Grant Tanner Email & Phone Number

Boise, Idaho, United States

Boise, Idaho Area

After nearly 3 years of managing the AllyDVM's sales team, I have taken on an intrapreneurial role to create and grow a digital marketing department in addition to our SAAS. I manage a team of web design, CRO, SEO and PPC experts. We increase demand for veterinary clinics with our proprietary local SEO and PPC systems and strategies. Custom reporting.

Boise, Idaho Area

Does your business/practice need more customers/patients? We help open the lead floodgates through the power of paid advertising + high-converting landing pages. Think Google, Facebook, Instagram and your message in front of thousands of people on a daily basis. Boost your outbound marketing and your business grows; it's that simple. Think paid advertising.

Boise, Idaho Area

Patient Rainmaker helps Dental Practices grow with new patients! We're a marketing agency that runs proven campaigns to deliver qualified prospective patients for profitable treatments. If you’re tired of wasting money on marketing, try a Patient Rainmaker ad campaign today. Our powerful system of targeting people who are in need of treatment then taking.

Greenwood Village, CO

• Effectively identified sales opportunities and advisor needs within Great Lakes territory via persistent outbound dialing, email campaign execution, and in-person advisor forums.
• Partnered with external wholesaler to develop and execute sales, cross-sale, and prospecting opportunities.
• Maintained and organized SalesForce in order to maximize efficiency and produce best-in-class service to advisors.
• Educated advisors on the benefits of non-traded REIT product and when to position product.

Denver Tech Center

• Created and Implemented national sales campaigns in order to drive business development efforts. Campaign strategies included strategic cold calling, lead nurturing, email marketing automation, and referral generation.
• Provided solutions to business owners and benefit managers after a needs-based analysis.
• Assisted prospects through the sales cycle: awareness, consideration, purchase, retention, and advocacy.
• Partner with Director of Marketing to develop and execute on national advertising and marketing efforts to generate sales opportunities.

Greater Denver Area

• Performed expert portfolio analysis and implemented comprehensive retirement income/ investment strategies.
• Generated over $100M of new money flows to Fidelity. Developed $96M of that to Fidelity product.
• Delivered top-notch presentations to executives and advisors, working alongside Fidelity wholesalers, to position Fidelity’s 401k platform. $25M 401k plan win in 2013. $32M 401k plan win in 2014.
• Executed trades on behalf of clients as part of ongoing portfolio management.
• Consistently led mountain west region as a top 15% rep for flows and product development.

• Delivered world class service to Fidelity’s premium and high net worth clients.
• Assisted account executives with effective book management and generated over $10M worth of business.
• Executed on extensive phone and email campaigns and seminars to further business.
• Recruited to deliver best-in-business customer service as part of the High Opportunity Team.
• Achieved #1 national service team with 3-month rolling CEI score of 93.
• Elected as “Outstanding New Hire” after 5-week Foundation Skills Training. Peer-given accolades include “non-stop, positive, go-getter attitude” and “shows leadership abilities.”

• Built a substantial book of business from the ground up that produced over $6,500 per month in recurring revenue through persistent lead follow-up, relationship development, and consistent sales conversions.

• Refined sales skills via active participation in weekly national sales training calls of Chet Holmes Internation Inc.
• Received personal critique and instruction from Chet Holmes, author of the national best seller "The Ultimate Sales Machine."

• Achieved the number one sales associate in a team of four through persistence, superior product knowledge, and clear communication skills.
• Underwent extensive sales training including lead generation, rapport building, feature benefit presentation, and closing techniques.
• Learned to thrive in a competitive, commission-only sales environment.

Provo, Utah Area

• Managed a portfolio of $800,000 (at the time) with other team members.
• Constructed an automated financial model inexcel to analyze the stock price of a security by using methods such as IRR, Dividend Discount Model, and PV of Cash Flow to Equity.
• Obtained valuable VBA skills, mastered excel, and dominated financial analysis models.

• Underwrote complex bridge loans by performing extensive due diligence, financial analysis, and valuation of commercial and residential real estate.
• Refined presentation skills by presenting results in a weekly partnership meeting consisting of 15 senior executives.
• Assisted in raising over $20M in capital by preparing a detailed offering memorandum and compelling marketing materials.

Business Management, Finance

Activities and Societies: BYU Marketing Association, Rollins Center for E-business, Marriott Undergraduate Student Association

Education record