Dan Nikolich Email & Phone Number

Meeting your Real Estate Investment needs.

Mundelein, Illinois

Director of Operations/Financial Advisor•Daily financial management of $17 million dollar operation•Setting pricing and creating sales planners to maximize gross profit through targeted sales opportunities•Creation and implementation of incentive plan for all sale associates to drive growth of business•Classroom and in-store training to maximize sales•Managed daily operation of warehouse to coordinate logistics and inventory

500 W. Monroe, Chicago, Il 60061

•Sales Trainer for all new sales positions utilizing Smart Calling, Insight Selling and Salesforce - (16 Trainees)•Managed Salesforce activity to maximize each sales opportunity and to manage prospects for Inside Sales team to call on.•Made sure that the each person averaged 80 dials a day with goal of 2 appointments set.•Worked directly with the President and Branch Presidents to develop strategies for their markets. We would strategize over our target market and I would generate leads for each practice group. I would gather insights from each practice group to help the salespeople with their talk tracks.•Used DiSC and StrengthFinder to customize sales strategy for each new salesperson. I would work with each salesperson to develop and calling technique that with utilize their strengths.•Co-creator of the Journey to Validation Program - 2017 Stevie Award winner for Sales Training/ Coaching Program of the Year

Lake And Mchenry County

• Cold Calling on Business in Lake and McHenry County• Working with Branch referral• Identifying Merchant Service • Business Acquisition and Retention • Responsible for Business Banking Deposit Growth• Working with Business owners to uncover lending opportunities up to $500,000. Higher request are referred to business partners• Identifying Treasurer and Cash Management Opportunities, referring to business partners• Identifying Merchant Service Opportunities and referring to business partner• Working with Private Banking to refer High Net worth Clients to their group• Networking with Business Community

929 N Milwaukee Ave Libertyville, Il 60048

• Daily Management of Retail Bank Operations and Sales Goals (Managed 6-9 Associates)• Business Acquisition and Retention• Development of Business Partnership with Bank Colleagues• Networking with Business Community• Daily Coaching of Branch Colleagues to sales and cross sell goals

Morton Grove

• Manage Branch with assets of $100 Million (Managed 12-15 Associates)• Manage Top Customer Retention• Achieved over 100% of Deposit Target goal from Q2 2009 to Q3 2010• Work with business partners to grow assets of the branch• Worked along with invest advisor resulting in $5 Million in investment sales from Q2 to Q4 of 2009 and $6 Million in Q1 to Q3 2010• Managed daily operation of branch• Achieved over 100% of Loan goal from Q2 2009 to Q3 2010• Loan Growth of $8.2 Million from Q2 to Q4 of 2009 and $5.5 Million in Q1 to Q3 of 2010• Development of colleagues• Daily coaching of colleagues in branch• Networking within the business community• Coaching of colleagues to capitalize on all cross sell opportunities• Achieved over 100% of cross sell goal from Q3 2009 to Q3 2010

Glenview

• Manage Branch with assets of $65 Million• Manage Top Customer Retention• Development of colleagues• Daily coaching of colleagues in branch• Networking within the community• Coaching of colleagues to capitalize on all cross sell opportunities• Work with business partners to grow assets of the branch• Managed daily operation of branch• Business Champion for the region for blitzing within the markets • Run weekly business calling efforts for all branches in the region

Financial Center Manager (Managed 5-8 Associates)•Daily Management of goal for DeNovo North Region•Opened new Libertyville Banking Center- I built community relationships working closely with local business, Mainstreet Libertyville andDistrict 70•Managing profit and loss report- I was able to make the branch profitable within the first three months of opening. The branch generated $232,000 of net income in the first year of operations.•Development of staff through daily coaching. The team's success generated $1.3 million in commercial loans, $4.7 million in commercial deposits, $3.8 million consumer loans and $22 million in consumer deposit in 2004 our first year of operations.•Ranked Number 1 Banking Center on the new Banking Center Scorecard for 2004•Winner Circle Award Winner 2004– Award given to the top new banking center•Over $9 Million in loans which put us at 103% of goal for 2005•127% of service fee income goal for 2005•Winner Circle Award Winner 2005- Top Loan producer for the DeNovo Group

Chicago, Il

•Providing a meeting solution with Audio, Video and Net Conferencing services•Prospected for new users among existing accounts as well as new logos•Selling video and audio equipment•Penetrating new accounts•Targeted high-level executives•Exceeded Quota (124% YTD on a $4.4 Million quota)•Presidents Club Award Winner –June 2001 (Award given to top 10% of each business unit)