WHITNEY HOLLAND
Holiday,FL
Summary
Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
Overview
15
15
years of professional experience
1
1
Certification
Work History
ACCOUNT DIRECTOR
AwayTeam Travel/Sports Facilities Companies
09.2022 - Current
- Negotiated, prepared, and signed contracts with clients.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Motivated team members to meet and exceed sales targets.
- Applied business and marketing knowledge to develop briefs and pitches for customer projects.
- Exceeded sales goals with 102% year-over-year growth by cultivating existing relationships and securing new relationships.
FINANCIAL ADVISOR ASSISTANT
Raymond James & Associates
09.2021 - 09.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Answered high volume of 60 phone calls per day and over 100 email inquiries.
FINANCIAL SPECIALIST
SimplePath Retirement, LLC.
05.2021 - 07.2021
- Identified and shared potential opportunities to grow client assets with financial advisor.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed and maintained strong relationships with clients to maximize satisfaction.
CLIENT RELATIONSHIP MANAGER
Heartfire Wealth
07.2019 - 05.2021
- Established and deepened existing client relationships through complex financial planning.
- Studied financial documents to identify potential areas needing improvement.
- Facilitated new client onboarding process and investment account setup.
- Organized and coordinated conferences and monthly meetings.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Produced and implemented customer satisfaction guarantee program which directly resulted in 90% increase in customer service surveys.
FINANCIAL RELATIONSHIP MANAGER
Regions Bank
01.2017 - 05.2019
- Conducted comprehensive financial reviews, improving client outcomes.
- Coordinated client communications and events, fostering engagement.
- Submitted loan applications to underwriter for verification and recommendation.
- Cross-sold bank products and services to meet customer needs and provide options.
- Consistently exceeded quarterly sales goals on average of 25% by cultivating a strong network of professional contacts and referrals.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
GENERAL MANAGER
Five Guys
07.2014 - 08.2016
- Oversaw restaurant operations, boosting efficiency and service quality
- Maintained compliance with company policies and procedures for food safety, sanitation, and quality.
- Managed staffing and training, cultivating a skilled and motivated team
- Controlled labor hours and inventory costs through hands-on management and proactive changes.
- Drove 45% year-over-year business growth while leading operations, strategic vision, and long-range planning.
TELLER III
Xenith Bank
05.2013 - 07.2014
- Handled financial transactions, improving accuracy and efficiency significantly
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Delivered top-tier customer service, enhancing client satisfaction and retention
- Supported training initiatives, boosting team competency and performance
STORE MANAGER
Subway
04.2010 - 05.2013
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed staffing and training, enhancing team productivity
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maintained compliance with company policies and procedures for food safety, sanitation, and quality.
- Completed point of sale opening and closing procedures.
Education
BUSINESS ADMINISTRATION & MANAGEMENT DEGREE -
St. Petersburg College
Clearwater, FL12.2023
Skills
- Account Relationship Management
- Business Development
- Strategic Planning
- Sales Forecasting
- Revenue Growth
- Team Leadership
- Customer Service
- Operations Management
- Inventory management
- Financial Management
- Training
Certification
- Travel Agency Certification, IATA
- Life & Health Insurance License (2-15), Florida Department of Financial Services
- Notary Public Certification, Florida Department of State
Affiliations
- Women in Sports & Entertainment (WISE)
- Phi Theta Kappa
- AMPLIFY - Clearwater Chamber of Commerce
- Clearwater Young Professionals
- Leadership Team
- Volunteer Coordinator
- Dunedin Chamber of Commerce
- Religious Community Services
- Homeless Empowerment Program
Timeline
ACCOUNT DIRECTOR
AwayTeam Travel/Sports Facilities Companies
09.2022 - Current
FINANCIAL ADVISOR ASSISTANT
Raymond James & Associates
09.2021 - 09.2022
FINANCIAL SPECIALIST
SimplePath Retirement, LLC.
05.2021 - 07.2021
CLIENT RELATIONSHIP MANAGER
Heartfire Wealth
07.2019 - 05.2021
FINANCIAL RELATIONSHIP MANAGER
Regions Bank
01.2017 - 05.2019
GENERAL MANAGER
Five Guys
07.2014 - 08.2016
TELLER III
Xenith Bank
05.2013 - 07.2014
STORE MANAGER
Subway
04.2010 - 05.2013
BUSINESS ADMINISTRATION & MANAGEMENT DEGREE -
St. Petersburg College
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