Bryan Gatlin
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Bryan Gatlin Email & Phone Number

Sales Development Representative at Pinnacle Financial Strategies
Location: Charlotte Metro, United States, United States 13 work roles 3 schools
1 work email found @adviacu.org 2 phones found area 269 and 920 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@adviacu.org
Direct phone (269) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Sales Development Representative
Location
Charlotte Metro, United States, United States
Company size

Who is Bryan Gatlin? Overview

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Quick answer

Bryan Gatlin is listed as Sales Development Representative at Pinnacle Financial Strategies, a company with 43 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at adviacu.org, phone signal with area code 269, 920, and a matched LinkedIn profile for Bryan Gatlin.

Bryan Gatlin previously worked as Account Executive at Remindermedia and Fractional Sales Copywriter at Self Employed. Bryan Gatlin holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Phoenix.

Company email context

Email format at Pinnacle Financial Strategies

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{first_initial}{last}@adviacu.org
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AeroLeads found 1 current-domain work email signal for Bryan Gatlin. Compare company email patterns before reaching out.

Profile bio

About Bryan Gatlin

I’m a dynamic Account Executive with 15+ years of experience across the financial world, specializing in Digital Marketing, Fintech, SaaS, Property Management, and Mortgage. I’ve had the privilege of stepping into leadership roles like Chief Experience Officer, Regional Manager, and Business Development Manager, where I learned to thrive on identifying new business opportunities, building strong relationships, and consistently driving revenue growth.Along the way, I’ve worked with sales teams to build strategies that win.As a Fractional Sales Consultant, I partnered with SaaS and Financial companies to refine their sales processes, launch data-driven marketing campaigns, and lead teams toward measurable success. From B2B to B2C, my goal is always the same: elevate brand awareness and grow revenue.At the heart of everything I do is a customer-first mindset. Whether it’s solving complex challenges, negotiating deals, or using digital tools to boost efficiency, I’m passionate about delivering value to clients and staying ahead in this fast-moving market.

Listed skills include Customer Service, Banking, Leadership, Team Building, and 41 others.

Current workplace

Bryan Gatlin's current company

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Pinnacle Financial Strategies
Pinnacle Financial Strategies
Sales Development Representative
Charlotte, NC, US
Employees
43
AeroLeads page
13 roles

Bryan Gatlin work experience

A career timeline built from the work history available for this profile.

Account Executive

Current

United States

We create the best marketing for generating deals from your database. Looking for ways to drive more referrals and repeat business from your clients.

May 2024 - Present

Fractional Sales Copywriter

Current

Charlotte, North Carolina, United States

✔Ranked #1, self-sourcing $750K+ with $230K closed in under 50 days. Increased top-of-funnel growth by 733%, accelerating sales velocity by 18%.✔Full-Cycle Copywriter. Maximized lead generation and closed deals via strategic outbound campaigns (BDR/AE collabora-tion). Leveraged tools like Sales Navigator, Gong, ZoomInfo, and Outreach.✔Applied MEDDIC.

Aug 2023 - Present

Fractional Account Executive

Charlotte, North Carolina, United States

✔Secured a pivotal 65K ACV deal (<30 days) in a new budget category using a consultative approach (Mutual Action Plans, Success Criteria, Workshops, Pilots, Champion Enablement).✔Cultivated strategic client relationships in an emerging market, ranking #2 of 20 mid-market reps by closing 308K in revenue within 150 days and sourcing an additional 810K in.

Jan 2023 - Aug 2023

Senior Mortgage Consultant

Charlotte, North Carolina, United States

✔Ranked #2 out of 75 MLO reps, achieving 158% of monthly quota with $35M closed in 2022, recognized with President’s Club distinction.✔Assistant Marketing Executive. Secured monthly media contract with HLN network, achieving 118% growth in Instagram, Facebook, and TikTok followers. ✔Top 1% out of 10 Senior MLO’s, in a 100% commission sales environment for.

Jun 2021 - Jan 2023

Fractional Account Executive

Charlotte, North Carolina, United States

✔Recognized as #1 in total profit generated in 1 year 50+ employee markets.✔Exceeded sales targets by significant margins (277% to goal) and surpassed $150K monthly quotas.✔Pioneered a monumental $1.1M pipeline expansion for SMB, Enterprise; $200K annual cost savings.✔Skillfully forecasted project scope for B2B bank integration and lending programs.

