10 years)
- Inside sales (10 years)
- B2B (2 years)
- Territory management
- Management
- Account management
- B2B sales
- Customer support
- Negotiation
- Business Analysis
- Forecasting
- Agile
- Product management
- Windows
- Sales management
- Interviewing
- Sales
- Microsoft Office
- Analysis skills
- Communication skills
- Workday
- FDA regulations
- Continuous improvement
- Teaching
- Presentation skills
- CRM software
- Business intelligence
- Closing skills (10 years)
- Scientific research (10 years)
- Product demos (2 years)
- Territory management (10 years)
- Drug and Clinical research (10 years)
- Inside sales
- Outside sales
- Direct sales
- Customer relationship management
- Product demos
- Relationship management
- Retail sales
- Leadership
- Mentoring
- Profit & loss
- Financial planning
- Microsoft Access
- Financial analysis
- Supervising experience
- Research & development
- Oncology
- Marketing
- Pricing
- Senior leadership
- Financial management
- Business development
- Research
- Conflict management
- Project management
- Operations management
- Public relations
- Interpersonal communication skills
Certification
- Series 7
- Series 63
- Series 65
- October 2002 to July 2017
- Life & Health Insurance License
- August 2010 to August 2017
Timeline
Direct Factory Sales Rep
Great Day Improvements: A Family of Brands
06.2024 - Current
Field Sales Representative
Lumen
01.2024 - 06.2024
Sales Consultant
EvoSiding
05.2023 - 11.2023
Marketing Director
K-DESIGNERS
09.2022 - 01.2023
Direct Factory Sales Rep
Champion Windows and Home Exteriors
05.2021 - 09.2022
Founder IACC/ UX Adaptive Designer
IACC,LLC
07.2015 - 03.2017
VP Investments
JPMORGAN CHASE
12.2009 - 05.2015
SR. Stockbroker/Wealth Advisor
PHILLIPS AND COMPANY
07.1998 - 11.2009
BBA and BS - Finance And Investments
Wichita State University
Pre-Physician Assistant
Wichita State University