Jesse Woods Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

Salt Lake County, Utah, United States

• Reconciled and investigated any variances on up to 100 accounts per day, maintaining clean, accurate and accessible records based off transaction updates.• Worked with 13 different clients on thousands of combined accounts covering $2+ billion in AUM.• Coordinated smooth onboarding for new clients by developing and executing professional, engagement-focused plans.• Managed full sales cycle including cultivating strong personal relationships with customers and potential clients.

Salt Lake City, Utah, United States

• 40+ Sales opportunities worked per day with both new and existing customers• Proven track record of achieving and maintaining key KPIs and to take advantage of strategic sales opportunities• Developed a minimum of three comprehensive investment plans daily to fit client’s future life and retirement goals• Built relationships with new and existing client base to help service WFA’s over $1.6 Trillion in assets under management

Salt Lake City, Utah, United States

• Built and developed team of 10+ promoters to drive ticket sales for two major music festivals in the Salt Lake City and Heber Valley areas with over 15,000 attendees per day.• Required networking and people skills as well as adaptable leadership styles in order to manage different types of workers.• Coordinated marketing opportunities with creators and influencers• Promotions directly proportional to ticket sales for major events.

Salt Lake City, Utah, United States

• Increased brand awareness through event marketing, sampling, sales and brand promotion.• Communicated successes, deals, product introductions, potential accounts, resets and demo opportunities via recaps.• Executed 200+ brand activations to standards and with professionalism, including events, seeking and sampling.• Worked directly with models and influencers for brand activations in the Southwest market.