Nathan Walsh Email & Phone Number

Dallas, Texas, US

Plano, Texas, US

• Responsible for developing new business opportunities through proactive outbound phone calls, qualifying leads, and scheduling meetings on behalf of the outside sales force.
• Created a positive client experience through continuous communication, interpersonal interactions, and continued education in a fiduciary capacity to ensure all prospective client needs are being exceeded with care.
• Obtained Series 65 license required for position coupled with continuous training on the financial markets and sales acumen.

Washington, DC, US

• Gained real-world experience that can directly translate to any industry through interpersonal interactions with district constituents.
• Established ability to help ease concerns of potential future clients from both important and difficult conversations about current events across the country.
• Had invaluable exposure to how the United States government is run, the larger political situation across the country, and how to resolve complex problems through collaboration.

University Park, PA, US

• Planned and led community involvement activities for the largest student life organization on campus.
• Coordinated 2,000+ members in philanthropic/community service events with 500+ participant turnout.
• Demonstrated ability to overcome challenges by working remotely as part of COVID restrictions/protocol.
• Maintained relationships/event coordination with large non-profits to arrange regular blood drives.
• Led sustainability initiatives for individual chapters and the larger Greek system.
• Previous leadership in greek life required for position

Milwaukee, WI, US

• Gained applicable knowledge of the financial services industry
• Further build a foundation in customer relations, phoning to build a personal book of business, meeting setting, financial advising basics, and follow-up with all potential clients
• Continued education through weekly education courses that dove into various aspects of finance and retirement planning
• Further developed a sales skillset
• Obtain a Maryland state health and life insurance license, which helped me gain an understanding of insurance and how the correct insurance can change lives.

US

• Enhanced my interpersonal, organizational, and managerial abilities through daily interactions with the customers and employees of the company
• Position suited my abilities well because I was able to give meaningful feedback to those in more senior positions in the company from the point of view of their customers and employees.
• Gained managerial experience that is transferable to any industry

US

• Contributed to sales growth by working under VP of Sales & Marketing for PuroClean Baltimore franchise to assist with events and strategies to expand referrals from local area insurance agents/adjusters and property.
• Supported the company’s aggressive expansion into the new Northern Baltimore & Harford County markets by researching and creating a database of new contacts for marketing and referral source development.
• Assisted with marketing by collecting customer testimonials for the company website, interacting with customers to increase satisfaction, and coordinating lunch and learns for referral partners.

• Led a 4-person team (working 20+ hours/week during school year and summer) in designing/executing a marketing/recruiting campaign and coordinating 500+ individual house tours to recruit the 2020 pledge class.
• Trained 95 fraternity brothers in recruiting techniques that added 30 new members (fraternity’s largest pledge class).
• Co-Head of social events for largest fraternity at Penn State, organizing events with 300+ attendees.
• Assisted in recruiting the pledge class with the highest cumulative GPA in 6 years.

Memphis, TN, US

• Worked in the branch performing teller responsibilities in a customer-facing role including assisting with transactions, opening accounts, verifying account balances, and assisting with fund transfers.
• Assisted in generating new revenue for the bank by cross-selling additional banking/investment services and coordinating customer appointments with loan officers or investment advisors.
• Gained insight into operations in multiple departments throughout the commercial lending division.

Cupertino, CA, US

• Contributed to the success of this residential property management company by fulfilling a dual role that included management of 50+ properties for new tenants and handling bookkeeping functions.
• Maintained positive cash flow by collecting $60,000+ in monthly rent; maintained Excel spreadsheet to track, calculate, and manage payroll; and handled accounts payable for utilities, supplies, or other property needs.
• Streamlined property turnover process for new rental tenants by managing and scheduling a crew of up to 8 employees performing cleaning, updates, or maintenance projects.
• Communicated regularly with tenants regarding new rental contracts, assisted in coordinating the tenant move-in/out dates, and performed new tenant walk-throughs prior to move-in to document/repair any property issues.

Bachelor Of Science - Bs With A Focus In Macroeconomics, Money, And Banking, Economics

Gdp, General Studies