Rob Rask Email & Phone Number

San Francisco , California , Us

🔐 Navigating the Fintech Frontier: As an Account Executive with the Mid-Market team at Plaid, I'm on a mission to empower the fastest-growing organizations embark on their digital transformation journeys. 🌐💼Plaid's API helps developers build applications that interact with the traditional financial ecosystem. When the top fintech companies need a way to add lending, payments, financial data access, account funding and onboarding, and fraud prevention, they turn to Plaid.

San Francisco, Ca, Us

San Francisco, Ca, Us

• Conducted email and call campaigns for prospects resulting in new sales Opportunities• Worked directly with Account Executive to prospect and close new business• Consistently achieved and exceeded quota on a MRR model• Developed strategic accounts by learning prospect needs and understanding business model• Established relationships with prospects to build pipeline and find new and ongoing business• Gained industry knowledge to become competent to sell to all levels of organization

San Francisco, Ca, Us

DocuSign® is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence. DocuSign enables organizations of every size, industry and geography to make every decision, approval, workflow and signature fully digital. DocuSign and Go to keep life and business moving forward.• Conducted email and call campaigns for prospects resulting in new sales Opportunities• Worked directly with Account Executive to prospect and close new business• Consistently achieved and exceeded quota on a MRR model• Developed strategic accounts by learning prospect needs and understanding business model• Established relationships with prospects to build pipeline and find new and ongoing business• Gained industry knowledge to become competent to sell to all levels of organization

San Francisco, California, Us

● Consistently exceed sales quotas in every metric, with loan volume exceeding 300%● Create and deploy sales strategies to a team resulting in 130% of yearly loan goals for the branch as well as finishing second in the state in total loan volume● Perform complex business analysis for biotech startups in the Denver Tech Center leading to large opportunities in payroll, lending, and merchant services● Establish seminars for fellow colleagues to familiarize and normalize trust and estate services● Closed over a million dollars in revenue for Wells Fargo every quarter employed● Utilize internal client prospecting to acquire previously untapped business for record breaking year● Referred over seven million dollars of investments to Wells Fargo Advisors

San Francisco, California, Us

Build and maintain a diverse portfolio of clients, including individuals and local businessesLiterate in relevant industry documents such as contracts, financial statements, and legal agreementsExperience discussing in depth specific details regarding various advanced financial categories Communicate ideas for delivering results-driven procedural changes to enhance and heighten branch efficiencyManage positive, productive relationships with key stakeholders, such as regional leadershipElected proponent of small business on behalf of Noe Valley Wells Fargo Execute on quarterly sales expectations and support company objectivesExecute on multiple projects with overlapping timelines with a high level of time management

San Francisco, California, Us

Maintained financial records to auditor standard; served as support on a number of successful internal auditsResponsible for sensitive data, and maintaining customer confidentialityPrecise and accurate data entryFirst point of customer contact in a high volume fast paced environment

In charge of general bookkeeping (A/P & A/R), daily filing and data entry, and extensive work with Microsoft Office.Served as primary administrative support to department of 10+: answering phones, calendaring, filing, sorting/delivering mail, creating mailings and email blasts, maintaining online customer contact lists

Bachelor'S Degree, Criminal Justice

High School