Albert Thompson Email and Phone Number
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Senior-level Sales and National Account Management Professional with over 15+ years of experience in the Financial Services industry. Skilled in account acquisition and retention, relationship building, business planning, and sales growth.National Account Manager | Sales ExecutiveAlbertt832@gmail.comProven ability to develop and implement corporate strategies to retain accounts and acquire new accounts. Excellent at creating customized business plans to exceed account goals and grow sales. Developed skills in Strategic Planning, business analysis, marketing, and account focused initiatives. Outstanding communicator with the ability to establish collaborative relationships with internal and external stakeholders. Proficient in managing teams, public presentations, and CRMs ( Salesforce).Work history encompasses significant accomplishments across several areas: account acquisition and retention, cross-selling, business planning, sales growth, business analysis and forecasting, public presentations, and marketing.Core Competencies:Account ManagementAccount Retention and AcquisitionBusiness PlanningRelationship BuildingBudgeting and ForecastingBusiness DevelopmentBusiness AnalystConsultative SalesPublic PresentationsNegotiationsCareer HighlightsSigned, managed, and drove sales of $200M in a Tier 1 account over a 2 year time frame.Recognized as Strategic Partner of the year for creating and implementing a customized marketing campaign for a Tier 1 account.Retained over 90% of accounts for new product offerings.Increased sales by $40M in small accounts developing and implementing a communication and sales campaign for smaller accounts. Please contact me at (813) 785-1305 with any National Account Manager or Sales Executive opportunities.
Capital Square
View- Website:
- capitalsq.com
- Employees:
- 131
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Vice President National AccountCapital SquareHouston, Tx, Us -
Vice President, National Accounts- AlternativesDws Group Mar 2021 - PresentFrankfurt Am Main, Hessen, De -
Svp, National AccountsNb Private Capital, Llc Oct 2019 - Jun 2020Aliso Viejo, California, UsLed National Account efforts to expand the distribution group of Independent BD and RIAs. Also managed and drove sales in existing accounts through relationship building, customized business plans, and enhanced marketing efforts.Signed 10 new Independent brokerage firms and RIAs to selling agreementsCollaborated with senior executives to build out new marketing pieces and increased communications with home offices and advisors through webinars and email campaigns. -
Director Of Capital Markets. National AccountsPrivate Equity Oct 2015 - Apr 2019Head of National Account team of 4 Senior Account Managers and 1 Account Associate. Charged with expanding the distribution group and sales growth through Independent BDs and RIAsSigned, managed, and drove $200M in sales in a Tier 1 AccountEnhanced due diligence meetings for accounts, RIAs, and advisors ( Master of ceremonies at these events).Saved the company $200,000 by negotiating marketing and conference budgetsModerated an Alternatives Investments panel at the MMI Conference. Panelists consisted of RBC and Mercer Advisors,.
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Director Of Strategic AccountsHines Securities, Inc. Jan 2009 - Oct 2015Houston, Tx, UsLed a team of 2 Account Managers and 2 Account Associates to build deep BD relationships, grow revenue and expand the distribution groupReceived Strategic Partner of the year at a Tier 1 BD by creating a customized marketing campaign to increase exposure and sales for Non Traded REITsIncreased sales by $40M by creating sales plan for smaller accountsRetained 90%+ of accounts for new offeringsWorked with Senior Management on new product launces that included a BDC and private placement offerings -
Senior Account ManagerHines Securities, Inc. Jan 2007 - Dec 2008Houston, Tx, UsManaged and drove sales in the Independent BD channel. Managed 1 Account ManagerSaved the firm $100,000 through managing and negotiating the conference and marketing reallowance budget.Collaborated with event team to build out a larger and more robust annual due diligence event that is now recognized in the industry -
Regional Sales Associate/Business AnalystHines Securities, Inc. May 2005 - Dec 2007Houston, Tx, UsResponsible for sales projections, sales analysis, and budgets for the sales teams. Also served as a backup for wholesalers for conference presentations and meetings.Built out sales metrics for wholesalers which included penetration reports, stagnation reports, and slugging percentages -
Regional Vice PresidentVan Kampen Investments Jan 2002 - Feb 2005Responsible for mutual fund sales through wirehouse BDs (Merrill Lynch, UBS, Smith Barney, Edward Jones, Raymond James. etc..) in North and Central FloridaMet and exceed sales goal of $100M + per yearPresented over 100 seminars for advisors and investors
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Regional Sales ManagerVan Kampen Investments May 2000 - Dec 2001Managed sales projections, sales analysis, and budgets for the South region consisting of 10 wholesalers and 10 Internal Sales Consultants.
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Internal Sales ConsultantVan Kampen Investments Feb 1998 - May 2000Partnered with Florida wholesaler to educate advisors and drive sales through wirehouse BDs ( Merrill Lynch, Smith Barney, Raymond James, Prudential, Edward Jones, etc.)Awarded Internal Sales Consultant of the year in 2000
Albert Thompson Skills
Albert Thompson Education Details
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The University Of Texas At San AntonioAccounting And Finance
Frequently Asked Questions about Albert Thompson
What company does Albert Thompson work for?
Albert Thompson works for Capital Square
What is Albert Thompson's role at the current company?
Albert Thompson's current role is Vice President National Account.
What is Albert Thompson's email address?
Albert Thompson's email address is al****@****nes.com
What is Albert Thompson's direct phone number?
Albert Thompson's direct phone number is +181378*****
What schools did Albert Thompson attend?
Albert Thompson attended The University Of Texas At San Antonio.
What skills is Albert Thompson known for?
Albert Thompson has skills like Alternative Investments, Series 7, Series 63, Asset Management, Mutual Funds, Investments, Portfolio Management, Series 6.
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