Dan True Email and Phone Number
Stellar record of success in providing strategic and operational guidance for effective business transformation efforts.Accomplished and customer-centric professional, I bring extensive leadership experience in driving sales and client acquisition in both B2C and B2B finance environments. With a knack for developing and nurturing client relationships through consultative sales tactics and a warm, engaging demeanor, I excel in crafting compelling narratives that resonate with diverse audiences. My skill set encompasses initiating cold outreach, implementing consultative sales techniques, and devising innovative strategies to secure new business while maximizing existing opportunities. Throughout my career, I've consistently exceeded sales targets by developing compelling go-to-market strategies and leveraging strong interpersonal skills to engage clients across various channels.Connect with me today to find out how I’ll make your mission my mission, to help bring all of your business objectives into focus!My core competencies include:Strategic Planning | B2C & B2B Sales | Process Improvement | New Client Acquisition | Sales & Revenue Growth | Account Management | Client Relationship Management | Customer Service & Satisfaction | Business Development | Project Management | Team Building & Leadership | Cross-functional CollaborationMy technical proficiencies include:Excel | Word | PowerPoint | Salesforce
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Senior Account ExecutiveAmerican Hartford Gold Apr 2024 - PresentLos Angeles, California, Us
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Vp, Sponsorships & MediaBeastcoast May 2021 - Apr 2024New York, Ny, UsAs Head of Sales, I lead and supervise a team of four individuals, reporting directly to the CEO. My responsibilities include managing all operations within the sales department, such as utilizing CRM systems effectively, generating leads, prospecting, developing and presenting proposals, and managing accounts. I acquire and maintain ownership of sales territories and seller responsibilities. Engaging with clients through various channels, including email, phone, and Zoom, is an integral part of my role. Additionally, I represent the company at industry conferences and conduct travel for client and prospect engagements.Key Contributions: Steered go-to-market strategy development by crafting persuasive narratives, devising presentation materials, and initiating cold outreach to agencies and brands. Attained $450K in new business and retained $375K in renewals within an 8-month period with the company. Closed the largest deal in company history totaling $1.2M, improving a 2-year Title Sponsor agreement with an upsell from the original $400K offer. -
Senior Account ExecutiveThe American Hartford Gold Group Sep 2015 - Oct 2018Actively engaged in up to 100 cold calls daily to advocate for physical gold and silver as valuable investment options or hedges against current holdings, such as stocks, bonds, and crypto. Utilizing essential skills and adaptability, I played a key role in supporting the successful launch of this startup, joining the company just four months after its inception with only 12 employees. I initiated training sessions for new recruits, providing tailored guidance and fostering collaborative idea exchanges. Additionally, I prioritized the cultivation and maintenance of strong client relationships through consultative sales techniques and a personable approach.Key Achievements: Headed sales and client acquisition strategies for a dynamic finance startup, leveraging extensive expertise in B2C and B2B finance settings. Demonstrated a strong dedication to professional development, exemplified by transitioning successfully from a publicly traded asset management position to a startup environment. Innovated a tailored consulting approach, diverging from traditional practices focused on basic transactions. Secured seven-figure deal for the company within first few months through strategic networking and personalized sales methods, leading to $2M+ of new revenue in my first year.
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Avp, Product SpecialistLegg Mason (Acquired By Franklin Templeton) May 2005 - Sep 2015San Mateo, California, UsSupported the sales force internally and externally, by providing comprehensive product information on flagship managed accounts to acquire new clients and uphold existing relationships. Within Legg Mason's financial advisory network, I cultivated and sustained relationships, acting as a representative for portfolio managers and offering extensive insights on investment decisions.Notable Achievements: Strengthened business connections and boosted sales by implementing quarterly inter-branch travel programs. Additional Experience:Internal Wholesaler, Legg Mason Global Asset Management - New York -
Internal WholesalerLegg Mason (Acquired By Franklin Templeton) Aug 2005 - May 2008San Mateo, California, Us
Dan True Education Details
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St. Lawrence UniversityEconomics
Frequently Asked Questions about Dan True
What company does Dan True work for?
Dan True works for American Hartford Gold
What is Dan True's role at the current company?
Dan True's current role is Sales and Client Acquisition Leader | Expertise in B2C and B2B Finance.
What schools did Dan True attend?
Dan True attended St. Lawrence University.
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