Brian Terry Email & Phone Number

Orem

Created Excel spreadsheets to track cross-sell ratio and sales goalsResponsible for branch compliance and reportingEffectively prospected clients and pursued leads to generate revenue growthTop performer in Utah company referrals for payroll products and servicesIncreased customer cross-sell ratio by 75% for business and consumer accounts Increased customer cross-sell ratio by 75% for business and consumer accounts

Opened new branch in Saratoga SpringsConsistent in meeting and exceeding account and loan production goalsLicensed for Securities (Series 6 and 63)

Organized new housekeeping routes to save time and to be more effectiveCreated new system for recording budget and payroll hoursDaily Management of housekeeping employees for 106 bed facility

Management, training and motivation of financial services employeesRecruiting and interviewing potential candidatesGroup and individual sales presentations

Bachelor Of Science, Healthcare Administration / Business Management

Health Care Administration

Computer Software Engineering

Programming courses Advanced Mathematics coursework