Nate Klein
Chicago,IL
Summary
6 years experienced Account Management, Investor Relations & Business Development Professional focused on driving new business accounts, maximizing client retention, and successfully expanding network connections and introducing services. Experienced in managing key accounts from concept to competition, delivering results through B2B and B2C partnerships.
Overview
5
5
years of professional experience
Work History
Investor Relations Associate
S2A Modular
Palo Alto, CA
06.2020 - Current
- Work directly with C-Suite on structured $900M Capital Raise to meet accelerated growth of building 35 Mega Factories throughout the United States.
- Manage investor and partner pipeline along all stages from initial outreach to closing.
- Run investor and client presentations with family offices, private equity and institutional investors.
- Build and lead comprehensive investor targeting program in order to find potential new investors while supporting current investors. Includes planning and executing webinars, demos, investor conference participation, and daily phone calls with investors and partners.
- Update quarterly reports to provide summarized financial information for key customers - including management, Corporate Communications and Investor Relations.
Associate
Vestian Global Workplace Services
Chicago, IL
11.2017 - 06.2020
- Managed Midwest territory pipeline and customer base, generating revenue growth through Vestian’s full suite of corporate real estate services.
- Supported 500+ small to midsize business accounts across Midwest, operating as primary broker and salesperson.
- Developed new customer development strategies to capture market channels and increase client penetration, establishing relationships with potential clients and facilitating integration with partner service solutions.
- Redesigned internal metric system to drive more pipeline and qualify opportunities.
Commercial Real Estate Associate
Marcus & Millichap
Oak Brook, IL
05.2016 - 08.2016
- Expanded book-of-business volume by almost 200%, displacing larger, better established competitors by creating and executing strategic sales, marketing and customer service programs.
- Drove business development endeavors for specific territory, analyzed potential deals, established client relationships, and presented analysis to clientele with concise recommendations based on research findings.
Education
Bachelor of Science - Business Administration
Depaul University, Driehaus College of Business
Chicago, IL06.2017
Skills
- Strategic Account Management
- Proposals & Presentations
- Attention to Detail
- Investor Relations
- Consultative B2B & B2C Sales
- CRM/Salesforce
- Service Oriented
- Critical Thinking
Timeline
Investor Relations Associate
S2A Modular
06.2020 - Current
Associate
Vestian Global Workplace Services
11.2017 - 06.2020
Commercial Real Estate Associate
Marcus & Millichap
05.2016 - 08.2016
Bachelor of Science - Business Administration
Depaul University, Driehaus College of Business
Similar Profiles
Carlos GalvanCarlos Galvan
Industrial Maintenance Technician at S2A ModularIndustrial Maintenance Technician at S2A Modular
Jeremy MoyerJeremy Moyer
Sales Consultant and Construction Project Manager at The Modular Marketplace/Icon Legacy Custom ModularSales Consultant and Construction Project Manager at The Modular Marketplace/Icon Legacy Custom Modular
Lalith KumaarLalith Kumaar
Finance Controller/ Finance Manager at @ M/S Frontier Modular Design Pvt Ltd, Manufacturer of Modular Furniture for Corporate officeFinance Controller/ Finance Manager at @ M/S Frontier Modular Design Pvt Ltd, Manufacturer of Modular Furniture for Corporate office
Tsvetelin PenevTsvetelin Penev
Back Server at The Peninsula HotelBack Server at The Peninsula Hotel
Jose Sanchez-GarciaJose Sanchez-Garcia
Certified Medical Assistant at Northwestern MedicineCertified Medical Assistant at Northwestern Medicine