Dylan Toups Email & Phone Number

Dallas, TX, US

Managing sales of premium golf equipment for retail, green grass, and OEM accounts throughout 18 states in the Central US. Includes both new business development and management of existing accounts.

DFW, TX, US

Three Part Advisors is a full-service investor relations advisory firm for small to mid-market capitalization publicly traded companies. Responsible for institutional investor targeting, roadshows, and messaging on behalf of clients. Also assisted with IDEAS investor conferences, facilitating participation for clients and investors.

San Francisco, California, US

Responsibilities focused on managing and growing the investor network for a sell-side investment bank serving enterprises and investment funds in the regenerative and circular economy. Preparation of marketing materials, investor communications, and investor meetings regarding private placement investment opportunities. Managed full-cycle sales process.

Westlake, Texas, US

Earned FINRA licensing. Progressed to Advanced broker assisting pattern day traders and HNW clients in trading public equities and derivatives. Worked with complex margin accounts to manage firm risk.

Westlake, Texas, US

Responsible for inbound client service and support via phone and email channels for retail brokerage clients. Consistently leveraged back office operations teams to fulfill client requests. Participated in client-facing discussions to provide expertise on US equity markets, retail brokerage and retirement products, and cashiering and operations activities..

Corpus Christi, Texas, US

Worked in a sales position for a non-bank direct lender. Successfully sourced, prospected, and closed over $3 million in commercial funding products to small business clients. Contributed to marketing campaigns including email marketing, cold-calling, and evangelizing company products at trade-shows and conferences. Significant experience using software to.