Brad Kaplan Email and Phone Number

Q2 2024 Quota Attainment: 113%

Q1 2024 Quota Attainment: 113%Q4 2023 Quota Attainment: 100%Q3 2023 Quota Attainment: 106%• Sourced quality opportunities with key decision makers, and as a result, led all Mid-Market territory SDR’s in Launched Gross New Business in Q1 2024, and finished #3 in the same category in Q2, 2024• Defaulted to action in Q3 23’ by creating a territory planning spreadsheet for priority accounts with 2 teammates to share with the broader SDR organization for collaboration with AE quarterly partnership the following quarter, leading to better organization and time management• Consistently showcased a leadership mentality by meeting with newly hired SDR’s to engage in shadow sessions, reverse shadows, and coaching sessions on hard skills such as personalization, tech stack, calling, social selling, in order to help new hires hit the ground running • Managed a book of 600+ accounts QoQ representing $10M Gross New Business

• Collaborated with a team of 27 diverse individuals to devise and implement effective investment strategies, while utilizing exceptional communication and leadership skills to ensure seamless operational processes• Conducted comprehensive market research and analysis to identify potential investment opportunities, devise strategic sales offerings, and recommend appropriate investment vehicles to clients, leading to a 7.8% increase in gains over six months• Cultivated strong relationships with clients by providing regular updates on portfolio performance, anticipating their needs, and proactively recommending new investment opportunities, thus establishing credibility• Leveraged my personal and professional network to gain valuable insights on potential investment leads, resulting in greater efficiency and enablement of more focused research to create high-value opportunities, ultimately contributing to increased portfolio performance

• Consistently exceeded sales goals, selling on average $2000 nightly, by effectively leveraging product knowledge and communication skills to educate customers on menu items, resulting in increased revenue and customer satisfaction• Adapted quickly to changing situations and demonstrated a flexible approach to problem-solving, resulting in efficient and effective service to guests• Repeatedly showcased a positive attitude and strong work ethic, contributing to a supportive team culture and overall success of the business