Jun 2020 - Jun 2021

Chief Experience Officer

Fort Atkinson, Wisconsin, United States

✔Spearheaded ITM/ATM installation to increase efficiency in prospecting; resulted in a 35% increase in overall member satisfaction scores.✔Managed successful deposit portfolio of $275MM; company capital excess 18% (CU average within WI state was 5% or below).✔Elite/Company leading eNPS scores among the team (+55), contributing to a 21% rise in digital.

May 2017 - Jun 2020

Business Development Manager

Beloit, WI

✔Q3/Q4 2015 Top Manager Wisconsin; Managed consumer retail products and digital banking teams, catalyzing a remarkable 30% productivity increase.✔Ranked Top 5 Lending Team (Beloit, Wisconsin); achieved a consistent 20% overachievement of sales targets, fostering a remarkable 25% upsurge in credit union membership.✔Pioneered a lucrative referral rewards.

May 2015 - May 2017

Regional Sales Manager, Avp

Alpine Bank And Trust Company

Rockford, Illinois, United States

✔Responsible for 3 major markets between Northern Illinois to Southern Wisconsin. Average retail market size, $25+MM.✔Successfully navigated the growth of a deposit portfolio exceeding $50MM across consecutive years (2009-2012).✔Sourced, nurtured, and cultivated a 15-strong loan officer team, fueling an astounding 50% hike in approved loans.✔Elevated the.

Sep 2007 - May 2015

Senior Area Sales Training Manager

Rockford, Illinois Area

Accountable for leading the design, development and management of learning and development programming (formal and informal) for North American Commercial Bank. This role has a strong internal consulting focus on the disciplines of project management and learning development and acts as an advocate for the development and delivery of focused solutions.

Sep 2005 - Sep 2007

Assistant Branch Manager

Responsible for day to day bank operations. While at the same time, grow revenue, build and maintain customer relationships. Meet and exceed sales goals by utilizing consultative sales. Offer the best banking products to help our current customers meet their personal financial goals. Currently. Northwest offering small business lending promotion..

May 2004 - Aug 2005

Step Technician Ii Counselor

Rockford, Illinois, United States

Jun 2003 - May 2004

Senior Teller Supervisor

Rockford, Illinois, United States

Jul 2002 - Apr 2003
Team & coworkers

Colleagues at Pinnacle Financial Strategies

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3 education records

Bryan Gatlin education

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science - Bs, Human Resources And Organizational Leadership

Bachelor Of Science - Bs, Theology And Religion

Slidell Baptist Seminary
FAQ

Frequently asked questions about Bryan Gatlin

Quick answers generated from the profile data available on this page.

What company does Bryan Gatlin work for?

Bryan Gatlin works for Pinnacle Financial Strategies.

What is Bryan Gatlin's role at Pinnacle Financial Strategies?

Bryan Gatlin is listed as Sales Development Representative at Pinnacle Financial Strategies.

What is Bryan Gatlin's email address?

AeroLeads has found 1 work email signal at @adviacu.org for Bryan Gatlin at Pinnacle Financial Strategies.

What is Bryan Gatlin's phone number?

AeroLeads has found 2 phone signal(s) with area code 269, 920 for Bryan Gatlin at Pinnacle Financial Strategies.

Where is Bryan Gatlin based?

Bryan Gatlin is based in Charlotte Metro, United States, United States while working with Pinnacle Financial Strategies.

What companies has Bryan Gatlin worked for?

Bryan Gatlin has worked for Pinnacle Financial Strategies, Remindermedia, Self Employed, Quarterra Group, and Primeline Capital, Inc..

Who are Bryan Gatlin's colleagues at Pinnacle Financial Strategies?

Bryan Gatlin's colleagues at Pinnacle Financial Strategies include Veronica Tarango, Ana Garcia, Douglas Charles, Elizabeth Hagale, and Michaela Heaton.

How can I contact Bryan Gatlin?

You can use AeroLeads to view verified contact signals for Bryan Gatlin at Pinnacle Financial Strategies, including work email, phone, and LinkedIn data when available.

What schools did Bryan Gatlin attend?

Bryan Gatlin holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Phoenix.

What skills is Bryan Gatlin known for?

Bryan Gatlin is listed with skills including Customer Service, Banking, Leadership, Team Building, Public Speaking, Strategic Planning, Sales Management, and Management.

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