Bobby Olsen, Mba Email and Phone Number
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Experienced Director Of Business Development/Equity Trader/Relationship Manager with a demonstrated history of working in Financial Services and now the Construction Industry. Skilled in Investor and Client Relations, Securities, Management, Strategy, Operations and Trading. Strong business development professional with a Math Degree from UCLA and Master of Business Administration (M.B.A.) from Portland State University - School of Business.
Singlepoint Design Build Inc
View- Website:
- spdesignbuild.com
- Employees:
- 2
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Director Of Business DevelopmentSinglepoint Design Build Inc Mar 2019 - PresentMill Valley, CaAs the Director of Business Development for SinglePoint, I wear a variety of hats. From Sales and Marketing to HR to Business Operations, this role takes advantage of the array of knowledge and skills I have developed over my career.-Work closely with CEO to develop company vision and strategy-Helped grow revenues over 100% in first year with company-Projected to double the business again in second year-Develop relationships with Architects and Realtors to drive revenue growth and lead generation-Represent company at industry functions-Handle all client billing operations-Created Operations Manual-Mentor Project Managers on client and vendor relationships-Perform Human Resources functions, including interviews, hiring, on-boarding and evaluations -
Institutional SalesBca Research Feb 2017 - Jul 2018San Francisco Bay AreaWhen Keybanc acquired Pacific Crest and reorganized the combined firm, I leveraged my skills as a sales trader and recently completed MBA and pivoted to institutional sales/relationship management. I transitioned to the sales role at BCA Research delivering nearly 100% renewal rates, growing existing accounts and closing new business.• Communicated firm views to customers ranging from financial advisors to large mutual funds.• Successfully navigated difficult deal pricing and negotiations.• Worked closely with clients to ensure research meets their needs.• Travelled at least one week a month with strategists visiting clients. -
Director, Sales TradingPacific Crest Securities Feb 2010 - Sep 2016Portland, OrAfter spending two years at a successful hedge fund that was an unfortunate victim of the financial crisis, I was able to secure a role back on the sell side as a Sales Trader at Pacific Crest Securities. Despite not having been on this side of the business for over two years, I still was able to rely on relationships that I had maintained to begin doing business immediately.• Grew commissions by over 400% in my first 4 years.• Collaborated with salesman to earn trading status at all voting accounts.• Communicated and executed creative strategies to help customers meet trading metrics.• Developed trusting relationships with customers to consistently meet and beat commission goals. -
Equity TraderThe Tuscan Group 2008 - 2009San Francisco, Ca• Executed stock and option orders generated by my Portfolio Manager.• Initiated, developed and fostered relationships with sell side to ensure quality coverage.• Communicated timely market information to Analysts and Portfolio Manager.• Generated trade ideas.
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Sales TraderPacific Growth Equities 2005 - 2007San Francisco, Ca -
Sales TraderThinkequity Llc 2003 - 2005San Francsico, Ca
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Sales TraderMontgomery Securities/Banc Of America Securities 1996 - 2003San Francisco, Ca
Bobby Olsen, Mba Skills
Bobby Olsen, Mba Education Details
Frequently Asked Questions about Bobby Olsen, Mba
What company does Bobby Olsen, Mba work for?
Bobby Olsen, Mba works for Singlepoint Design Build Inc
What is Bobby Olsen, Mba's role at the current company?
Bobby Olsen, Mba's current role is Director Of Business Development at SINGLEPOINT DESIGN BUILD INC.
What is Bobby Olsen, Mba's email address?
Bobby Olsen, Mba's email address is bo****@****ild.com
What schools did Bobby Olsen, Mba attend?
Bobby Olsen, Mba attended University Of California, Los Angeles, Portland State University - School Of Business.
What skills is Bobby Olsen, Mba known for?
Bobby Olsen, Mba has skills like Alternative Investments, Leadership, Electronic Trading, Sales Process, Sales Strategy, Client Relations, Sales Growth, Valuation, Deal Closure, Financial Modeling, Capital Markets, Investments.
Who are Bobby Olsen, Mba's colleagues?
Bobby Olsen, Mba's colleagues are Brant Hill, Joshua Yoches.
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