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 the past 3 years.• 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• Analyze and prepare summaries of mutual fund managers regarding performance, fee structure, and bond duration

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