Dan Whitson

Dan Whitson Email and Phone Number

Financial Advisor @ World Financial Group (WFG)
San Jose, CA, US
Dan Whitson's Location
San Jose, California, United States, United States
Dan Whitson's Contact Details

Dan Whitson personal email

Dan Whitson phone numbers

About Dan Whitson

Results-Driven Sales Representative | Expert in Healthcare Market Expansion | Client-Centric SolutionsAs a dynamic and results-oriented Sales Representative, I bring a proven track record of driving revenue growth and expanding market share within the healthcare industry. My passion for sales, coupled with my commitment to delivering exceptional client service, sets me apart in a competitive landscape.With a comprehensive background in sales, customer service, and team leadership, I excel in exceeding sales targets and managing high-value leads. My approach is centered around understanding and addressing customer needs, allowing me to deliver tailored solutions that enhance product adoption and increase market share. I take pride in my ability to navigate complex regulatory environments and effectively communicate clinical benefits to diverse audiences, ensuring a seamless experience for all stakeholders.Key strengths include: Exceeding Sales Targets: Consistently surpassing sales goals by leveraging strategic prospecting and robust lead management techniques. Building Long-Term Client Relationships: Developing and nurturing strong client relationships through exceptional service, effective communication, and reliable follow-up. Analyzing Market Trends: Utilizing market insights to identify opportunities and drive impactful sales strategies. Contract Negotiation & Product Demonstrations: Skilled in negotiating contracts and delivering compelling product demonstrations that highlight the value and benefits of solutions. Healthcare Industry Expertise: Deep understanding of healthcare regulations and the ability to articulate clinical advantages, fostering trust and driving product adoption.I am dedicated to fostering growth and achieving business objectives through a strategic blend of client relationship management, sales process oversight, and innovative solutions. My goal is to contribute to an organization that values dynamic sales strategies and exceptional client service, driving both revenue growth and long-term success.Let's connect and explore how I can bring my expertise to your team, driving outstanding results and creating impactful growth in the healthcare market.

Dan Whitson's Current Company Details
World Financial Group (WFG)

World Financial Group (Wfg)

