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As the Director of Business Development at WealthFactor, I leverage my 17+ years of experience in sales leadership in financial services and consulting to drive business growth and client satisfaction. I have a background in wealth and investment management, private banking, market research and analysis, and business to business public accounting and consulting sales.My core competencies include account management, training and development, sales management, brand development, and client relationship management. I am passionate about cultivating relationships with team members and multilevel stakeholders, leading diverse teams and exceeding revenue targets, and promoting a positive culture in fast-paced work environments. My mission is to deliver holistic financial services to clients, while implementing market-driven strategies.
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Director Of Business DevelopmentWealthfactor Sep 2024 - PresentLake Oswego, Oregon, Us
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Director Of Business DevelopmentGeffen Mesher Nov 2022 - Sep 2024Portland, Or, Us*Developed strategic partnerships, secured high-value clients and enhanced revenue streams.*Developed and implemented business strategies particularly with a data integration service offering, achieving measurable revenue growth and market expansion.*Collaborated with cross-functional teams to identify opportunities, which drove innovation and competitive advantage.*Spearheaded initiatives to secure key clients, boosting revenue.*Pioneered unique business strategies to penetrate new markets and grow.*Worked alongside teams to uncover new business opportunities, enhancing competitive stance.*Envisioned market trends to align strategies that drove substantial business growth.*Developed a sales process play book. -
Lead Advisor - Business DevelopmentCable Hill Partners Jun 2019 - Jun 2021Portland, Or, UsManaged full cycle business development operations for an investment advisory company (RIA) with $1B+ AUM• Led, trained, and developed 10+ sales personnel––provided analytical coaching and mentorship to maximize sales performance • Cultivated relationships with centers of influence and sourced prospects––achieving 100%+ of defined business goals, YoY • Collaborated with prospective clients to determine customer values and visions to develop individualized life plans• Facilitated weekly sales and marketing meetings to establish sales plans and ensure quota attainment • Delivered quality advisory services to clients regarding investment philosophy, portfolio performance, and financial matters• Recognized as top sales professional during 2020 despite challenging economic conditions due to the Pandemic • Utilized social media platforms to expand customer outreach and business development across multiple territories in the US• Spearheaded planning of business development from inception to completion with a keen focus on driving corporate revenue • Implemented new policies and procedures to ensure continued business operations in response to COVID-19 -
Senior Vice President, Wealth AdvisorKey Private Bank Apr 2012 - Jun 2019Cleveland, Ohio, UsDevised and implemented robust growth-focused strategies that resulted in achieving 170%+ of defined business goals, YoY• Recognized as #1 in the nation for sales professional among 100+ (3 out of 7 years), spanning a territory of 25+ markets • Collaborated with management, team members, and clients to implementing cross selling strategies • Coached and mentored team members; contributed to hiring top industry talent for optimizing corporate productivity• Exceeded client expectations by delivering quality services––resulting in increasing net worth and peace of mind for clients • Maintained all regulatory requirements to help avoid penalties for corporate headquarters -
Director Of Client RelationsGarrow Equity Group Oct 2008 - Apr 2012Directed client relations operations for a private equity firm, specializing in hard-money lending for real estate developers and builders • Managed a portfolio of 50+ clients, ensuring an optimal experience for continued business • Sourced and maintained consistent collaboration with developers and builders across Oregon, Washington, and Idaho• Contributed to managing ad-hoc projects and ongoing business improvement initiatives to increase sales • Developed capacity to work with investors using self-directed IRA as primary means of investing• Improved efficiency of day-to-day departmental processes by utilizing corporate systems and processes• Responded to client requests efficiently that built rapport with clients and professionals• Developed and strengthened relationships with client service team members to develop junior team members
Alan Ford Skills
Alan Ford Education Details
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Azusa Pacific UniversityBusiness Administration -
Western SeminaryEducation
Frequently Asked Questions about Alan Ford
What company does Alan Ford work for?
Alan Ford works for Wealthfactor
What is Alan Ford's role at the current company?
Alan Ford's current role is Director of Business Development/ WealthFactor.
What is Alan Ford's email address?
Alan Ford's email address is al****@****ill.com
What is Alan Ford's direct phone number?
Alan Ford's direct phone number is +123946*****
What schools did Alan Ford attend?
Alan Ford attended Azusa Pacific University, Western Seminary.
What skills is Alan Ford known for?
Alan Ford has skills like Leadership, Public Speaking, Business, Valuation, Portfolio Management, Crm, Business Development, Finance, Process Improvement, Strategic Planning, Financial Services, Management Consulting.
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