Danny Strickland Email and Phone Number

Market lending programs with emphasis on new business development and the origination and closing of mid-market, asset lending for construction loans, as well as commercial and residential real estate l

Ranked the #1 M&A advisory firm for mid-market businesses with expertise in selling privately held businesses across North America. Called on business owners marketing and promoting the company’s M&A services and assisting executives with the sale of their business. Emphasis on developing trusted relationships and gaining agreement to attend a 5-star event to gain access to additional information on their business opportunity with Generational Equity.✓ Exceeded daily sales… Show more Ranked the #1 M&A advisory firm for mid-market businesses with expertise in selling privately held businesses across North America. Called on business owners marketing and promoting the company’s M&A services and assisting executives with the sale of their business. Emphasis on developing trusted relationships and gaining agreement to attend a 5-star event to gain access to additional information on their business opportunity with Generational Equity.✓ Exceeded daily sales metrics and consistently in the top 5 ranked producers in the company for 6 consecutive months. ✓ Cultivated self-generated leads through in-depth cold calling campaigns, prospecting, client referrals, and online market research.✓ Established quality customer relationships by creating rapport, identifying individual needs, and delivering exceptional service. ✓ Met customer retention goals and followed-up with clients as necessary to close the sale and surpass revenue goals.✓ Maintained consumer prospect list/contact database in order to identify client trends. Proactively and consistently seek opportunities to promote and sell real estate products based on client needs.✓ Attained a high closing ratio per talk time. Averaged 20 self-generated and company lead deals a month. Show less

Responsible for selling company products directly to consumers by cultivating and maintaining customer relationships that included initiating calls to customers, building rapport, and recommending upgrade services which promoted customer retention, drove direct sales, and ensured an overall superior customer service experience with Royal Sea Cruises. ✓ Met monthly and year sales objectives at an excellence level and ranked #1 sales representative in the company during tenure.✓… Show more Responsible for selling company products directly to consumers by cultivating and maintaining customer relationships that included initiating calls to customers, building rapport, and recommending upgrade services which promoted customer retention, drove direct sales, and ensured an overall superior customer service experience with Royal Sea Cruises. ✓ Met monthly and year sales objectives at an excellence level and ranked #1 sales representative in the company during tenure.✓ Proactively marketed cruise products and solicited new clients through phone calls, promotional emails and marketing materials leveraging leads from the website, referrals and past clients. Converted inbound/outbound calls to sales and/or retention.✓ Proactively asked questions to qualify individual interests and needs and recommended upgrades and add-on packages to generate additional revenue and enhance cruising experience. Consistently exceeded upselling goals and sales goals. ✓ Assisted in the hiring process of new staff. Trained, coached and motivated new reps to ensure quality and service goals were met. Show less

A global leader offering financial planning, asset management and insurance services to individuals, businesses and institutions. The company has $897B in AUM, $12B in revenues, and 13,000 employees. Directed the top producing branch and a team of financial professionals, responsible for growing a portfolio of accounts by providing comprehensive financial, insurance, and investment solutions for clients. Managed $80MM in assets under management. Awarded an Ameriprise Franchise in 1998… Show more A global leader offering financial planning, asset management and insurance services to individuals, businesses and institutions. The company has $897B in AUM, $12B in revenues, and 13,000 employees. Directed the top producing branch and a team of financial professionals, responsible for growing a portfolio of accounts by providing comprehensive financial, insurance, and investment solutions for clients. Managed $80MM in assets under management. Awarded an Ameriprise Franchise in 1998 for growing the business exponentially year-over-year.✓ Conducted equity research on companies to discover undervalued investments with prospects for long-term sustainable growth.✓ Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals. Presented investment and financial planning seminars to clients and prospective clients.✓ Generated new clients using a personal, one-on-one approach that built trust and emphasized personal service to individual investors.✓ Identified clients and prospective clients in need of investment guidance and recommended appropriate investment solutions.✓ Built consultative relationships and provided clients with trusted advice and customized products/services tailored to their needs. Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬▬ ✓ Produced in excess of $1MM in personal production revenue every year during tenure.✓ Attained the #1 Sales Force growth in the Central Sales Division, FY2000. ✓ Achieved branch annual growth rate of 96% versus the national average of 31.9%, FY2001. ✓ Circle of Excellence and Masters Winner (the top 500 out of 14,000 Financial Consultants). Show less