Brian Macklin Email & Phone Number

San Francisco, California, Us

Self employed-Managed financial planning related to investments, taxes, wills and trusts. Studied for Series 7 license.Primary caregiver-Managed care at a distance and in person.

Washington, District Of Columbia, Us

Achieved 100% client retention by analyzing market trends, understanding client objectives, and delivering customized solutions that fostered mutual success. My accomplishments include:• Data-Driven Sales Strategies: I developed and executed data-driven sales strategies, along with tailored training programs. • Effective Decision-Making: I organized and facilitated Quarterly Business Reviews and monthly scorecard meetings, ensuring informed decisions and actionable outcomes.• Service Level Agreement (SLA) Oversight: Monitored and optimized SLA’s to ensure operations delivered seamless service.• Mutual Growth and Resource Allocation: I worked collaboratively with clients to construct a co-forecasting process, identifying opportunities for mutual growth and resource allocation.

Washington, District Of Columbia, Us

As a new brand emerged, I was in a great position to drive business growth. I have keen insights into the motivations and capabilities of companies and individuals.Strategic Influence: When the new brand was unveiled, I positioned myself to capitalize on the momentum. I leveraged my understanding of market dynamics to identify and pursue new business prospects.• B2B2C Expertise: My prior experience leading B2B2C teams provided invaluable insights. I understand the intricacies of qualifying buyers, negotiating terms, and closing deals.• Collaborative Value Creation: I thrive on fostering collaboration. By influencing cross-functional teams, I connect diverse stakeholders to successful outcomes.• Track Record: I secured and executed deals with: • Fortune 100 Healthcare • Fortune 100 Computer Manufacturer • Fortune 500 Diversified Finance • Privately held insurance broker • My performance consistently ranked in the top 2 for sales

Pembroke Pines, Fl, Us

I joined Generali as part of a startup within a global services company, The President and CEO hired me based on our successful previous work together creating, enhancing and selling services.Key Achievements:1. Client Expansion: Recognizing the need for growth, I focused on expanding our client portfolio. • Growth: Driven by aligning client goals with agent commission. Our largest client’s business revenue increased by 50% and maintained profitability.• Account Turnaround: I rescued an account from cancellation, transforming it into a strategic $10 million partnership. Data analysis, process improvement and educating agents played key roles.• Diverse Client Base: We strategically diversified by adding Fortune 100 insurance, employee benefit, technology, and legal partners.2. Strategic Influence: By showcasing the impact of a single Account Director, I influenced the parent company. They recognized the potential for exponential growth and invested in expanded resources.Additional funding allowed us to build dedicated teams: • Account Management • Sales • Marketing • ITThis evolution culminated in the launch of a new global brand.My journey at Generali exemplifies how vision, collaboration, and strategic leadership can shape the trajectory of a startup.

Tempe, Az, Us

Us

As a curious leader, seeking knowledge and understanding, I built strong relationships with industry experts, leveraging their insights to drive success. My contributions included:• Goal Definition and Team Leadership: I actively participated in defining strategic goals and then led cross-functional teams to execute.• Business Partnership Management: My ability to manage business partnerships was important. I negotiated business and legal terms, ensuring mutually beneficial outcomes.My approach was collaborative, and I fostered an environment where curiosity, expertise, and effective teamwork converged.

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Bachelor Of Applied Science (B.A.Sc.), Finance And Financial Management Services

Education record