ROBERT Breslin
Bristol,RI
Summary
Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management, stakeholder relations and project management (Scrum Master designee). Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
25
25
years of professional experience
Work History
Founder/CEO
Breslin Efficiency Partners
Pawtucket, RI
01.2018 - Current
- Recruits and negotiates partnerships with key industry professionals and organizations
- Developed key operational initiatives to drive and maintain substantial business growth.
- Created organization's mission and vision statements for use by employees.
- Drives public relations and marketing efforts for both commercial and industrial services programs
- Establish and maintains strong client relationships
- Cultivated forward-thinking, inclusive and performance-oriented business culture to lead industry in innovation and push progress.
Director of National Sales
Powertrak Efficiency Systems
Bristol, RI
01.2014 - 01.2018
- Specializing in new business development and major market expansion including New England, Mid-Atlantic, Texas, and California
- Developed and implemented effective sales strategies and led nationwide sales team members to achieve sales targets.
- Negotiated and closed agreements with large customers and monitored and analyzed performance metrics.
- Communicate a clear, strategic sales vision, effectively training and coaching both veteran and junior sales team members on the three tiers of our service offering
- Direct and manage all aspects of the sales process, including auditor relationships, sales management, and operations
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Financial Advisor
Merrill Lynch
Boston, MA
01.2010 - 01.2012
- Consulted with clients to determine financial needs and goals to help develop a personalized and detailed financial plan designed for growth
- Continuously networked with prospects and professional organizations
- Offered detailed, research-based recommendations on strategies and products to meet client's needs
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Investment Consultant
NATIXIS Global Associates
Boston, MA
01.2005 - 01.2010
- Built new relationships and managed existing ones within the sales territory to increase revenues
- Planned and strategically managed deployment of resources to maximize sales
- Developed sales and marketing initiatives that consistently exceeded sales goals for eight consecutive quarters
- Recreated territory management system, increasing sales by 20% in two years
- Sales in 2008 exceeded $750MM
- Expert in equities, fixed income, SMA's, and alternative investments
Internal Wholesaler
Pioneer Investments
Boston, MA
01.2003 - 01.2005
- Responsible for the sale of mutual funds, separately managed accounts, and annuities in the DC, Virginia, Maryland, and Delaware markets
- Identified and fostered leads generated through ad campaigns, and territory canvassing, working in conjunction with the external wholesaler
- Involved with sales and marketing support functions to ensure successful product sales
- Consulted with clients after sales or contract signings to resolve problems and provide ongoing support.
Financial Advisor
UBS
Providence, RI
01.2001 - 01.2003
- Developed and created strategic partnerships with other financial advisors, CPA's and Estate Planning lawyers
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Implemented and developed a marketing and sales strategy which included private seminars, civic involvement, cold-calling, and direct mail programs
- Established new business development opportunities through a personal network, business relationships, and word-of-mouth references
Founder and CEO
SailFirst.com, Inc
Boston, MA
01.1998 - 01.2001
- Founded SailFirst.com, a dual portal, Internet-based company specializing in retail sales of sailing and power-boating parts, services, accessories, and advice online
- Researched, created, and presented business plans, financial projections, and investment proposals used in a campaign to raise startup capital, successfully raising over $800,000 in first round funding
- Managed and led a team of seven professionals specializing in sales, customer service, marketing, finance, and operations
- Built an e-commerce business and fulfillment process including infrastructure, distribution system, customer service, and public relations
Education
Bachelor of Arts - History
St. Mary's College of Maryland
St. Marys City, MD05.1991
Master of Arts - History
Washington College
Chestertown, MD05.1998
Skills
- Revenue Generation
- Contract Negotiation
- Talent Acquisition
- Project Management
- Business Planning
- Team Leadership
- Strategic Vision
- SCRUM Master Designee
Interests and Background
A former professional sailor with interests in current events, playing ice hockey, and coaching. I have represented Rhode Island in the "Senior Olympic Games" in table tennis, and also enjoy pickleball. I work best in a collaborative environment where my easy going personality, well honed sense of humor (I am the only boy sandwiched between four girls) and strong work ethic brings out the best performance of my colleagues.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Founder/CEO
Breslin Efficiency Partners
01.2018 - Current
Director of National Sales
Powertrak Efficiency Systems
01.2014 - 01.2018
Financial Advisor
Merrill Lynch
01.2010 - 01.2012
Investment Consultant
NATIXIS Global Associates
01.2005 - 01.2010
Internal Wholesaler
Pioneer Investments
01.2003 - 01.2005
Financial Advisor
UBS
01.2001 - 01.2003
Founder and CEO
SailFirst.com, Inc
01.1998 - 01.2001
Bachelor of Arts - History
St. Mary's College of Maryland
Master of Arts - History
Washington College