Adam Wade Email & Phone Number

Denver, CO, US

San Francisco, California, US

I lead and manage a team of Account Executives to bring 401(k) and 403(b)'s to Northern California, Washington, Oregon, Montana, Utah, Idaho, Wyoming, Nevada, and Alaska.In my first month leading this team (June 2024), we generated the 2nd most revenue nationally.

San Francisco, California, US

I led the Mid-market sales team at Human Interest. We showed strong growth on a month to month basis, growing this team by over 400% by bookings revenue. Led and built out this up market national segment, the first of its kind at Human Interest and responsible for 25% of company revenue. Collaborated with AVPs, Regional Directors, and many other.

San Francisco, California, US

I lead and manage a team of Account Executives to bring 401(k) and 403(b)'s to Southern California, Colorado, Utah, Arizona, New Mexico, and Southern Nevada. Responsible for the largest percentage of Human Interest's annual revenue vs any Director, nationally.Top 3 region nationally for overall bookings attainment percentage.87% of team made 2023.

San Francisco, California, US

-Coaches, manages and hires team of 13 Account Executives, Partner Account Managers, and Implementation managers. -Responsible for all revenue for Illinois, Indiana, Michigan, Wisconsin, Minnesota, North/South Dakota, Iowa, and Missouri -Top region nationally by bookings attainment percentage for Jan-Feb 2022. -Top region nationally in overall bookings.

San Francisco, California, US

-Top all-time Account Executive in company history measured by total bookings and number of plans sold. -Managed full sales cycle to provide businesses new and takeover 401(k) and 403(b) plans.

San Francisco, CA, US

Minneapolis, MN, US

Top Performer 2018, 2017

Minneapolis, MN, US

Enterprise Representative for Code42 in the California/SW region.Top Performer 2017Code42 is a global enterprise SaaS provider of endpoint data protection and security to more than 50,000 organizations, including the most recognized brands in business and education. Our highly secure cloud solutions enable IT and security teams to limit risk, meet data.

Chicago, Illinois, US

Adam Wade provides information technology (IT) controls review services as well as Service Organization Control (SOC) services to middle market and Fortune 500 clients in a variety of industries, including manufacturing, consumer products, health care organizations, financial services and financial institutions. He has provided various assurance services.

Minneapolis, MN, US

-Managed service and feedback throughout pilot program with Ohio Masonic Homes-Lead weekly meetings with executives from Ohio Masonic Homes to communicate and review pilot program learning objectives and milestones. -Collaborated with engineering, sales, and leadership team to create vision throughout product pivot.Met with and pitched to executives in.

Minneapolis, MN, US

- Created a promotional/informational presentation for distribution to clients.- Worked through multiple iterations of the presentation in order to provide the highest quality product for Beyond Boardroom Doors. - Made changes to the presentation based off specific feedback from CEO of BBD, Joy.

Rochester, MN, US

- Created marketing materials including copy writing, advertising brochures, and magazine advertisements- Assisted in five in home sales calls, which all resulted in sales of home security systems- Consulted with upper management regarding vision and direction of the company - Met with incoming vendors for web design companies and analyzed which was best.

Minneapolis And St. Paul, Minnesota, US

- Consulted with customers to help them reach their personal fitness goals- Upheld weight room policies and rules- Cleaned and maintained equipment- Provided outstanding customer service and was responsible for helping with any health emergencies

B.S. Marketing, Minor In Management, Carlson School Of Management

Bachelor Of Commerce (B.Com.), Entrepreneurial And Small Business Operations