Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Travis Carpenter

Boise,ID

Summary

Strategic leader offering skills in Sales and Management. Innovative and enthusiastic Managing Director striving to create successes for organizations while building lasting relationships. Knowledgeable Leader with over 7 years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Executive Managing Director

American Income Life
Boise, ID
10.2019 - Current
  • Managed a staff of 10 employees, including recruitment, performance reviews, coaching, and disciplinary action.
  • Negotiated contracts with vendors, suppliers, customers, and other partners.
  • Implemented best practices in quality control processes across all departments.
  • Developed and implemented business strategies to maximize customer satisfaction and revenue growth.
  • Negotiated contracts with clients, ensuring terms were mutually beneficial.
  • Generated new sales leads through cold calling and networking activities.
  • Organized client visits, presentations, product demonstrations and trade shows.
  • Negotiated pricing contracts with customers to maximize profits.

Financial Planning Analyst

Pacific Advisors
Roseville, CA
01.2018 - 10.2019
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Provided advice on tax-advantaged investment opportunities.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Education

High School Diploma -

Bear River High School
Grass Valley, CA
10-2018

Some College (No Degree) - Business Administration And Management

Sierra College
Rocklin, CA

Skills

  • Competitive Analysis
  • Strategic Partnerships
  • Mergers and Acquisitions
  • Revenue Generation
  • Human Resources Management
  • Sales Leadership
  • Team Collaboration
  • Contract Management

Certification

  • Life, Accident and health

References

References available upon request.

Timeline

Executive Managing Director

American Income Life
10.2019 - Current

Financial Planning Analyst

Pacific Advisors
01.2018 - 10.2019

High School Diploma -

Bear River High School

Some College (No Degree) - Business Administration And Management

Sierra College

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Travis Carpenter