NOLAN DUBOIS
Oak Park,IL
Summary
An ambitious, highly motivated, organized, and disciplined individual with a passion for sales and management. Accomplished verbal and written communicational skills implemented to add new customers, increase revenue and promote account management services.
Overview
7
7
years of professional experience
Work History
Senior Advisor Consultant
Performance Trust Asset Management, LLC
2022.07 - Current
- Work closely with assigned directors to advance quarterly and annual business goals.
- Covered territory with over 20,000 available financial advisors. I helped build out unestablished territory by uncovering advisors and qualifying them as prospects.
- Led virtual and in person meetings presenting our funds and investment processes.
- Helped drive gross sales of 850 million in assigned territory.
- Keeping detailed records, via Salesforce was instrumental in territory management.
- Efficient in both Morningstar and Y-Charts, especially when providing business analysis and fund comparisons.
- Knowledgeable in securities products such as, ETFs, Mutual Funds, SMAs, especially in fixed income.
Registered Associate
Morgan Stanley
2020.09 - 2022.07
- Implemented new business development process for a Wealth Management Team. Constant innovation of these process for scalability. Process was intended to target individuals in IT and Financial roles within specific companies. Added over 2,000 qualified leads since implementation of new process.
- Worked with Advisors and Financial Wholesalers within financial industry to enhance sales knowledge and skills.
- Used Multi medium prospecting approach including , cold calling, following up on warm leads, LinkedIn, Emails, and Marketing Campaigns.
- Worked with clients and prospects on financial planning
- Presented demos and meetings to clarify financial products and services provided
Account Executive
Darwill, Inc
2018.10 - 2020.04
- Worked on Beltone corporate account as well with Beltone franchise owners.
- Built and strengthened relationships with new and existing accounts to drive revenue growth. Brought in over a million dollars in monthly revenue and subscriptions.
- Prospecting, engaging, and closing new customer accounts within network to provide full scale marketing services.
- Participated out of office client meetings including dinners and entertainment events.
- Presented power points and demonstrated our service to clients face to face. Delivered Demo presentations to clients to utilize our Saas tool available for their use.
- Delegated tasks to account management team in most efficient manner to reach previously set weekly and monthly deadlines
Paralegal
Real Law Group
2016.11 - 2018.10
- Learned procedural policies of legal system.
- Excelled in dynamic position with daily and weekly task changes.
- Lead role on all Purchase Contracts. Handled over 200 contracts which lead to 100% close rate.
- Attended and networked at real estate and attorney functions to create brand awareness and develop new business
- Developed skills in negotiation and dealing with specific clients’ individual needs.
- Engaged in inside sales to help grow client base.
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Communicated with outside vendors on behalf of attorneys and legal departments.
Education
Series 7 & Series 63 -
Finra
Bachelor of Science -
Calvin College
Grand Rapids, MI12.2016
Skills
- Business Development
- Demo Presentation
- Client Retention
- Verbal and Written Communication.
- Microsoft Word and Microsoft Excel.
- Salesforce
- Financial modeling
- Financial Analysis
Timeline
Senior Advisor Consultant
Performance Trust Asset Management, LLC
2022.07 - Current
Registered Associate
Morgan Stanley
2020.09 - 2022.07
Account Executive
Darwill, Inc
2018.10 - 2020.04
Paralegal
Real Law Group
2016.11 - 2018.10
Series 7 & Series 63 -
Finra
Bachelor of Science -
Calvin College
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