View
Financial Advisor
San Jose, CA, US
Employees:
18841
Dan Whitson Work Experience Details
  • World Financial Group (Wfg)
    Financial Advisor
    World Financial Group (Wfg)
    San Jose, Ca, Us
  • Gametime
    Ticket Operations Associate
    Gametime Jul 2022 - Present
    San Francisco Bay Area
    In my role, I supported fans and ticket brokers with all order-related inquiries and needs, provided timely updates, suggested suitable alternatives, and enhanced brand loyalty. I ensured mutually beneficial solutions by serving as the primary contact for both fans and ticket brokers. I balanced efficiency with cost-effectiveness by maintaining specified margins on order sourcing. I enabled quick responses to orders and communications by managing ticket order fulfillment with sellers via phone and email. Additionally, I maintained organization and efficiency while handling multiple sites and tasks simultaneously.Following are my key achievements:• Enabled smooth operations by recognizing and addressing potential problems.• Maximized customer satisfaction by resolving issues related to ticket purchases or seating assignments.• Maintained productivity and coordination within ticket operations department by collaborating with team members.• Facilitated senior management in informed decision-making by generating reports on ticket sales, issues, and resolutions.
  • Fujitsu
    Inside Sales Rep
    Fujitsu May 2013 - Apr 2014
    Sunnyvale, Ca.
    Reporting to the Manager of Inside Sales in the Imaging Products Group, the Inside Sales Professional is the in-house sales point of contact for support of Field Sales activities within their assigned territory. Working within a team-oriented environment, the position responsibilities include, but are not limited to the following: * Responsible for generating service revenue. * Manages sales leads from tradeshows, partner events, product demonstrations and customer events for referrals to Field Sales and BTA channel partners. * Responsible for incoming calls for product specs information, Fujitsu resellers and collateral requests. * Maintain key partners up-to-date with current sales promotions and new product introductions. * Coordinates product evaluations to potential customers, track status and evaluation returns. * Acts as back up to Field Sales representatives in assigned territory. * Maintains our CRM database in regards to current deals and account activity. * Maintains and publishes database tracking reports of pending product evaluations, deal updates and forecasts. * Prepares weekly and monthly activity and revenue reports. * Business development, prospecting and closing sales, value-based sales experience, imaging industry knowledge, customer service background. *Knowledge of Salesforce and Oracle.
  • Sleep Train
    Salesman
    Sleep Train Jun 2011 - May 2013
    San Jose
    Sales and Customer Service – Management Skills Consistently provided excellent customer service keeping the client and company goals in mind Meet or exceed assigned goals and quotas Resolve customer complaints, find quick resolution that are acceptable to all parties Prepare customer invoices, handle daily cash, balance books, and make bank deposits paying close attention to details; receive and/or refund customer paymentsPerform financial duties including but not limited to; obtain credit authorization, process credit/debit card transactions, process checks electronically or manually, and follow company standards regarding payment proceduresArrange for delivery of merchandise to customer Work on projects assigned by supervisor Perform competitor shops and reviews Record performance statistics Responsible for all aspects of the store when working as Acting Manager Completed Initial Sales Training program and passed midterm and final exams; completed secondary comprehensive training program and passed exam Use office machines and computers with an emphasis on data-entry
  • Universal Services
    Security Site Supervisor
    Universal Services Jan 2011 - Jun 2011
    San Jose California
    Hired, trained, and coordinated work schedules of all security personnel to ensure a secure environment at all timesRisk management assessments; ensured compliance with local, state and federal guidelines regarding emergency and securityServed as liaison with local law enforcement to assist with investigations of accidents, thefts, and property lossSupervised other regular employees; duties include planning, scheduling, organizing and directing work, trained personnel and recommended applicants for employment or for discipline, termination, or retentionTaught and enforced safety regulations at the work siteEstablished security patrol prioritiesAssisted crime prevention officer in identifying high risk areas and initiated actions to reduce risk exposurePerformed all duties of a security guardReviewed utilization and maintenance of security equipmentPrepared daily and periodic reports to upper management regarding activitiesTook predetermined action and renders first aid in emergencies such as accident, fire andillnessAssisted in development of security policy and proceduresCommunicated with service users about security needs and problemsMaintained and recommended changes or improvements in the software record-keeping system for security guard activities
  • American Medical Response
    Paramedic
    American Medical Response Oct 2005 - Oct 2009
    San Jose California
    Responding to 911 calls for medical assistance at accidents, emergencies and other related incidentsDecided what action is needed and initiating treatment; applied splints to limbs, dressed wounds, administered pain relief, oxygen, drips and fluidsUsed various kinds of equipment, including ventilators to assist breathing and defibrillators to treat heart failure in order to resuscitate and stabilize patientsCarried out certain surgical procedures when necessary, such as intubation (insertion of a breathing tube);monitoring the patient's condition using high-tech equipmentAssessed whether and how to move patientsLiaison with members of other emergency services, such as the police or fire brigadeDealt with members of the public and family members present at the sceneTreated patients in the ambulance while they were being transferred to hospital from the scene, or between hospitals in the case of patients being moved to receive specialist careCleaned, decontaminated, and checked vehicles and equipment to maintain a state of operational readinessAssisted with patient care in hospitals or healthcare centersWrote up case notes and reported patient's history, condition, and treatment to relevant hospital staffOperated various equipment including external defibrillators, EKGs, and bag-valve mask resuscitators in sophisticated life-support environmentsEvaluated extent and nature of injury or illness to prioritize and establish medical procedures Recorded, observed, and reported to physician about patient's condition, treatment provided, and reaction to treatment and drugs Executed treatment procedures and emergency diagnostic such as heart monitoring, airway managementExamined drugs by injection or orally, and completed intravenous procedures under a close supervision of a physician Synchronized work with other emergency medical personnel, fire department team members, and police

Dan Whitson Skills

Accounting Trade Show Representation Process Improvement Team Building Inventory Management Process Scheduler Customer Service Loss Prevention Leadership Training Report Writing Data Entry Outlook Time Management Salesforce.com Healthcare Business Development Project Management

Dan Whitson Education Details

  • Allied American University
    Allied American University
    Business Administration
  • West Valley Community College
    West Valley Community College
    Liberal Arts
  • California Ems Academy
    California Ems Academy
    Passed Nationally Registery

Frequently Asked Questions about Dan Whitson

What company does Dan Whitson work for?

Dan Whitson works for World Financial Group (Wfg)

What is Dan Whitson's role at the current company?

Dan Whitson's current role is Financial Advisor.

What is Dan Whitson's email address?

Dan Whitson's email address is dw****@****ail.com

What is Dan Whitson's direct phone number?

Dan Whitson's direct phone number is +813625*****

What schools did Dan Whitson attend?

Dan Whitson attended Allied American University, West Valley Community College, California Ems Academy.

What are some of Dan Whitson's interests?

Dan Whitson has interest in Traveling, Abalone Diving, Football, Scuba Diving.

What skills is Dan Whitson known for?

Dan Whitson has skills like Accounting, Trade Show Representation, Process Improvement, Team Building, Inventory Management, Process Scheduler, Customer Service, Loss Prevention, Leadership, Training, Report Writing, Data Entry.

Who are Dan Whitson's colleagues?

Dan Whitson's colleagues are Steve Wood, Jose And Elsa Ybarra, Adrian Woodman, John Simmons, Trayvon Williams, Amany Gayedamany, Kalsang Kalsangdickeylewis.

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