TERRANCE DENT
Aurora,CO
Summary
Driven Business Development Executive with career history in multi-state distributed businesses and proven skill in hiring, developing and retaining high-performance teams. Motivating leader with strengths in building strategic relationships to support key business initiatives. Highly skilled in change management, management transition, and merger integration. Offering excellent interpersonal and communication skills and experience managing matrixed organizations.
Overview
11
11
years of professional experience
3
3
Certification
Work History
Financial Advisor
Northwestern Mutual
Denver, CO
06.2023 - Current
- Cultivate and strengthen relationships with new clients and educated clients on account services and capabilities.
- Work with clients to support understanding of rationale and details of financial strategies.
- Assist clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Help individuals, families and businesses build and execute wealth management strategies based on unique goals and objectives.
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Perform client research and identified opportunities for account growth, account penetration and market expansion.
- Exceed sales quotas and increased profitability through effective sales strategy and business planning.
- Develop compelling presentation decks to gain approval for ideas and communicate results.
Financial Advisor
Morgan Stanley
Colorado Springs, CO
11.2021 - 05.2023
- Direct the long-term strategic financial planning process for individuals, families and businesses to achieve financial goals
- Work closely with key business partners in order deliver the entire firm to prospective and current clients
- Expert in financial planning, analysis, and financial education
- Managed million dollar portfolios, built strong relationships with clients to help them achieve portfolio growth
- Act as a primary point of contact for clients and their professional teams
- Stay up to date with current economic and market conditions to best serve client needs
- Expert in behavioral finance with a keen ability to understand and relate to clients.
- Leveraged CRM database to manage customer data, log calls and other activities and generate reporting to deliver actionable insights and develop sales pipeline
- Sourced and pre-qualified leads and identified new business opportunities by dialing 100 daily outbound calls to build partnerships and achieve sales quota
Operations Manager
Pacific Dental Services
Lone Tree, CO
03.2020 - 11.2021
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel
- Coordinated special projects and managed schedules
- Evaluated employee records and productivity and submitted evaluation reports
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
- Updated reports, managed accounts, and generated reports for company database
- Established relationships with key decision-makers within customer's organization to promote growth and retention
- Generated new business with marketing initiatives and strategic plans
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
- Increased revenue by 18% by spearheading optimization of sales processes and strategies
Distribution Center Supervisor
TJX Companies
Cheyenne, WY
01.2019 - 03.2020
- Provided the leadership needed to ensure that volume and productivity-related goals are met or always exceeded
- Performed in-depth analysis to make staffing adjustments to match the workflow of the business, ensure adherence to proper work methods, seeking consistent improvement, and set, maintain, and continuously improve performance plans
- Proactively developed leads and staff to drive increases in both individual and team performance while fostering a collaborative environment that promotes professional growth
- Maintained open lines of communication and professional relationships with peers, the team, and senior managers to forward the objectives of the organization
- Worked in collaboration across all departments to implement solutions to outstanding issues and to mediate conflict resolution
- Led the team in physical audits of inventory in addition to serving as part of a Just-Do-IT process improvement team for the receiving department.
Preload Operations Supervisor
UPS
Cheyenne, WY
09.2018 - 02.2019
- Responsible for the set-up and breakdown of operations during the morning preload shift, working to maintain a safe, productive working environment
- Collected and analyzed performance data from the previous day and project staffing and production for the current day to ensure operational effectiveness optimization and proper staffing in a cost-efficient manner
- Analyzed location data input into the route planning system, recommending and providing corrections as needed and worked to maintain a steady flow control within the warehouse
- Utilized a variety of computer applications to view summary reports and UPS-related data
Financial Services Manager
Western Vista Federal Credit Union
Cheyenne, WY
11.2017 - 08.2018
- Managed all aspects of branch while being recognized as business relationship specialist, leading in terms of branch marketing, new and current business relationships, and B2B sales
- Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Branch Manager
US Bank
Denver, CO And Cheyenne, WY
10.2012 - 09.2017
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set
- Completed filings and upheld strict compliance with regulatory agencies and supervisors
- Identified partnership opportunities and established favorable business connections
- Compiled database of loan applicants' credit histories, financial statements and other financial information
- Prepared internal and regulatory financial reports, balance sheets and income statements
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
- Established and maintained highly effective relationships with clients and industry partners to drive growth
- Negotiated client contracts and agreements to cultivate profitable business transactions
- Exceeded quarterly, monthly and yearly revenue growth targets by 8%
Education
Bachelor of Science - Business Administration And Management
University of Wyoming
Laramie, WY12.2020
Associate of Arts - Secondary Education
Laramie County Community College
Cheyenne, WY05.2011
Skills
- Business Development
- Relationship building and management
- Financial planning
- Financial services
- Loans
- Investment advice
- Retirement planning
- Tax law expertise
Certification
- FINRA Licensed: Series 7,66
- Life, Health, LTC Licensed
- Lean Six Sigma Yellow Belt Certified
Timeline
Financial Advisor
Northwestern Mutual
06.2023 - Current
Financial Advisor
Morgan Stanley
11.2021 - 05.2023
Operations Manager
Pacific Dental Services
03.2020 - 11.2021
Distribution Center Supervisor
TJX Companies
01.2019 - 03.2020
Preload Operations Supervisor
UPS
09.2018 - 02.2019
Financial Services Manager
Western Vista Federal Credit Union
11.2017 - 08.2018
Branch Manager
US Bank
10.2012 - 09.2017
Bachelor of Science - Business Administration And Management
University of Wyoming
Associate of Arts - Secondary Education
Laramie County Community College