Jacob Robertson Email & Phone Number

Richmond, Virginia, United States

Richmond, Virginia, United States

Business Banking Relationship Manager, responsible for servicing clients in the Richmond area that are typically generating between $5,000,000 and $50,000,000 in annual revenue.

Richmond, Virginia, United States

M&A Advisor responsible for new sales growth and coordinating marketing efforts across the firm.•Initiated and managed the creation of a new company podcast and YouTube channel, significantly enhancing brand visibility and driving lead conversion. Achieved remarkable growth within three months, with 35 new subscribers, over 1,700 video views, 114 hours of watch time, and 15,000 impressions, showcasing effective content strategy and audience engagement.•Executed a cutting-edge digital outreach campaign harnessing the firm's technological prowess to precisely target prospects by industry and geography. This strategic initiative yielded 5 valuable M&A business leads, showcasing the ability to leverage technology for targeted lead generation and business development.

Richmond, Virginia, United States

In-Market lead for prospecting and client retention, targeting operating clients with revenue from $10MM and $75MM.•Achieved consistent top-ranking performance, securing a place in the Top 5 in 2021 and ranking 3rd in 2022 among the East Coast Region for annual revenue production, totaling $500K in revenue in 2023 with an additional $250K closing in Q2.•Proactively identified and cultivated 15 new C&I and Real Estate Investor clients, ranging from $10MM to $100MM in annual revenue, demonstrating adeptness in new business generation and relationship management.•Successfully closed a variety of loans including conventional credit facilities, investment real estate loans, operating lines of credit, as well as SBA 504 and 7(a) loans, showcasing expertise in financial product knowledge and credit underwriting.

Richmond, Virginia Area

Responsibilities included leading the Central Virginia Region team in new customer acquisition, completing and presenting market research analysis to state and regional leadership, and completing prospect research and progression tracking for Top Tier target companies.•Acknowledged with an internal leadership award for demonstrating exceptional leadership qualities and unwavering commitment to team success. Known for leading by example, stepping in to support teammates at a moment's notice, and consistently fostering a culture of professionalism and collaboration.•Spearheaded the design, implementation, and execution of a novel prospect outreach strategy for the central Virginia team, leveraging advanced treasury management insights. This innovative approach facilitated the addition of 7 new high-value business accounts within 18 months, despite challenging market conditions, underscoring adeptness in strategic planning and business development.•Demonstrated consistent excellence in sales metrics, pipeline management, and revenue generation, outperforming peers in the highly competitive Mid-Atlantic region. Recognized for a track record of driving tangible results and contributing significantly to organizational growth and success.

Richmond, Virginia Area

Sales Executive that collaborated closely with local and national businesses to enhance their operational efficiency and communication strategies, leveraging Unified Communication Technology, cloud-based services, and remote monitoring to drive impactful solutions aligned with their financial goals and growth objectives. •Spearheaded the development, testing, and implementation of a cutting-edge Connectwise sales quoting system, aligning the sales process with the service/operations team. Resulted in a streamlined quoting tool, delivering professional and standardized quote templates, while reducing quote preparation time by 50%, showcasing a commitment to process optimization and client-centric service delivery.•Transformed the company's marketing strategy to deliver a unified and compelling message to clients, resulting in enhanced brand engagement and increased lead generation. Implemented innovative marketing materials for trade shows, business folders, and leave-behinds, captivating audience attention and driving meaningful interactions. Additionally, established a dynamic content marketing presence through a dedicated YouTube channel, serving as a valuable resource for both existing clients and prospective customers. Redesigned the company website to seamlessly integrate with new sales tools, optimizing user interaction and converting website visits into warm leads, demonstrating strategic vision and marketing acumen.•Led the company's sales efforts, achieving continuous growth in every quarter of 2017 and propelling the company to be listed on the Inc. 5000 Fastest Growing Companies list for the first time in its history in 2018, under the name C&S Communications. This achievement underscores a proven track record of driving business success through strategic sales initiatives and exceptional performance.

Richmond, Va

Coordinator in charge of handling all facility related issues from 52 CarMax locations, and also responsible for completing facility projects assigned from over 156 different CarMax locations. On call 24/7 to respond to any emergency situations and ensure stores could operate continuously at their full capacity.•Orchestrated the planning, resource allocation, scheduling, and execution of projects valued at over $50,000 each, encompassing comprehensive IT infrastructure upgrades, furniture and fixture enhancements, and facility modifications. These initiatives were instrumental in optimizing operational efficiency and ensuring seamless store operations.•Collaborated closely with IT project managers to strategize and implement upgrades to IT network systems and hardware components, aimed at enhancing the functionality of legacy CarMax locations. The successful execution of these upgrades resulted in tangible improvements in store performance and productivity, driving greater output and customer satisfaction.

