Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
SALES DEVELOPMENT & OPERATIONS ASSOCIATE
Generic

MICHAEL B. TORRENCE

Salt Lake City,UT

Summary

Strategic, disciplined Sales Development & Operations professional with experience supporting CEOs and senior executives in high-velocity environments. Proven ability to strengthen pipelines, conduct structured prospect research, manage CRM workflows, and execute detailed follow-through that keeps leaders fully leveraged. U.S. Marine Corps veteran and Naval Aviator with exceptional operational rigor, communication skills, and analytical discipline.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Sales Operations & Client Strategy

Registered Investment Advisor (RIA)
2018 - 01.2025
  • Worked directly with the CEO to manage pipeline, prepare briefing materials, and support revenue-driving initiatives.
  • Conducted deep prospect and industry research; delivered intelligence briefs used in outreach and executive meetings.
  • Managed CRM workflows, cleaned data, and maintained visibility of opportunities, tasks, and follow-ups.
  • Joined sales calls to capture notes, identify next steps, and execute post-meeting communication.
  • Improved workflows and sales documentation, enhancing efficiency and conversion rates.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.

Naval Aviator & Team Leader

United States Marine Corps
01.2013 - 2017
  • Led aviation teams in high-pressure, mission-critical environments requiring precision and rapid decision-making.
  • Managed logistics, personnel coordination, and operational planning.
  • Delivered mission briefings, maintained documentation, and ensured alignment across leadership channels.
  • Developed resilience, adaptability, and leadership under stress.
  • Conducted flight operations in diverse environments, ensuring mission success and safety protocols.
  • Coordinated pre-flight checks and maintenance procedures, enhancing aircraft readiness.
  • Analyzed flight data to optimize navigation strategies and enhance mission effectiveness.
  • Led debriefing sessions post-flight, fostering a culture of continuous improvement and knowledge sharing among crew members.
  • Developed training programs for new pilots, enhancing skill acquisition and operational readiness within the squadron.
  • Implemented standard operating procedures to streamline flight operations and ensure regulatory compliance.
  • Assisted in the development of standard operating procedures for various aviation tasks, promoting consistency across the squadron''s operations.
  • Demonstrated exceptional decision-making abilities under high-pressure situations, contributing to successful missions and crew safety.

Shift Manager

Rogue Fitness
2011 - 2013
  • Supervised daily operations to ensure efficient workflow and adherence to safety standards.
  • Trained new staff on operational procedures and company policies to enhance team performance.
  • Monitored inventory levels and coordinated supply orders to maintain stock availability.
  • Implemented process improvements that increased productivity and reduced operational downtime.
  • Facilitated communication between shifts to ensure consistent service quality and operational continuity.
  • Supervised employees and oversaw quality compliance with company standards for food and services.
  • Oversaw all shipping and receiving operations during the shift.

Education

B.A. - International Studies — Security & Intelligence

THE OHIO STATE UNIVERSITY
Columbus, OH

Skills

  • CEO Support
  • CRM Management
  • Prospect Research
  • Pipeline Structuring
  • Sales Call Support
  • Follow-Up Execution
  • Revenue Operations
  • KPI Tracking
  • HNW Client Engagement
  • Executive Communication
  • Military-Grade Discipline
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail

Accomplishments

  • Worked directly with RIA Founders to grow from a local ~$25 million dollar firm to SEC Registered ~$150 million dollar firm.
  • Employee 22 at Rogue Fitness and worked with the owners and team to help grow it into a Global Brand.
  • Created comprehensive training program for all Student Naval Aviators coming through NAS Corpus Christi. This was half of the USMC Aviators in training in the country.
  • Coordinated and efficiently scheduled all S.E.R.E. Training to more efficiently flow with training savings millions.

Certification

Series 7, 63, 66 & Studied from 57 - Insurances - LSS Yellow Belt - Bloomberg Terminal

Languages

Languages Studied: Spanish, Quechua, Arabic

Timeline

Naval Aviator & Team Leader

United States Marine Corps
01.2013 - 2017

Sales Operations & Client Strategy

Registered Investment Advisor (RIA)
2018 - 01.2025

Shift Manager

Rogue Fitness
2011 - 2013

B.A. - International Studies — Security & Intelligence

THE OHIO STATE UNIVERSITY

SALES DEVELOPMENT & OPERATIONS ASSOCIATE

CEO Support - CRM Execution - Pipeline Management - Prospect Research - Sales Operations

MICHAEL B. TORRENCE