Scott Reed
Business Development & Sales Executive
Mesa,AZ
Summary
Self-motivated Business Development & Sales Executive successful in finding, growing, & maintaining business relationships that drive significant top line revenue. 20+ years experience in C-Suite sales & business development. Experienced in leading and supervising operational and sales teams. Dedicated and personable with extensive experience in high value relationship management.
Overview
25
25
years of professional experience
Work History
Owner
The Reed Group
01.2021 - Current
- Managed multiple family owned businesses including luxury auto rental, trucking & logistics, & local transportation.
- Drove revenue in the high six figures.
- Developed and maintained relationships with customers and suppliers.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
- Managed a self-owned fleet of luxury vehicles and a fleet of over the road tractor-trailers.
Managing Director
First Financial Equity Corporation
04.2020 - 12.2020
- Moved practice to independent platform to regain full independence & provide best solutions for clients needs.
- Managed & built an investment advisor practice as an independent financial advisor with my legacy clients while building & expanding with new clients & businesses.
- Managed up to $110mm in assets
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals, families, & businesses build and execute wealth management strategies based on unique goals and objectives.
- Expanded customer base through community outreach and strategic business partnerships.
Senior Vice President
Wells Fargo Advisors
04.2016 - 04.2020
- Moved practice to WFA to enhance offerings available to clients & to attract more clients.
- Grew & managed book of business to over $110mm in assets.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Senior Vice President Financial Advisor
Ashton Thomas Private Wealth
07.2010 - 04.2016
- Grew book of business as an independent financial advisor from $0.00 to over $65mm in assets and over $650k in annual revenue.
- Built relationships with successful athletes, business owners, C-suite executives, & wealthy retirees.
- 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.
Vice President Senior Account Executive
Fidelity Investments
04.2008 - 07.2010
- Grew Book of business from $180mm to over $850mm and over 500 clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Vice President Regional Director
Fidelity Investments
04.2007 - 04.2008
- Provided financial planning & retirement readiness workshops all over the country for large groups of employees at major Fortune 50 companies.
- Expert presenter & public speaker. Spoke on stages for groups from 10-500+. Providing expertise & guidance on retirement planning, social security, Medicare, investment diversification & allocation, net unrealized appreciation, & other financial related topics.
- Clients included Boeing, Microsoft, Intel, Raytheon, Delta, and others.
Vice President Regional Consultant
Fidelity Investments
04.2005 - 04.2007
- Responsible for inside & outside growth of rollover sales from institutional to retail business through local & regional collaboration with key stakeholders at major companies in the region.
- Drove 401k plan sales through partnership with the 401k sales group & drove rollovers to the branches through partnership with companies throughout the region to provide education to employees on retirement investment planning. Both on-site & by phone.
- Attended client meetings, promoting company brand and building rapport with prospects and partners.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
Vice President Regional Consultant
Fidelity Investments
11.2003 - 04.2005
Senior Manager Retirement Investment Services
Fidelity Investments
01.2001 - 11.2003
- Managed a team of Retirement Investment Services rollover experts responsible for over $2billion in annual rollover sales. All securities licensed reps. Managed multiple, large-scale projects across 10 sites.
- Led & created a division-wide sales training program for increased effectiveness in sales by reps on phones. Presented the training with my team across all company sites in 4 states.
- Managed team of Number and budget of $Number and oversaw all multi-regional sales plans.
- Evaluated hiring, firing and promotions requests.
Director Service & Trading
TD Ameritrade
11.1997 - 11.2000
- Director of Service & Trading. Fort Worth/Westlake, TX
- Senior Representative Service & wire team. Omaha, NE.
- Customer Service Representative. Omaha, NE.
Education
Bachelor Of Arts - Political Science
Brigham Young University
Provo, UTSkills
- Sales Leadership
- Staff Training
- Verbal and Written Communication
- Customer Relations
- Sales Expertise
- Strategic Partnership
- Goals and Performance
- Enterprise Sales
- Client Consultations
- Consultative Sales Techniques
- Business Development and Planning
- Fortune 500 Partner Experience
- Lead Pipeline Development
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Owner
The Reed Group
01.2021 - Current
Managing Director
First Financial Equity Corporation
04.2020 - 12.2020
Senior Vice President
Wells Fargo Advisors
04.2016 - 04.2020
Senior Vice President Financial Advisor
Ashton Thomas Private Wealth
07.2010 - 04.2016
Vice President Senior Account Executive
Fidelity Investments
04.2008 - 07.2010
Vice President Regional Director
Fidelity Investments
04.2007 - 04.2008
Vice President Regional Consultant
Fidelity Investments
04.2005 - 04.2007
Vice President Regional Consultant
Fidelity Investments
11.2003 - 04.2005
Senior Manager Retirement Investment Services
Fidelity Investments
01.2001 - 11.2003
Director Service & Trading
TD Ameritrade
11.1997 - 11.2000
Bachelor Of Arts - Political Science
Brigham Young University
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