Professional Summary
Overview
Work History
Education
Skills
Timeline

Michael Whitaker

Puritan Financial Group
Oreland,PA
9
years of professional experience

Analytical and adaptable professional with robust skills in market analysis and mentorship. Developed training programs and collaborated with cross-functional teams to optimize sales strategies and improve client engagement.

Work History

Account Executive

5 Years 7 Months
Puritan Financial Group | 08.2014 - 03.2020
  • Developed and maintained strong client relationships to enhance customer satisfaction and retention.
  • Conducted market analysis to identify growth opportunities and inform strategic decision-making.
  • Collaborated with cross-functional teams to streamline sales processes and improve operational efficiency.
  • Delivered tailored presentations to clients, effectively communicating product value propositions.

SalesManager

1 Year 9 Months
New Jersey Consulting Group | 04.2012 - 01.2014
  • Led sales team to exceed quarterly targets through strategic planning and execution.
  • Developed training programs to enhance sales techniques and product knowledge among staff.
  • Analyzed market trends to identify new business opportunities and optimize sales strategies.
  • Collaborated with marketing teams to align campaigns with sales objectives, driving brand awareness.

Consultant

1 Year 10 Months
Visa | 10.2010 - 08.2012
  • Led cross-functional teams to develop and implement strategic initiatives enhancing operational efficiency.
  • Analyzed market trends to inform product offerings, driving innovative solutions aligned with client needs.
  • Mentored junior consultants, fostering skill development and ensuring adherence to best practices.
  • Collaborated with stakeholders to streamline processes, resulting in improved project timelines and resource allocation.

Education

Bachelor of Science - Economics

West Virginia University | Morgantown, WV | 05-2013

Skills

Client relationship building
Account management
Relationship building and management
Pipeline management

Timeline

Account Executive

Puritan Financial Group
08.2014 - 03.2020Read More

SalesManager

New Jersey Consulting Group
04.2012 - 01.2014Read More

Consultant

Visa
10.2010 - 08.2012Read More

West Virginia University

Bachelor of Science from Economics
Read More
Michael Whitaker