Stephen Kohn Email & Phone Number

San Francisco, California, United States

Evanston, Illiniois

• Responsible for creating new plans for profits, and sales workflows
• Reported to the executive team on revenue, and other key metrics on a daily basis
• Collaborated regularly with upper management to brainstorm solutions for customers while evaluating current products and services
• Accountable for customer inquiries for issue resolution, in addition to build relationships
• Collaborated with cross-functional teams for issue resolution to ensure customer service excellence
• Assisted in the mergers of LiveWatch securities LLC to the Brinks Security company. Responsibilities included: Financial analysis, and asset management

Oakbrook, Illinois

• Created, and retained a customer portfolio that made over 200,000 dollars since march 2017
• Earned opportunities to be in future Nordstrom leaders in the retail department
• Performed in-store customer recruitment, and sales engagement of business and formal apparel for Nordstrom that generates revenue of $1.29B annually
• Coached new employees about the products, and services offered in each department in men’s clothing.
• Acted for new Nordstrom application for Apple and Android platforms

Burr Ridge

• First point of contact for MB Financial, who efficiently provided all available options to customers who preferred face-to-face interaction. Interacted with 200 customers daily.
• Provided financial support for clients, and consulted with any issues with consumer, and business accounts.
• Organically grew customer relationships and new business engagement by proactively consulting and cross-selling products and services
• Educated customers about MB Financial Bank's sales and service delivery options and recommended appropriate products for customers
• Met 89% of Monthly Sales objectives including 15 consecutive periods creating over $6M portfolio containing Money-Market accounts, Certificate of deposit, trust accounts, and consumer loans as well.
• Made sure that all accounts where up to regulatory standards, and all confidential information was used properly at account opening

Oak Brook

• Awarded top seller twice and grew career sales totaling $20,000+
• Lead generated through business plans, client referrals and cold calling
• Coached New Hires about the products we offered, and how to effectively create client engagement
• Collaborated in facilitating weekly team meetings & revenue reports with management

Bachelor'S Degree, Finance, General, Graduate

Activities and Societies: - Student Finance Association

Education record