Bryan Gatlin Email & Phone Number
@adviacu.org
2 phones found area 269 and 920
LinkedIn matched
Who is Bryan Gatlin? Overview
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Bryan Gatlin is listed as Sales Development Representative at Pinnacle Financial Strategies, a with 43 employees, based in Charlotte Metro, 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.
Email format at Pinnacle Financial Strategies
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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.
Bryan Gatlin's current company
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Bryan Gatlin work experience
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Account Executive
CurrentWe create the best marketing for generating deals from your database. Looking for ways to drive more referrals and repeat business from your clients.
Fractional Sales Copywriter
Current✔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 methodology to pinpoint customer pain points, driving tailored solutions and shortened sales cycles (4 - 6 months) from (6-10… Show more ✔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 methodology to pinpoint customer pain points, driving tailored solutions and shortened sales cycles (4 - 6 months) from (6-10 months).✔Pioneered new ICP vertical, securing the first client through partnerships collaboration, expanding market presence. Show less
Fractional Account Executive
✔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 opportunities.✔Achieved an enviable 99% success rate in on-time lease renewals, establishing new benchmarks for customer… Show more ✔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 opportunities.✔Achieved an enviable 99% success rate in on-time lease renewals, establishing new benchmarks for customer satisfaction.✔Collaborated with BDRs, SEs, CS, and Executives, multi-threading with stakeholders and navigating intricate procurement processes to consistently outperform competitors. Show less
Senior Mortgage Consultant
✔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 mortgage products (CONV, FHA, JUMBO, VA, DSCR) loans.✔Generated over $45M in workable sales pipeline in 9 months. Back-to-back… Show more ✔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 mortgage products (CONV, FHA, JUMBO, VA, DSCR) loans.✔Generated over $45M in workable sales pipeline in 9 months. Back-to-back President Club distinctions (2022-2023) for revenue generated (Out of 40 reps). Show less
Fractional Account Executive
✔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, leveraging advanced CRM platforms.
Chief Experience Officer
✔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 adoption rates among members.✔Implemented a Member Loyalty Cash Program which brought in $2,500,000 annum, with 60% increase in… Show more ✔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 adoption rates among members.✔Implemented a Member Loyalty Cash Program which brought in $2,500,000 annum, with 60% increase in member attainment. Show less
Business Development Manager
✔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 program, driving an impressive 15% rise in referrals.✔Spearheaded the launch of three transformative product lines across the… Show more ✔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 program, driving an impressive 15% rise in referrals.✔Spearheaded the launch of three transformative product lines across the Northeast US, resulting in a staggering $15M revenue boost. Show less
Regional Sales Manager, Avp
✔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 client acquisition process by 37% through streamlining CRM bridge-bot procedures using smartphone text-by-date collection data.
Senior Area Sales Training Manager
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 based upon industry leading adult learning principles and skill building. Focused on supporting medium and long-term strategic goals of the… Show more 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 based upon industry leading adult learning principles and skill building. Focused on supporting medium and long-term strategic goals of the LOB/Role through the delivery of innovative learning and development strategies and programs. - Focused on design, development and management of learning programs for North American Commercial Bank, resulting in 56% increase in customer advocacy.- Managed 15+ MLO team, providing consulting services for project management, resulting in 81% employee success rate for L&D. Show less
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. - Supervised CSR Area Team, achieving a 15% improvement in customer service ratings through enhanced training programs and process… Show more 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. - Supervised CSR Area Team, achieving a 15% improvement in customer service ratings through enhanced training programs and process optimization.- Collaborated with Chief Risk Officer (CRO) to advise/reduce audit findings by 20% during the annual CSR Audit. Show less
Step Technician Ii Counselor
Senior Teller Supervisor
Colleagues at Pinnacle Financial Strategies
Other employees you can reach at pinnaclefinancialstrategies.com. View company contacts for 43 employees →
Bill Bracken
Colleague at Pinnacle Financial StrategiesHouston, Texas, United States
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Candy Grasty
Colleague at Pinnacle Financial StrategiesHouston, Texas, United States
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John (J.D.) Shanks, Iii
Colleague at Pinnacle Financial StrategiesColumbus, Ohio Metropolitan Area, United States
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Matt Turner
Colleague at Pinnacle Financial StrategiesOrlando, Florida, United States
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Richard Heath
Colleague at Pinnacle Financial StrategiesHouston, Texas, United States
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Cristela Petykowski
Colleague at Pinnacle Financial StrategiesGreater Chicago Area, United States
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Douglas Charles
Colleague at Pinnacle Financial StrategiesKennesaw, Georgia, United States
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Bill Hoppel
Colleague at Pinnacle Financial StrategiesBoonton, New Jersey, United States
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Veronica Tarango
Colleague at Pinnacle Financial StrategiesMcallen, Texas, United States
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Dennis Shoemaker
Colleague at Pinnacle Financial StrategiesHouston, Texas, United States
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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
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 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 Bill Bracken, Candy Grasty, John (J.D.) Shanks, Iii, Matt Turner, and Richard Heath.
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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