Scott Snyder Email & Phone Number

Charlotte, NC, US

Charlotte, NC, US

• Teach business classes within Career & Technical Education department such as Business Essentials, Financial Planning 1 and 2 (Honors), and Honors Business Management to all grade levels with an average class size of.
• Utilize diversified teaching techniques and learning tools to help students with differing ability levels and learning modalities.
• Provide educational and professional guidance and mentoring to students in the form of small business advisement, recommendation letters, and personal academic advice.
• Assign tests, quizzes, group and individual projects to gauge students’ learning and determine understanding of course content.
• Meet and exceed class–wide achievement and proficiency standards as established by state and district testing departments.
• Use technology, audio-visual aids and other equipment to supplement lectures.

Charlotte, NC, US

• Director, New Lender Sales | 2017 - presentSenior Sales Manager | 2015- 2017Lead new customer acquisition sales team, supporting 5 lines of business: Mortgage, Auto, Personal Loans, Business Loans, and Deposits.
• Promoted to build centralized New Lender Sales team by developing and promoting internal employees and hiring externally, resulting in a team of 7 that drives $36MM in annual revenue run rate
• Design and implement sales process and execution strategies, resulting in increased production and budget for team expansion.
• Spearhead efforts to enhance CRM systems, establishing record and performance reporting baseline system.
• Develop targeted customer acquisition marketing strategy, increasing contact rate and decreasing on-boarding cycle times.
• Secure new partners monthly, attributed to industry knowledge, rapport building, and implementation of best practices.

• Created unique apparel company and brand with a single goal in mind: To become the premier athletic apparel company serving the active lifestyle community.
• Grew sales from $0 to $100,000 within 2 years, serving as Sales Executive and CFO
• Created and developed the company’s sales strategy, financial targets, and led the accounting and tax payment processes.
• Designed and launched the company website, developing an eCommerce platform.
• Managed a 5-person sales team that acquired 100 clients and generated $100K in revenue.
• Launched and grew a marketing and social media plan to build brand recognition.

Charlotte, NC, US

• Managed a portfolio of $1MM-3MM projects within the Mass Affluent-Preferred Services, Merrill Lynch Acquisition, and Global Wealth Investment Management Quality and Change Delivery groups
• Partnered with cross-functional project teams in the legal, risk, and marketing departments to identify project scope and goals, escalate key decisions, drive timely resolutions, and ensure project completion on time.
• Lead detailed analysis of current state business model and the development of alternatives for integration.
• Facilitated partnerships with 15,000 Merrill Lynch Financial Advisors.
• Developed a sales lead deployment process that improved client readiness across 40,000 leads for Trust Officers and Client Advisors.
• Coordinated the build of a new supervisory structure for US Trust, including 700+ associates.

Charlotte, NC, US

• Prospected for new affluent clients through individual and team efforts, and consistently exceeded quarterly and annual sales goals in mortgage lending, deposits and investments.
• Achieved Investments Champion internal designation and advised fellow Client Managers on increasing production of investment dollars.
• Researched client niches and built contact strategy around results.
• Constructed debt management strategy for clients based upon current financial statements, advocating throughout the mortgage lending process.
• Provided unmatched customer service to ensure maximum client retention to book of business worth $200MM+.

San Francisco, California, US

• Advised clients regarding retirement strategies, debt and cash management, regularly exceeding client service standards and monthly sales quotas.
• Devised a teller referral program and improved cross-sell opportunities through ongoing training.
• Trained in investment sales lending and cash management.
• Earned Series 6, 63 securities licenses and State Life and Health Insurance license.

US

• Met clients’ needs through collaboration and cross-functional efforts, providing guidance regarding debt and cash management strategies.
• Performed branch operational duties, including teller audits, staffing, and security checks.

Master Of Business Administration (Mba)

Bachelor Of Arts, Communications