S. Zak Gilbert Email & Phone Number

• Manage sales enablement team responsible for lead generation, revenue forecasting, research, conference preparation and Salesforce administration.
• Analyze prospect data to identify purchasing signals from buyers entering the market for institutional asset management which has enabled sales team to generate $29.7M in new business and achieve annual sales goal for.
• Oversee and promote client referral incentive campaign from Corporate and Commercial Bank generating $12M in sales and $600k in incentive expense.
• Built business case to expand sales team to target a larger market, resulting in $92B in new assets.
• Onboarded sales engagement platform Outreach.io to automate prospecting and marketing

• Designed and implemented new sales campaign, earning $1.8M in new business (Silver Shield Award).
• Identified 72K new individual prospects with $15T in assets, driving overall strategy by sizing pension, non-profit, corporate custody, and VEBA markets.
• Identified new market segments and built business case for sales team to obtain additional full time equivalent.
• Directly managed summer intern, designing intern program project (Gold Shield Award).

• Led three business line/five salesperson direct prospecting pilot program
• Identified 72K new, individual prospects with $15T in assets to drive overall sales organization strategy by sizing Pension, Non-Profit, Corporate Custody and VEBA markets
• Directly managed summer intern and designed intern program project

Charlotte, North Carolina

• Developed new Foreign Exchange offering for WM&IS clients to fill product gap and capture $17M in lost revenue
• Led three person Market Data/Pricing project team that identified $3M in savings through process mapping
• Developed business analytics scorecard using Six Sigma reporting that is utilized by US Bank Managing Committee to quickly identify underlying drivers behind large scale trends

Charlotte, North Carolina Area

• Responsible for promoting, generating, and tracking $6M in sales and $120K in incentive compensation
• Built and maintained client referral submission system and reporting metrics to enable tracking of progress towards sales goal
• Recipient of “Best in the US” Gold Shield Award for work on Voice of the Customer project

Charlotte, North Carolina Area

• Assisted Operations and Analytics Manager in client referral campaign administration and reporting

Greater Boston Area

• Sales Planning and Analysis
• Responsible for budgeting, forecasting, and analyzing all expenses for a $30MM operating expense budget for software and machine vision business unit.
• Collaborate with field management to analyze & forecast $600k in annual commissions expense and $10MM in annual service revenue
• Designed and implemented project tracking system to monitor R&D project profitability and ensure IFRS compliance
• Trained and supervised accounting temp that received a full time offer
• Successfully led full year forecasted P&L presentation to CFO and his staff

• Budgeted and forecasted $200M in annual expense and analyzed variances as part of the P & L
• Forecasted worldwide weekly sales ($50M per week) and analyzed sales variances to determine store operational needs
• Implemented strategy to reduce non-compliant headcount expense, resulting in an 8% reduction in payroll equal to $80K in annualized savings
• Streamlined store to store unit transfer process by eliminating manual steps
• Performed statistical analysis to maximize sales margin

• Finance Intern - Grové Financial Group (Barron's Best 100 Brokers, $525M AUM)
• Collaborate with finance team to prepare annual investment reviews and pitch books for high net worth clients
• Create excel summaries and calculate benefits of variable annuity life insurance contracts (approx. $10M in value)
• Research financial information of privately held companies and summarize key data points for sales targeting
• Calculate cost basis updates for client assets that have recently migrated to the firm
• Research and summarize key ETF's data points including beta, holdings, and leverage for fund evaluations

• Senator John Carey Jr. (Senate Finance Chair)
• Supervised constituent case work and resolved issues with appropriate state agencies
• Conducted surveys and analyzed results using Excel macros for opinion pollingSenate Clerk’s Office
• Processed invoices and handled transactions between Senate offices to ensure interdepartmental coordination

Master Of Business Administration - Mba

Bachelor Of Science, Business Administration, Finance Specialization

Activities and Societies: Vice President Community Service-Delta Sigma Pi, Student Investment Management Program

Education record