Jared Bouer Email & Phone Number

San Francisco , California , Us

Foster City, California, Us

Austin, Tx, Us

Austin, Texas, Us

Identified new business opportunities through customer relationships, account planning, territory management, and market data analysis to increase opportunity pipeline and spread product awarenessDeveloped and refined skills in prospecting, qualification, and account penetration to open business with multiple enterprise accountsCollaborated with teammates and management to identify best practices and data driven sales strategies which resulted in surpassing both personal and team goals every quarter

Successfully perform research and analyst work to create summaries and documentation of recent updates on companies within the fundPrepared pitches on potential investments that could financially benefit the firm Assisted the operational and administrative departments with client relations and back office functionsConstructed extensive summaries for investors on all of our holdings within the fund

Wilmington, Nc, Us

Analyzed separate branches of small business loans to determine credit worthiness and risk of defaultManaged support tickets in an effort to resolve client issues and maintain quality assuranceWorked alongside senior management and with other financial institutions providing innovative solutions to the firm’s day-to-day problems

Generated over $3.1M in sales over the course of 12 months, exceeding the revenue goal of $1.5MManaged 40+ sales representatives across campus by leading weekly meetings to collaborate student partners and maximize salesOrchestrated fundraisers, social events, and joint university meetings to grow the companies marketingpresence across the United States