Ryan Paul S. Email & Phone Number

Austin, Texas, Us

Austin, Texas, Us

Responsible for growing sales and deepening relationships with new and existing clients within California, Arizona, New Mexico, and Nevada for the most trusted fintech organization within our industry. Specifically our products are built for community financial institutions (FI’s) across the nation; expanding our organization sales footprint and establishing Kasasa as the go-to partner and resource for community banks and credit unions. Our mission at Kasasa is to empower local community banks and credit unions in their pursuit to provide their clients with the most competitive financial products and services in a hyper-competitive industry dominated by mega-banks. Kasasa's product and service offerings were developed so that smaller financial institutions could tap into benefits of scale regardless of their limited geographic footprint. Kasasa Reward Checking accounts and Kasasa Loans allow our clients to offer targeted products and services which promote new account growth and result in a deeper, more meaningful banking relationship with their customers.

Sales division leader with more than 10 years of sales experience and five years serving as the head of sales for a medium-sized manufacturing company. Proven track record of exceeding company sales targets, delivering an exceptional customer experience, and making those around me perform better through a collaborative spirit and a belief that a company is only as good as it’s lowest producing team member. Areas of specific strength include: creating and implementing targeted sales strategies, sales team training and employee development, building long term meaningful relationships with prospective and existing clients, and uncovering substantially profitable opportunities by leveraging sales data within the pipeline. Qualified senior sales team leader who successfully supports and coaches sales team to deliver results that exceed company expectations.

Long Beach, Ca, Us

Managed business development initiatives using consultative sales approach within the San Joaquin Valley Region for California's sole Manufacturing Enterprise Program- a private non-profit organization that delivers professional consulting services to California’s manufacturing industry. Primary responsibilities included: Identifying new opportunities in the medical field, specifically general dentistry/ orthodontics where I managed three separate ERP initiatives. Developed robust sales pipeline of new and existing customers, deepening existing client relationships, growing territory sales revenue, managing regional trade show participation, drafting service proposals to prospective clients, and supervising all service delivery teams. Worked remotely. • Maintained and engaged steady pipeline of sales prospects, focusing on medium-sized companies with annual revenue between $65MM-$150MM• Successfully petitioned State government for $3MM in emergency funding on behalf of local manufacturers • Drove record sales during third quarter of 2016 ($610,000)• Notable clients included Prolacta Bioscience and 3M (medical division)• Earned Green Belt in Lean Six Sigma- relies on the use of statistics and data to make informed decisions• Directed four projects worth combined $450,000 revenue, resulting in profit of $280,000California Manufacturing Technology Consulting is a private, non-profit company whose goal is to serve California's small and medium-sized industrial manufacturers. CMTC is affiliated with the National Institute of Standards and Technology (NIST) and is part of the Hollings Manufacturing Extension Partnership (MEP) Program. The MEP Program contains 60 centers across the U.S. to serve the manufacturing community.

New York, Ny, Us

My primary objective was to provide sound, suitable, financial input that would help my corporate clientele move closer to achieving their unique financial goals. Offering an array of financial products and services including: mutual funds, options, corporate bonds, exchange traded funds (ETF’s), and various cash instruments I worked closely with corporate stakeholders, business owners, and members of various executive staff to ensure their financials were aligned. Prepared detailed financial forecasts and market reports using current industry data Generated referrals from sales and existing clients through business consultancy role  Recorded a 35% close rate in final sales campaign  Developed effective methods for staving off objections and winning buy-in Created team-centered environment which increased revenue through collaborative sales approach Grew assets under management by 14% in first year Leveraged client data and determined appropriate investment mix to meet client needs Passed FINRA Series 7 General Representative Securities Exam

New York, Ny, Us

Focused on building meaningful, long-term relationships with clients and specialized in managing key accounts with $1MM or more. Additionally, I would create highly customized financial plans for core clients while proactively creating new opportunities to deepen existing client relationships including capturing more outside funds, recommending additional products and services, and providing exceptional customer service  Highest producing retail banker in Central California 2012 & 2013  Managed high balance client list and exceeded sales goals every quarter  Placed 200-400 weekly sales calls for 2 ½ years allowing me to master the “cold call” Effective communicator; skilled in building lasting relationships and matching solutions with client needs Earned client trust resulting in new outside money deposits of $5,000,000 and new investments totaling $8,000,000 Passed FINRA 6 & 63 investment exams Leveraged internal resources to enhance sales- including: business bankers, mortgage bankers, financial advisors