Johnny Wells

Johnny Wells Email and Phone Number

Relationship Manager @ Presidio Group Wealth Management
California, United States
Johnny Wells's Location
San Francisco Bay Area, United States
About Johnny Wells

After a sabbatical during which I explored education and a career in Design, I want to return to a career in business; transitioning into the Wealth Management field from a successful career in sales, consulting, and insurance and benefits management.

Johnny Wells's Current Company Details
Presidio Group Wealth Management

Presidio Group Wealth Management

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Relationship Manager
California, United States
Johnny Wells Work Experience Details
  • Presidio Group Wealth Management
    Relationship Manager
    Presidio Group Wealth Management
    California, United States
  • Johnny Wells Design
    Sabbatical
    Johnny Wells Design Aug 2019 - Present
    New York, United States
    Pursued a passion for creative design and manufacturing, obtaining a degree from Parsons School of Design and offering full design consulting services.
  • Rhumbix
    Account Executive, Business Development; Technology & Productivity Consultant
    Rhumbix Jul 2017 - Feb 2019
    San Francisco, California, United States
    • Launched Rhumbix presence in multiple critical markets including Boston, New York, Portland, and Seattle.• Created and executed Go-to-Market plan for Fourth Quarter 2018 and new flagship product launch after change in executive company vision.• Closed first deal and multi-year partnership with Delta Airlines (#75 Fortune 500 2018)• Sourced and developed long-term relationships with large multinational conglomerates, including China State Construction Engineering Corporation (#23 Fortune 500 2018), and Kajima Corporation (#18 ENR Top Global Contractors 2018).• Conceived and implemented SaaS software and productivity improvement plans with clients in several trades, requiring nuanced knowledge of specific processes and cultures.• Directly supervised and mentored inside sales representatives as part of a tandem sales team.• Represented brand at various large industry trade associations and events.
  • Gusto
    New Territory Growth, Benefits Advising
    Gusto Jul 2015 - Jul 2017
    San Francisco, California, United States
    Founding Member of Broker Sales Team (6/15-12/16, 5/17-7/17)• First broker sales hire by program lead responsible for growing Gusto's inceptive health insurance program• Grew broker revenue with teammates from $0 to +$4.4M ARR in first 6 quarters• Personally closed 109 Broker of Record transfers in 6 quarters• Exceeded personal sales targets every quarter (Q2 2015-Q3 2016) Lead Broker, National New Plan Territory Expansion (1/16-5/17)• Select and continually update all Health Insurance products offered to customers by Gusto• Create and prove sales expansion and scaling strategy in each new state in which Gusto operates• Member of New Insurance Product application advisory team• Market Development/Sales Development Rep Mentor Head of Complex & Technical Broker Advisory (6/16-5/17)• Personally responsible for all complex/escalated insurance transfers and changes, including federal and multi-state compliance issues• Guide SMB's through intricate multi-state hiring expansions, including advising on attraction and retention of top talent through benefits by region• Winner of quarterly Zoe Award for "Going Above and Beyond for the Zoe's [customers] We Serve"
  • Wtw
    Domestic And International Client Management & Production
    Wtw Nov 2013 - Jul 2015
    San Francisco, California, United States
    • Oversaw +$2.6M in annually renewable domestic and international commissions• Directly controlled +$5M in premium placement• Possessed Request for Proposal response success rate of +90% resulting in commissions of +$1M in new revenue• Managing international liaison to multiple teams tasked with technically complex accounts• Mentored multiple assistant consultants and brokers who continue to demonstrate success in the industry
  • Akkadian Ventures
    Fundraising Consultant & Operations Manager
    Akkadian Ventures Feb 2013 - Aug 2013
    San Francisco, California, United States
    • Assisted in raising multi-million of dollars in capital commitments over a three-month period.• Participated in the maintenance of current limited partner relationships while administering hundreds of ongoing investor opportunities, including institutional investors, funds, funds-of-funds, single and multiple family offices, and ultra high-net-worth individuals.• Ushered deal closing process and subscription document execution.
  • Delivery Agent
    Ecommerce Coordinator
    Delivery Agent Dec 2012 - Feb 2013
    San Francisco, California, United States
    • Presided over major pay-cable provider's domestic and European web stores, achieving +$1.1M in sales over a six-week period.• Offered and closed ongoing promotional, up-sell, cross-sell, and bundling opportunities.
  • Sa5 Media
    Director Of Communications
    Sa5 Media Apr 2012 - Nov 2012
    San Francisco, California, United States
    • Devised mobile-social market penetration plans utilized by management.• Engineered mobile product strategies for executive management and investors.• Composed market and competitive analyses documents for internal use and venture-funding reference.• Presented product-development and revenue-modeling strategies to major Sand Hill Road venture capital firms.• Analyzed financials and advised management on valuation, modelling, and overall fiscal direction.
  • Kitty Andrews Millinery
    Marketing And Communications
    Kitty Andrews Millinery Jan 2011 - May 2012
    San Francisco, Ca; New York City, Ny
    •Personified brand and acted on behalf of management at Mercedes-Benz New York Fashion Week.•Designed, cut, and produced headphone covers for Monster Cable’s Inspiration Headphones Launch Party at Mercedes-Benz New York Fashion Week 2011•Investigated market competition and furnished strategic direction.•Researched and recommended stylists, tradeshows, and retailers.•Performed social network marketing.•Aided in organization of major photo shoots.•Co-styled essential editorials.•Composed line sheets for wholesale accounts.•Represented brand at networking events.•Casted models for events and runway shows.•Supported expert consultants in runway and visual design.

Johnny Wells Education Details

Frequently Asked Questions about Johnny Wells

What company does Johnny Wells work for?

Johnny Wells works for Presidio Group Wealth Management

What is Johnny Wells's role at the current company?

Johnny Wells's current role is Relationship Manager.

What schools did Johnny Wells attend?

Johnny Wells attended University Of San Francisco, Parsons School Of Design - The New School, Heythrop College, U. Of London, College Park High School.

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