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 stakeholders to create large growth in the upmarket segment. This team was repurposed and integrated into the Account Executive team nationally.

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 Presidents Club, 50% of team to the top level achievement, Chairman Club

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 August 2022

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 privacy regulations and recover from data loss, no matter the cause.Code42 has doubled its enterprise SaaS revenue year-over-year. Our customers include seven of the 10 world’s largest technology companies, 10 of the 20 most valuable brands, and seven of the eight Ivy League colleges and universities.----------------Current Responsibilities Include:- Prospecting, qualifying and capturing leads, primarily by phone, Internet and social media- Networking research to successfully create appointments within your assigned regionConducting high volume prospecting (telemarketing) for qualified leads (between 60 and 100 calls per day)- Building rapport and cultivating relationships with a variety of team members located around the globe- Working internally with the sales management and marketing teams to ensure proper quality and quantity of demonstrations- Conducting needs assessments calls with specific customer accounts as assigned- Creating a steady flow of outbound communications

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 to clients, including integrated audit IT general controls testing for Securities and Exchange Commission (SEC) accelerated filer status financial audit clients, and SOC 1 and SOC 2 engagements. Adam focuses primarily on IT general controls and business processes; he is responsible for performing fieldwork, as well as preparing deliverables for clients to consistently meet or exceed client expectations. In his current role, Adam delivers advice and consultation regarding business process improvements and opportunities to improve compliance with regulatory frameworks.Representative experience:- Participated in assessing the design and effectiveness of general computer controls as they relate to in-scope client applications- Performed American Institute of Certified Public Accountants (AICPA) SOC 1 and 2 engagements- Performed Sarbanes-Oxley (SOX) and FFIEC compliance reviews- Performed IT advisory engagements and assessed Internal Controls Over Financial Reporting (ICFR) for both testing of design and operating effectiveness- Performed Experian Independent 3rd Party Assessment (EI3PA) engagements over multinational information services organizations, following an Experian framework for assessment derived from the Payment Card Industry Data Security Standard version 3.2 (PCI DSS 3.2 framework).- Coordinated and conducted multiple assurance and consultation engagements simultaneously, and delivered findings and recommendations to client personnel in a timely, effective manner- Identified process improvement opportunities resulting in value additions for clients in multiple industries

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 Silicon Valley including Samsung, LG, Google, Nest, SmartThings, Synaptics and others, leading to a partnership with Samsung.-Recognized and inputted hundreds of leads for growing sales pipeline-Completed Stanford’s Design thinking workshop.-Spent three weeks in Nashville accelerator Jumpstart Foundry, learning entrepreneurial skills and meeting with potential partners and investors.

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 for Custom Alarm- Created a job for a long time employee who was being far under utilized

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