Alan Ford Email & Phone Number

Lake Oswego, Oregon, Us

Portland, 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.

Portland, Or, Us

Managed 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

Cleveland, Ohio, Us

Devised 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

Directed 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

Bachelor Of Arts - Ba, Business Administration

Masters Degree, Education