Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tim Bosman

Cary,NC

Summary

Hardworking representative that brings experienced ability in multiple fields. Equipped to handle fast-paced workloads with continuous flow of orders and assignments. Meticulous in completing assignments while staying organized and efficient. Always ready and happy to help team members or clients.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Medical Device Sales Territory Manager

Zynex Medical
03.2023 - Current
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Worked closely with many types of clinics and doctors including podiatry, orthopedics, pain management, physical & occupational therapy, neurology
  • Solely managed a large territory and met with providers on a daily basis through meetings, email, and in-service demonstrations
  • Managed a continuous flow of new accounts and patients while retaining the current business
  • Educate and train prescribers and patients on the benefits and effectiveness of Zynex Medical products and services

Project Finance Analyst

Strata Clean Energy
07.2022 - 03.2023
  • Assist in raising investment capital necessary for the expansion of the portfolio by assisting with deal structuring, deal execution, and strategic asset management
  • Prepare and manage data rooms and project documentation with interface across internal and external parties along with coordinating engagements with consultants, including engineers, appraisers and potential investors
  • Assist in building and updating financial models to evaluate asset returns that are used for distribution to lenders, investors, management and other deal related parties
  • Analyze historical financial data, including asset performance and overall returns

Workplace Planning Consultant

Fidelity Investments
06.2021 - 05.2022
  • Provide 401(k) plan participants with retirement planning and investment advice in addition to educating participants on a broad range of plan benefits
  • Building rapport with Fidelity clients through profiling and utilizing consultative skills with client interactions
  • Set up targeted appointments with local branch consultants to address client needs related to products and services

Finance Intern

GreerWalker Wealth Management
04.2020 - 08.2020
  • Assist experts in important decision-making processes for the financial needs of clients
  • Helped clients plan for both short- and long-term financial goals with the assistance of experts

Server

Eddie's On Lake Norman
04.2016 - 08.2020
  • Enhanced customer satisfaction by promptly attending to their needs and providing personalized service
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions

Education

Bachelor of Science - Finance

North Carolina State University
Raleigh, NC
05.2021

Skills

  • Persuasive communication with customers/clients
  • Territory management and efficiency
  • Relationship building, customer relations, & customer retention
  • Innate problem-solver and strong analytical skills with attention to details and accuracy regardless of assignment
  • Excellent verbal, written and visual communication skills including presenting in front of management
  • Ability to work under pressure in any environment whether alone or with a team
  • Able to handle numerous tasks at once while staying organized and focused

Certification

  • Series 7 - General Securities Professional License (FINRA)
  • Series 66 - State Investment Advisor Representative License (FINRA/NASAA)



Timeline

Medical Device Sales Territory Manager

Zynex Medical
03.2023 - Current

Project Finance Analyst

Strata Clean Energy
07.2022 - 03.2023

Workplace Planning Consultant

Fidelity Investments
06.2021 - 05.2022

Finance Intern

GreerWalker Wealth Management
04.2020 - 08.2020

Server

Eddie's On Lake Norman
04.2016 - 08.2020

Bachelor of Science - Finance

North Carolina State University
  • Series 7 - General Securities Professional License (FINRA)
  • Series 66 - State Investment Advisor Representative License (FINRA/NASAA)



Tim Bosman