Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Timeline
Generic
Ziv Ohel

Ziv Ohel

Las Vegas,NV

Summary

  • Experienced Senior Sales Manager in US, Senior Account Executive Team Lead, Managing Director, and Senior Vice President with a demonstrated history of working in a variety of industries. Skilled in Management, Sales, Time Management, Leadership, and Efficiency. Clients and prospects in the top 50 markets in US with small, mid, and large businesses. Strong sales professional with a Bachelor of Arts - BA focused in Economics and Finance from University of Maryland. NLP practitioner certified, CIMA, NFLPA, and Million Dollar Roundtable. My responsibilities have included direct sales to small, mid, and large business, training, development of team members and executives, writing marketing plans, team leadership, marketing and education for clients and prospects, conducted daily and weekly team meetings, advanced financial analysis, and making practice acquisitions. I have experience with data protection, Enterprise IT & Security, Cloud, Product Development, Custom Software Development, advanced threats, Network & Security, Microsoft Solutions and High Performance Computing, SD-WAN, cyber security, Personal Branding, SAAS, Outsourcing Software and Hardware, Offshore Development, and SASE. I’m the SD-WAN Leader for prospects, clients, and all sales teams. My contacts are in the top 50 metropolitans in the US with C-Suite executives, heads of IT, and decision makers.

Overview

29
29
years of professional experience

Work History

Senior Sales Manager & Team Lead in US

Kalpita Technologies
Las Vegas, NV
01.2023 - Current

Account Executive

Wiline Networks
Las Vegas, NV
01.2022 - Current
  • Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
  • Prospected new clientele through networking, cold calling, and referrals.
  • Drove new business development through qualifying leads, building relationships and executing strategic sales.
  • Strengthened customer relationships with proactive and collaborative approach to managing needs.
  • Created and executed account strategies to present services to key decision makers.
  • Modeled exceptional customer service and mentored associates on direct link between revenue growth and customer loyalty.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Assisted with new hire processing and existing training programs.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Developed and led sales training initiatives for employees and teams across organization.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.

Account Executive

ADT
Las Vegas, NV
10.2018 - 09.2021
  • Built and strengthened relationships with new accounts to drive revenue growth.
  • Generated over 400 new accounts.
  • Brought in over $750,000 of revenue for the company
  • Attended numerous Zoom networking events (Covid 19 time period) to increase my presence in the community.
  • After buy, worked with client to ensure the onboarding process was easy and up to their expectations.
  • Developed strong cooperative relationships with coworkers and managers.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Introduced new methods, practices and systems to reduce turnaround time.

Office Manager

Illinois Dental Center
Buffalo Grove, IL
11.2016 - 07.2018
  • Directed and coordinated activities and policies to promote products and services.
  • Analyzed business developments and monitored market trends.
  • Analyzed third-party data and investigated new growth opportunities.
  • Developed pricing strategies while balancing firm objectives with customer satisfaction maximization.
  • Identified value propositions and key messages for all of the company's .
  • Applied sales forecasting techniques and strategic planning to verify sales and profitability of products, lines and services.
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal .

Managing Director

Ziv Ohel - Ameriprise Financial Services, Inc.
Deerfield, Illinois, United States
11.2012 - 10.2016
  • Created new revenue streams through referrals and education via client onsite  seminars and workshops.  Managed $200 million of clients assets.
  • Exceeded company objectives with production in the top 20 in the firm.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Worked directly with clientsto help them achieve their goals and objectives.
  • Trained, coached and mentored staff and other advisors to ensure growth and help with achieving their goals.
  • Partnered successfully with clients to produce referrals.
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
  • Answered client's questions about the purposes and details of financial plans and strategies.

Senior Vice President

Morgan Stanley Smith Barney
Deerfield, Illinois
11.1999 - 11.2012
  • Managed capital funding requests of up to $160 million of client assets.
  • Exceeded company objectives with client revenue in the top 10% of the firm.
  • Created new revenue streams through cross products.
  • Partnered successfully with clients to produce new clients.
  • Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • Sold financial products including stocks, bonds and mutual funds.

Education

Bachelor of Arts - Finance and Economics

University of Maryland

Skills

  • Process of receiving Certified ScrumMaster (CSM)
  • Conducted Daily and Weekly Team Meetings
  • Customer Relations Specialist
  • Budgeting and Financial Management
  • Advanced Financial Analysis
  • Team Leadership
  • Excel, Word, Powerpoint
  • Marketing and Education for clients and advisors
  • Time Management

Accomplishments

  • Non-Profit that helps about 4,000 foster kids in Las Vegas/Clark County
  • In process of receiving Certified ScrumMaster (CSM)
  • NFLPA Advisor
  • CIMA Certified
  • INLP Certified
  • Achieved Million Dollar Roundtable and Top of the Table status, which puts me in the top 2% in the world in revenue.
  • Developed new marketing strategy which increased customer base and revenue.
  • Implemented marketing strategy events to educate current and potential clients.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Senior Sales Manager & Team Lead in US

Kalpita Technologies
01.2023 - Current

Account Executive

Wiline Networks
01.2022 - Current

Account Executive

ADT
10.2018 - 09.2021

Office Manager

Illinois Dental Center
11.2016 - 07.2018

Managing Director

Ziv Ohel - Ameriprise Financial Services, Inc.
11.2012 - 10.2016

Senior Vice President

Morgan Stanley Smith Barney
11.1999 - 11.2012

Bachelor of Arts - Finance and Economics

University of Maryland

Similar Profiles

CREATE PROFILE
Ziv Ohel