Richmond, Va

Onsite Project Manager in charge of all logistical processing, vendor relations, product installations, final construction items, and new store preparation at new CarMax locations for the 4 weeks prior to the store’s Grand Opening date.•Effectively coordinated the Grand Opening of a new CarMax location in Houston, TX, overcoming a significant 75-day delay caused by adverse weather conditions. Skillfully led diverse teams including sub-contractors, installation vendors, IT installers, and store associates, ensuring adherence to strict deadlines and making up for lost time within 28 days on-site. This dedication and leadership resulted in a successful store opening as planned, showcasing resilience and effective project management skills.•Successfully led seven "Truck Days" operations at a new CarMax store, involving the receipt, inventorying, staging, and quality checking of over $2,000,000 worth of items and equipment loaded on three semi-trucks within the first 12 hours of occupancy. This efficient operation ensured seamless store setup and readiness, highlighting organizational prowess and attention to detail.•Selected by supervisor to enhance daily reporting techniques and standardization of new store deployment processes, resulting in improved accuracy of Grand Opening status reporting and minimized deviations between stores. This initiative streamlined operations and facilitated better decision-making, emphasizing a commitment to continuous improvement.•Acknowledged by the Location General Manager at CarMax in Beaverton, OR, for demonstrating exceptional leadership, teamwork, and customer service while serving as the Grand Opening Coordinator for a new store. This recognition underscores a dedication to excellence and a customer-centric approach to operations.

Ft Bragg, Nc

Officer-in-Charge of creating logistical support plans for all operations conducted by the 1st Brigade Combat Team of the 82nd Airborne Division. •Drafted and presented a comprehensive logistical support plan for a Brigade at the Joint Readiness Training Center, ensuring sustenance for over 3,200 Soldiers across three days of deployment training.•Orchestrated the movement of 3,200 soldiers, 275 pieces of rolling stock, and 125 containers between FT Bragg, NC, and FT Polk, LA, demonstrating meticulous planning and execution skills.

Ft Bragg, Nc

Second-in-Command of a 110 soldier logistics support company, responsible for the care, maintenance, and accountability of $11.3 M worth of equipment and the morale, welfare, and training of all assigned personnel.•Managed daily operations for a company specializing in hazardous materials distribution, overseeing 100+ shipments of live ammunition and bulk fuel, ensuring strict compliance with safety regulations.•Led the planning, resourcing, and execution of 20+ high-intensity military training events, ensuring the company's readiness and certification for deployment.•Acted as logistical liaison to coordinate 40+ property redistribution transactions, 100+ soldier and equipment movements, and provided logistical support for 15 airborne operations, ensuring timely and accurate support to operational units.

Ghazni, Afghanistan

Directly responsible for the lives and well being of 25 Soldiers while deployed to Afghanistan, as well as the maintenance of all equipment used by an Infantry Battalion of over 700 soldiers while deployed in support of Operation Enduring Freedom.•Established and enforced policies ensuring round-the-clock maintenance and vehicle recovery support across two US bases throughout a seven-month deployment.•Developed and delivered a six-week training program for Afghan soldiers, resulting in seven proficient mechanics who enhanced operational transport vehicle fleets by over 300%.•Achieved 100% accountability and serviceability of maintenance and recovery equipment valued over $10 million across two distinct locations.

Ft Bragg, Nc

Directly responsible for a platoon of 55 soldiers and oversaw all the maintenance support for an Infantry Battalion of over 700 soldiers while in charge. Directly responsible for over $7 M worth of equipment.•Guided a maintenance platoon of 55 Soldiers through a training rotation at FT Polk, LA, securing top scores for maintenance and recovery support from training staff in preparation for deployment to Afghanistan.•Ensured continuous compliance with Army and Environmental Protection Agency regulations for maintenance operations, maintaining 100% compliance across all functional areas under supervision.•Managed the entire process of packing, shipping, tracking, and receiving over $5 million worth of maintenance and recovery equipment from FT Bragg, NC to FT Polk, LA, and Ghazni, Afghanistan.

Ft Bragg, Nc

Second-in-Command of a 121 soldier maintenance support company, responsible for over $11MM worth of equipment and the morale, welfare, and training of all assigned personnel.•Spearheaded sustainable initiatives, driving the company to become the inaugural unit within the 82nd Airborne Division to fulfill the criteria of the FT Bragg Green Boot initiative.•Recognized by the Battalion Commander as one of the top 10% logistics lieutenants in his 19-year service history, attesting to exceptional performance and leadership capabilities.•Fulfilled duties as a financial investigation officer, providing crucial findings to the Battalion Commander to determine financial liability for equipment or property losses, contributing to accountability and operational efficiency.

Various Locations

Various training courses for new Army Officers.

Bachelor Of Arts (B.A.), International Relations And National Security Studies

Master Of Business Administration - Executive Mba