Michael Dunn Email & Phone Number

Wayne, Pennsylvania, United States

Greater Philadelphia

Greater Philadelphia Area

Manage the Salesforce reporting and data integrity for the Southeast Market RegionPerform multiple forms of analyses including Actuarial and Claims Re-Pricing to determine potential savings opportunities for prospectsWork hand in hand with Sales Representatives, Brokers & TPA’s through the sales processes to act as the subject matter expert for any analysis performedDevelop and maintain broker relationships in the Southeast Market Region

Greater Philadelphia Area

Oversee the Early Buyout Quote process for all Construction, Transportation and Industrial leases and loans. Work directly with our vendors, sales team, and customers to negotiate sale prices. Effectively manage multiple portfolios while also developing relationships with new and existing vendors and customers. Continuously exceed budget requirements each quarter. Effectively and accurately provide reporting of sales and concession data on a monthly basis. Review the work of operations team members to provide approval as well as training and guidance when needed. Collaborate with multiple teams and departments on a daily basis to effectively service our vendors and customers.

Conshohocken, Pa

Worked extensively with the sales team to provide detailed reporting and assisted with ad-hoc requests.Responsible for accurately stewarding incoming trades.Created presentations for external wholesalers to provide to financial advisors.Responsible for updating and maintaining large quantities of account data.

Wayne, Pa

Working with clients and advisors to provide detailed information in a clear and concise manner.Head of the Sales Liaison team where I was responsible for providing support to the internal sales desk.Analyzed extensive quantities of client information in order to provide appropriate guidance.

Scotch Plains, New Jersey

Worked as an Intern working with different financial advisors at the location. I was responsible for using Microsoft office to create spreadsheets, and send e-mails to current and potential clients. Also, I helped to use social media for advisors to keep in contact with their clients, and also reach out to new potential clients.

Edison, New Jersey

Worked as an Intern responsible for data entry and working with Microsoft office to create spreadsheets and organize information and data. I worked with employees to reach clients and drafted letters and email messages to reach them effectively.