Ilya Roytman Email & Phone Number

Tampa, FL, US

Lakewood Ranch, Florida, US

As the Director of Wealth Management at Aksala, I introduce prospective clients to our fiduciary wealth management services through comprehensive, consultative meetings. Our team places a strong emphasis on financial planning, tax efficiency, and legacy planning, taking time to understand each client’s unique financial landscape and long-term goals and.

Scottsdale, AZ, US

Fiduciary Advisor representing our wealth management services in Tampa, Sarasota, Naples and West Palm Beach

New York, NY, US

Plano, Texas, US

In this role I serviced existing client relationships and took new clients through our finalized planning process to make sure the portfolio we built out for them was in line with their goals and objectives. I was the client's main point of contact and ongoing communication which included regular market and portfolio updates as well as annual reviews and.

Plano, Texas, US

Full cycle sales role from prospect to trading client. As a Registered Investment Advisor Representative, I introduced prospective clients to Fisher and got them up and running with our fiduciary money management service. This included prospecting, introductory meetings, follow ups, having our team procure deliverables, presenting those deliverables, as.

Plano, Texas, US

In this role, I had additional vetting responsibilities, as well as certain dedicated VP relationships that I worked with directly, on top of all the standard prospecting and client vetting.

Plano, Texas, US

In this role, I teed up our VPs with qualified, prospective clients.

• Help owners identify new contractors and develop solid and long-term contractor relationships
• Identify new opportunities in the hospitality industry for new buildings and remodels
• Helped setup online marketing strategy to drive new clientele via the internet
• Helped revamp their website in order to boost organic traffic and overall company image
• Revamped outdated and overpriced phone lines and messaging system
• Generate individual client leads through network of real estate connections

US

I helped my clients get the best possible coverage for their needs in the most cost efficient way. I was also spearheading the effort of scaling our online business in many different facets, such as adding new appointments, creating best practices and working on our economics model to generate higher revenue per deal as well as higer traffic volume.

Worked directly with the CEO and SVP to develop a bi-weekly payment financial product for the mortgage industry. Worked with engineering to implement desired features and changes to the bi-weekly product and infrastructure before product launch. Contacted, qualified and signed contracts with a list of affiliates that would pitch our program to mortgage.

As a BDM on the affiliate side of our business, my job entails sourcing new offers that perform well consistently, payout well and are scalable beyond initial internal testing into a much larger, long term, mutually beneficial relationship that includes traffic from our trusted affiliate network.

Redwood City, CA, US

My job entails prospecting, cold calling, qualifying and ultimately bringing on board advertisers to whom we'd be driving cpc traffic in multiple verticals. WebJuice is a CPC Marketplace in which advertisers are able to change their cpc bid at anytime based on real-time form conversion, volume, competition and overall metric performance on their backend.

Los Angeles, California, US

Interface with and support the Ad Sales team. Implement advertising campaigns on Publisher network including text, banner, geo-token thumbnail and commercial break advertisements. Gather and analyze campaign performance data and recommend appropriate actions.

Foster City, CA, US

Mortgage Business Development / Sales. Expanded QuinStreet's mortgage lender network by facilitating custom deals of selling lenders mortgage leads. Managed lender accounts after bringing them on board and facilitated changes to their products when necessary.

San Mateo, California, US

Outbounded new publishers, bought new media, ran test buys, expanded profitable media buys, corrected struggling media buys.

San Mateo, California, US

Account Management, Business Development / Sales, Product Quality Control.