Richard Perez
Naples,FL
Summary
Focused and results driven Sales and Account Management professional with deep financial services background. Twenty years of demonstrated success in highly challenging environments. Tenacious in building new business, securing customer loyalty and forging strong relationships with external business partners.
Overview
23
23
years of professional experience
Work History
Account Executive
J.G. Wentworth
10.2023 - 01.2024
Certified Debt Specialist
Beyond Finance
01.2022 - 06.2023
- Consistently achieved sales performance goals by taking a consultative approach with customers to create debt resolution plans based on their current financial position.
- Developed and maintained positive client relationships and coordinated with internal business partners to ensure client onboarding was handled in an efficient and timely manner.
- Consistently on company sales leaderboard for agents generating over $1 million per month in enrolled unsecured debt.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Maintained high volume of calls and consistently met demands of busy and highly productive sales team.
Account Executive, Financial Advisor Partnerships
SmartAsset
02.2019 - 02.2021
- Provide the Investment Advisory and Wealth Management industry with the SmartAdvisor asset gathering platform (SaaS)
- Closed over 100 individual Financial Advisor relationships in 2019 and generated upwards of $900k in ARR (Annualized Recurring Revenue)
- Work strategically with Marketing and Business Development teams from various national, regional and wire-house broker-dealers and RIA firms to assist them in achieving their AUM (Assets Under Management) goals
- Led 20 person sales team in July 2019 with 31 new Advisors signed up to the platform (25 of which were under 12 month agreement)
- Helped launch two successful pilot programs with two of the fastest growing RIA's (Registered Investment Advisors) in the country by working directly with their Compliance, Legal and Regulatory teams.
Business Development Manager, Enterprise Solutions Americas
Infopro Digital
09.2017 - 11.2018
- Responsible for enterprise subscription relationships in North America for the complete InfoPro Digital suite of brands including WatersTechnology, FXWeek, and Risk.net.
- Business coverage of approximately 150 customers totaling $2.6 Million in annual revenues. Including blue chip financial services companies such as Morgan Stanley, Bloomberg, Citadel, BNY Mellon, Fidelity, AQR Capital, BlackRock, and Wells Fargo to name a few.
- Leveraged established relationships and network to identify prospects and develop new business across capital markets and financial services sectors exceeding new business quota by over 60%.
- Traveled with both editorial and events teams across North America to company sponsored events meeting with industry professionals from both front and middle office of financial services organizations.
Senior Business Development Manager
Agera Energy LLC
10.2014 - 05.2017
- Assisted Commercial & Industrial end users with their energy management and procurement strategies, by helping them manage their energy costs and consumption for single or multiple locations
- Responsible for all aspects of sales prospecting, including: research, competitive analysis, lead generation, networking, proposal writing, presentations, site visits, managing channel partnerships, and deal closings for commercial and industrial (C&I) electricity and natural gas deals
- Participate in various trade shows and networking events specific to target marketplace
- Developed and managed new and existing agents into Agera Energy’s channel partner program
Regional Sales Director
Sterling Infosystems Inc.
08.2013 - 09.2014
- As a member of SMB team, I specifically worked within Financial Services, Education, and Healthcare verticals.
- Worked with HR stakeholders to reduce both their background screening program's total cost of ownership and administrative burden while increasing the level of risk to mitigate by utilizing Sterling's SaaS platforms, CourtDirect and ArrestDirect.
- Ensured that all escalated customer service problems, client product issues and technical requirements were all quickly handled and resolved
- Visited customer locations to provide full in depth demonstrations to all program users. Provided additional training to new users by conducting webinars to demonstrate software capabilities
VP Investments
National Securities Corporation
06.2004 - 01.2013
- Developed and cultivated relationships with super high net worth C-level executives based primarily based in the US and UK.
- Member of "Presidents Club" in 2007 generating approximately $600K in gross commissions. "Asset Gatherer of the Year" in 2006 - raising approximately $12 Million for various alternative investments in the Real Estate and Healthcare sectors.
- Executed agency and principle transactions on clients behalf that were aligned with individual objectives, firms trading policies and FINRA compliance. Optimized D&B, Capital IQ, and Zoominfo's premium platform personally generating all leads and prospects
Senior Financial Consultant
National Securities Corporation
06.2001 - 06.2004
- Established approximately 100 new accounts in a little over a year through successful client and prospect development.
- Managed a $20,000,000 book of business and recognized as a top producing rep in 2003 with over $700K in gross commissions.
- Contributed significantly to helping grow revenues in the early stage development of branch office.
- Specialized primarily in the areas of Energy and Healthcare - specifically the E&P sector, MLP’s and late developmental stage drug companies.
Education
Finance and Accounting
Baruch College - CUNY
New York, NYTimeline
Account Executive
J.G. Wentworth
10.2023 - 01.2024
Certified Debt Specialist
Beyond Finance
01.2022 - 06.2023
Account Executive, Financial Advisor Partnerships
SmartAsset
02.2019 - 02.2021
Business Development Manager, Enterprise Solutions Americas
Infopro Digital
09.2017 - 11.2018
Senior Business Development Manager
Agera Energy LLC
10.2014 - 05.2017
Regional Sales Director
Sterling Infosystems Inc.
08.2013 - 09.2014
VP Investments
National Securities Corporation
06.2004 - 01.2013
Senior Financial Consultant
National Securities Corporation
06.2001 - 06.2004
Finance and Accounting
Baruch College - CUNY
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