Marcus Singleton Email & Phone Number

Santa Monica, California, United States

Round 2 Financial, led by Marcus Singleton, offers personalized financial solutions with over 10 years of expertise. We specialize in credit improvement, retirement planning, and tailored strategies. What sets us apart is our commitment to trust, education, and providing the same expert guidance we’d give our own families.

El Segundo, California, United States

Empowering prospective clients with comprehensive education on the benefits of converting their IRA or 401k retirement funds into physical precious metals, ensuring a secure and worry-free retirement. Explored various strategies for rolling over retirement funds to empower clients to regain control of their financial future while mitigating risk. Facilitated the transfer process for clients, assisting in converting their funds into Self-Directed IRA accounts and strategically trading cash assets for physical commodities. Achieved remarkable success, securing over $5 million in total business and closing transactions exceeding $2 million in 2023.

Torrance, Ca

Drove initiatives to enhance industry recognition for the SmartCSM SaaS platform, facilitating the transition of facilities infrastructure to the cloud for streamlined access to real-time data and as-builts. Conducted 70-85 daily outreach calls to facility managers and C-Level executives, introducing innovative facility management software aimed at optimizing operations, reducing costs, and elevating building data intelligence. Orchestrated web demonstrations and screen share meetings to showcase product efficiencies, as well as coordinated live platform demonstrations during conference-style meetings with electrical teams. Leveraged Hubspot CRM to manage ongoing deals and tasks, ensuring timely follow-up and client engagement. Achieved consistent monthly revenue generation of $15-20K through effective Zoom presentations and deal closures.

El Segundo, Ca

Utilized consultative selling techniques to promote our relational marketing system, seamlessly integrating with existing business management platforms to attract new clientele, foster client loyalty, and monitor performance metrics in real-time. Conducted targeted prospecting efforts within designated territories and industries, executing 60-75 cold calls daily to identify viable B2B prospects. Introduced our customer retention platform to individual owners, managers, and executives in human resources departments, enhancing appointment scheduling, communication services, and online marketing strategies. Orchestrated web demonstrations to showcase the software's capabilities, while coordinating virtual meetings via Go-To-Meeting, Zoom, and conference calls with key stakeholders. Leveraged Salesforce CRM to manage existing accounts, ensuring high levels of client satisfaction and retention. Consistently exceeded monthly objectives, generating over $30K in new business monthly and empowering business owners to expand their online presence.

Santa Moinca, Ca

Guided and inspired teams to surpass $1 million in annual sales revenue by fostering a culture of continuous improvement through employee development initiatives, regular coaching sessions, and engaging training meetings. Consistently achieved monthly company objectives by monitoring key performance indicators (KPIs) and contributing $4-$5K in personal sales revenue. Provided clients with in-depth guidance on credit finance systems, aiding in the creation of customized financial plans and offering essential education to support informed decision-making. Facilitated the professional growth of both existing and incoming team members, delivering comprehensive training on sales strategies and techniques to maximize performance. Cultivated strong client relationships by actively participating in real estate lending conferences and seminars, ensuring a deep understanding of industry trends and client needs.

Playa Vista

Championed a high-performing membership sales team to consistently surpass monthlyrevenue targets, achieving a recurring $4,000-$6,000 increase in new Electronic FundsTransfer (EFT) sales. Managed day-to-day operations across multiple clubs in the vibrant LosAngeles area, ensuring seamless execution of all business activities. Distinguished as the 6thtop performer in California for membership sales, consistently meeting bi-weekly salestargets. Successfully negotiated and closed employee wellness partnerships with prestigiouscorporations including Sony, IMAX, Quest Nutrition, and Wells Fargo, enhancing brandvisibility and revenue streams. Collaborated closely with the Vice President to launch LAFitness' flagship gym, demonstrating strong leadership and strategic planning skills.Recognized for outstanding performance and promoted to General Manager within six monthsof starting at entry level. Maintaining responsibilities for staff coaching, meeting coordination,and leadership presentations while overseeing club operations.