Samuel Franklin Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

Atlanta, Georgia, United States

-Subject Matter Expert on 1031 Exchange program and DST offerings-Attend and speak at industry events to educate advisors and build brand awareness-Pursue Platform Placement in tandem with Strategic Accounts and present to DD officers of Wirehouses, IBDs and RIAs-Travel with Wholesalers into the field and conduct roadshows to drive sales-Design and Build educational and marketing resources for DST program-Source market intel and demand drivers to inform portfolio management and product teams on competitive DST offering characteristics such as asset class, geography, offering size etc.-Responsible for 1031 program go forward business plan, including distribution, platforms, partnerships, offerings, branding and budget

Atlanta, Georgia, United States

- Gained access to multiple target ($1B+ AUM) teams through referrals, bottom up relationship building (starting with junior advisors/analysts and working up to eventual decision makers) and polite persistence- Presented to UHNW and Institutional teams conducting due diligence on allocations ranging up to $200+MM- Consulted on broad range of strategies (Traditional Asset Allocation, Factors, Cash Management, Alternatives)- Familiar with various analysis/reporting software Morningstar, Zephyr, Fi360 and Y-Charts- Selected to join various committees/programs (Sales Mentor, User Feedback-Sales Technology, Leadership Development Program)

Atlanta, Georgia

PCS is a third party distributor that raises capital for REITs, Oil and Gas and BDCs via alternative investment offerings.- Internal Wholesaler of the Year 2019- Led the company in New Producer count - number of advisors who were first time users of PCS offerings- Represented the distributor at Conferences, Due Diligence Meetings, and Property Tours- Held monthly nationwide webinars for Advisors and Prospects presenting on Preferred Apartment Communities investment offering- Worked closely with National Accounts in the acquisition of new selling agreements

Greater Atlanta Area

While at WayPoint I was responsible for sales of both software and hardware controlling the automation of energy management systems for commercial/industrial buildings.- Sourced and closed 4 new regional accounts through referrals while managing 20+ existing regional accounts- Promoted within 9 months from regional accounts to major accounts- Inherited 12 inactive accounts making new sales to clients who had not purchased in 3+ years

- Exceeded annual YoY revenue growth targets ($200k), Net New Assets ($250K/month) and net new account (3/month) targets- Sourced new relationships through cold-calling, networking, LinkedIn and word of mouth- Brought 3+ new prospects every month to firm-hosted educational seminars- Hosted client events (dinners, sports outings, tours of local attractions)- Took responsibility for team’s declining revenue accounts by increasing touch points, building trust and ensuring that the client felt important- Developed referral relationships with COI’s and internal specialists: Business Bankers, Mortgage Lenders, Factoring Reps, local bank branches etc.

Greater Atlanta Area

- Made cold calls: 25+ contacts (actual conversations) per day- Nine (9) consecutive months of at least one (1) net new insurance policy per week- Prepared analysis based on income, liabilities, family situation to determine coverage needs- Acted as client advocate, ensured applications, medicals etc. arrived quickly and complete