Summary
Overview
Work History
Education
Skills
Timeline
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Zachary Wood

Ormond Beach,FL

Summary

Results-driven sales associate with a proven track record in client relations and effective negotiation. Demonstrated success in building marketing funnels and engaging investors to drive private equity fundraising.

Overview

23
23
years of professional experience

Work History

Sales Associate Specialist

CMREI
Orlando, FL
02.2010 - Current

Independent contractor working both Telesales and Live event sales on Real estate eduction, Private equity capital raising, Asset protection, Marketing and database managment.

Client Relations Manger

Storage Units Capital Partners
Orlando, FL
01.2022 - 01.2026

Helped build live event and online marketing funnels to help raise private equity for group up development projects in the self storage commerical real estate sector.

Worked live events by giving presentations via Zoom and live face to face tours of current facilities to help prospective investors make decisions on potentially investing into Self Storage Facilities.

Handled all follow up activities such as phone calls, emails, documents and overall satisfaction to investors.

Private Equity Manager Client Relations

Tuscan Gardens Senior Living
Orlando, FL
04.2015 - 01.2022

Responsible for creating handling live event promotion events to help raise private equity for multi million dollar Senior housing developments. Worked with accredited investors on benefits of investing into commerical real estate explaining who the principal group was, experience, returns, compliance and day to day follow up with investors. Helped with the completion of 3 large scale development projects around Florida.

Worked on setting up online marketing and database management for events live and online. Gave presentations to prospective investors and did all follow up.

Outside Sales Representative

Wealthrock Group
Orlando, FL
06.2011 - 02.2013
  • Developed and maintained relationships with key clients to drive sales growth.
  • Conducted market research to identify new business opportunities and trends.
  • Delivered persuasive sales presentations tailored to client needs and objectives.
  • Collaborated with marketing team to create targeted promotional materials and campaigns.
  • Traveled to major cities nationwide, conducting events in large crowds selling investment education.

Enrollment Counselor

Dynetech
Orlando, FL
08.2003 - 02.2010
  • Guided prospective students through enrollment process, addressing inquiries and providing detailed program information.
  • This was primarily a Sales position commission only selling products such as investment software and real estate education
  • Numerous sales awards and achievements
  • Mostly telesales with some live event sales near the end of tenure

Education

Bachelor of Science - Economics

Florida State University
Tallahassee, FL
04.2003

Skills

  • Effective negotiation
  • Money handling
  • Store opening and closing
  • Customer assistance
  • Client relations
  • Sales
  • Problem-solving
  • Phone etiquette
  • POS system operations
  • Time management
  • Order processing
  • Upselling strategies
  • Interpersonal and written communication

Timeline

Client Relations Manger

Storage Units Capital Partners
01.2022 - 01.2026

Private Equity Manager Client Relations

Tuscan Gardens Senior Living
04.2015 - 01.2022

Outside Sales Representative

Wealthrock Group
06.2011 - 02.2013

Sales Associate Specialist

CMREI
02.2010 - Current

Enrollment Counselor

Dynetech
08.2003 - 02.2010

Bachelor of Science - Economics

Florida State University
Zachary Wood