Owen Lynn
Westlake
Summary
Results-oriented Senior Account Executive bringing 10+ years of sales experience strengthening customer relationships and promoting company offerings. Dedicated to exceeding quotas and expectations. Adaptable and motivated by new challenges. Analytics driven approach to sales prioritizing tasks to build a healthy customer pipeline.
Overview
12
12
years of professional experience
Work History
Senior Account Executive
Equity Trust
03.2020 - 06.2024
- Built and cultivated healthy pipeline of customers interested in moving assets to our firm.
- Proficient in leveraging Salesforce to effectively manage leads, track sales activities and data to drive sales growth.
- Proven track record of exceeding sales quotas and setting all time company records I have consistently delivered exceptional results in driving revenue growth.
- Manage 70+ customer calls daily, exceed monthly quotas by substantial margins.
- Set the all time company record for most accounts and most revenue in one calendar year.
Financial Advisor
Merrill A Bank Of America Company
08.2018 - 01.2020
- Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
Startup Founder
Apex Communications LLC
07.2014 - 11.2018
- Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
- Identified business development challenges and customer concerns for proactive resolution.
- Prepared annual budgets with controls to prevent overages.
- Hands on design and development of marketing and presentation strategies focusing on new markets. Identified, coordinated and integrated green energy product sales based on the needs of users and management.
- Actively sold a wide array of green energy products in 21 states direct to customers and through wholesale channels.
Financial Services Representative
TD Ameritrade Holding Corp.
01.2018 - 03.2018
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Executed wire transfers, stop payments and account transfers.
- Communicated opportunities for business improvement to operational leaders.
- Gathered member information and discussed appropriateness of plan and investment opportunities.
Financial Services Representative
Scottrade
08.2017 - 01.2018
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Executed wire transfers, stop payments and account transfers.
- Communicated opportunities for business improvement to operational leaders.
- Gathered member information and discussed appropriateness of plan and investment opportunities.
Sales Representative
T-Mobile US Inc.
02.2014 - 07.2017
- Developed and implemented sales strategies to increase revenue.
- Adapted sales techniques to specific clients and promoted products based on individualized client needs.
- Utilized various sales techniques to develop relationships with customers and drive sales.
Assistant Manager
Verizon Wireless
02.2012 - 01.2014
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Strengthened operational efficiency to remain cost-effective while maintaining quality service.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
Education
Bachelor of Science - Business Administration And Management
Kent State University
Kent, OH05.2016
Skills
- Sales Target Monitoring
- Business Development
- Account Management
- Pipeline Management
- Marketing Strategy Implementation
Affiliations
- Toastmasters
- Cuyahoga County Board of Developmental Disabilities
- Euclid Hunger Center
Timeline
Senior Account Executive
Equity Trust
03.2020 - 06.2024
Financial Advisor
Merrill A Bank Of America Company
08.2018 - 01.2020
Financial Services Representative
TD Ameritrade Holding Corp.
01.2018 - 03.2018
Financial Services Representative
Scottrade
08.2017 - 01.2018
Startup Founder
Apex Communications LLC
07.2014 - 11.2018
Sales Representative
T-Mobile US Inc.
02.2014 - 07.2017
Assistant Manager
Verizon Wireless
02.2012 - 01.2014
Bachelor of Science - Business Administration And Management
Kent State University
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