Enterprise Account Executive
CurrentEmpowering independent schools to provide an outstanding experience for their students, parents and faculty through technology.
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@blackbaud.com
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Alli Backlund is listed as Account Executive at Blackbaud at Blackbaud, a with 1 employees, based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at blackbaud.com and a matched LinkedIn profile for Alli Backlund.
Alli Backlund previously worked as Enterprise Account Executive at Blackbaud and Sales Manager at Blackbaud. Alli Backlund holds Bs, Mathematics from The College Of New Jersey.
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4 time Presidents Club achieverRising Star awardSpecialties: Series 7, 24 and 66 licensed, ARPC, CRPS, AIF(r)
Listed skills include Series 7, Retirement Planning, Investments, Retirement, and 15 others.
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Charleston, South Carolina, Us
Empowering independent schools to provide an outstanding experience for their students, parents and faculty through technology.
Charleston, South Carolina, Us
Lead a top performing team of 7 serving independent schools from Washington DC to Florida. Work closely with partners throughout the company to develop and deliver strategy for go to market offerings and exceeding sales quotas. Coach and develop account executives in their career at Blackbaud.
New York, Ny, Us
Manage an internal sales desk of 9 people. Drive and develop strategy for the team to accomplish sales goals. Coordinate partnership with the broader sales organization as well as the broader Defined Contribution group. Focus on increasing sales, coaching the sales team and supporting the team in their career goals.Partner with external to provide support and generate sales in the South-East territory. Identify financial advisors that focus on defined contribution plans or have the propensity to be key decision makers and drive sales of BlackRock funds. Maintain and cultivate relationships with key financial advisors and platform partners in territory. Provide support through value added seminars and presentations, finals meetings, menu analysis and marketing support.
New York, Ny, Us
Partner with two externals to provide support and generate sales in the South-East and Mid-Atlantic territories. Identify financial advisors that focus on defined contribution plans or have the propensity to be key decision makers and drive sales of BlackRock funds. Maintain and cultivate relationships with key financial advisors and platform partners in territory. Provide support through value added seminars and presentations, finals meetings, menu analysis and marketing support.
New York, Ny, Us
Contribute to the development of Associate Retirement Specialist position. Provide internal support for the New York Metro territory and Southeast territory Analyze territory data to identify key clients and opportunities. Support sales efforts of external wholesaler, maintaining current relationships and developing new ones. Create proposals for new retirement plans to assist Financial Advisors in retirement business. Provide marketing materials and presentations for conferences and client meetings. Complete competitive analysis of current retirement plans. Assist with presentations to advisors and clients surrounding retirement topics. Completed SPARKS training for Associate Retirement Plan Consultant accreditation and The College for Financial Planning's designation Chartered Retirement Plans Specialist.
New York, Ny, Us
Provided support on the Proprietary Sales Desk. Conducted weekly presentations on proprietary products. Completed Portfolio Challenge, creating a mutual fund, buying and selling stocks while the tracking progress, culminating in a presentation given to Merrill Lynch employees. Completed competitive analysis on mutual funds to initiate campaigns for Proprietary Sales Desk. Created and presented Sample Portfolios for both fictional and actual clients. DESIGNATIONSSeries 7, Series 66, Series 24, ARPC, CRPS, AIF
Other employees you can reach at blackbaud.com. View company contacts for 1 employees →
Richard M Harris, Psm
Colleague at BlackbaudEight Mile, Alabama, United States
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JD
Julia Duda
Colleague at BlackbaudCharleston, South Carolina, United States
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Sheila Serrano
Colleague at BlackbaudConcord, New Hampshire, United States
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Robert Acurso
Colleague at BlackbaudCharleston, South Carolina Metropolitan Area, United States
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James Butterworth
Colleague at BlackbaudSummerville, South Carolina, United States
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Corina Macdonald
Colleague at BlackbaudBelleville, Ontario, Canada
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Guido Thurnherr
Colleague at BlackbaudZurich, Switzerland
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James Smith
Colleague at BlackbaudBoston, Massachusetts, United States
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Robert Cardosi
Colleague at BlackbaudCovington, Kentucky, United States
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Emma Tatoolian
Colleague at BlackbaudLondon, England, United Kingdom
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Quick answers generated from the profile data available on this page.
Alli Backlund works for Blackbaud.
Alli Backlund is listed as Account Executive at Blackbaud at Blackbaud.
AeroLeads has found 2 work email signals at @blackbaud.com for Alli Backlund at Blackbaud.
Alli Backlund is based in Charleston, South Carolina Metropolitan Area, United States while working with Blackbaud.
Alli Backlund has worked for Blackbaud, Blackrock, and Merrill Lynch Investment Managers.
Alli Backlund's colleagues at Blackbaud include Richard M Harris, Psm, Julia Duda, Sheila Serrano, Robert Acurso, and James Butterworth.
You can use AeroLeads to view verified contact signals for Alli Backlund at Blackbaud, including work email, phone, and LinkedIn data when available.
Alli Backlund holds Bs, Mathematics from The College Of New Jersey.
Alli Backlund is listed with skills including Series 7, Retirement Planning, Investments, Retirement, Asset Allocation, Asset Management, Portfolio Management, and Series 24.
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