Jay R. Galbraith Email & Phone Number

West Virginia, United States

Point of contact specialist, working as dispatch coordinator for valet parking and bus transportation

Irvine Ca

I help business owners find solutions to their needs whether it is financial services, energy savings, or other business needs. I employ a needs based approach, where we identify the needs of the business owner, and create a plan to address that need. New business development and appointment setting services available too.

Irvine Ca

Santa Monica, California

Vice President of Customer Service

Newport Beach, Ca

National Data was formed in 2004. We specialize in online advertising and marketing.

Responsible for new business in the south western U.S. Working directly with financial planners and business owners. Introduced Fiduciary reduction or transfer concepts to qualified plans, using R.I.A.'s and Trust platforms. Introduced one of the first managed accounts, inside a 401k to the southwest. Helped raise assets in brokerage and retirement accounts.

Managed customer services representatives. Developed marketing approaches to target markets. Managed sales approaches to financial advisers and individual investors. Increased assets under management from $4 million to over $50 million in first two years. Developed and introduced, industry first, actively managed account services. Introduced and assisted in development of the first mutual fund to use Exchange Traded Funds.

Responsible for managing existing clients and initial approaches to targeted prospects. Set up and managed seminars for advisers and potential clients. Cold calling and public speaking engagements.

The Top revenue, producing Salesman in the company. Ranked top 13 sales reps for Suzuki on the East Coast. Opened Brand New Facility. Responsible for selling and financing motorcycles, ATVs and Wave riding vehicles.

Covered and arranged daily operations for the Sun Set Grille. Over saw grill and cooking operations. coordinated customers and staff on the serving floor.

Coordinated and organized special events like town clean up and Uller Fest (town carnival). Introduced prospects and VIP's to the town and ski area of Breckenridge.Sandler Sales InstituteOTH 1998General sales approachesM3 LearningOTH 2007Proactive sales training

B.S., Management

Activities and Societies: PHi Sigma Epsilon - business fraternity

Core, Sport And Fitness Administration/Management