Ross Barbee Email & Phone Number

Greenville, South Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Boston, Massachusetts, United States

• Partner with C-level executives to discuss their financials, operations and identify revenue streams and income potential
• Team lead managing campaign initiatives & team of individual contributors
• Exceed monthly & annual revenue and contract target
• Incorporate R&D Tax Credits to companies yearly financial plans in an effort to increase corporate cash
• Determine credit potential for prospective clients & assist in company driven analysis

Boston, MA

• Generate over $2.4B in net new revenue to the firm since 2014
• Onboard and develop new employees as mentor and team lead
• Consistently exceeded monthly sales target of $35 million and acquired over 20 new clients with revenue in excess of $5 million
• Team Lead - Create SWOT analysis on top firms to distribute/present to internal sales staff
• Direct & lead bi-weekly training designed to improve client meetings and presentation skills
• Present customized sales presentation to audiences ranging from 1 to over 50

Boston, Massachusetts

• Foster product discussion, while identifying appropriate investment strategies for clients
• Assist management team on outbound campaigns
• Meet monthly sales goals while increasing assets under management
• Open new investment and retirement accounts
• Build and maintain new and existing relationships with internal and external individuals

Boston, Massachusetts

• Provide industry leading service by managing account inquiries and resolving high level technical issues
• Service inbound calls from internal and external clients while meeting productivity standards, weekly metrics, and special projects designed to improve team performance

• Achievements include earning top quarterly associate honor by exemplifying Fidelity’s ideal call criteria
• Recognized for my exceptional client interactions based on identifying a problem and working to construct a client specific tailored solution
• Assist individuals by finding the right 401(k) distribution or payout that may give them the best tax or repayment advantage
• Educate clients on ways to maximize their 401(k) plan by identifying, responding and assessing their individual needs
• Fielded over 85-100 calls per day
• Exchange and rebalance individual holdings within clients’ portfolios

• Conduct Market Research on a B2B platform
• Create client presentations, from storyboard to final deliverable
• Conduct professional and thorough interviews with high-level executives

• Nationally competitive internship in the media department at this leading advertising agency
• Worked with organizations top clients and assisted media team in meeting preparation by conducting research reports on advertising effectiveness in certain geographic locations
• Researched which audiences responded best to particular advertisements and how the firm can capitalize on continuing to target that market
• Reported research on competitors’ advertisements and presented my analysis in Excel spread sheets for the media team
• Develop flowcharts outlining media plans and strategies moving forward
• Highlighted key aspects of radio and television advertisements in order to create my own print advertisement (media buy)

Bachelor Of Science, Concentration: Marketing & Business Administration

Activities and Societies: Best Buddies Relevant Coursework: International Marketing, Marketing Tools and Analysis, Advertising, Business.

Education record