Stuart Sutton Email & Phone Number

Honolulu, Hawaii, US

Responsible for servicing 700 accounts in my assigned territoryLead manager on national broker accounts providing quotes, answering invoicing questions, and ensuring on time deliver and servicing of trash bins.Brought in 5 new trash accounts weekly through cold calling, canvassing and networking

• Sold Personal Protective Equipment to hospitals, first responders, and government agencies via our online e-commerce platform
• Increased sales by an average of $70,000 per month

Kirkland, Washington, US

• Responsible for introducing and selling a new QR based ordering and payment platform to Hawaii Restaurants to increase their bottom-line sales by saving costs, improving table turnover, and increasing check size.
• Installed CHEQ with two national chain which helped to reduce staffing by 15% and increased average check size by 25%.
• Created an electronic menu for multiple restaurants in an indoor mall so customers could order at their favorite restaurant while shopping without having to wait in-line to order and pay.
• Partnered with the Hawaii Restaurant Association to introduce our new technology to independent restaurant operators to assist them during the pandemic by mitigating labor shortages safely and efficiently.

• Responsible for making initial interviews to individuals that tested positive for COVID 19 to collect infection history data and provide isolation recommendations while persons are contagious.
• Helped develop and manage a team of COVID 19 tracers to monitor symptoms of infected individuals daily during self-isolation. Also rendering informational resources for financial and food assistance programs to.

Oklahoma City, Oklahoma, US

• Provided digital invoicing solutions to medical practices to help reduce healthcare costs, increase revenues, and create a convenient way for patients to pay bills
• Partnered with software providers in the senior care market to distribute eCommerce solutions to facilities across the country
• Introduced merchants’ new restaurant point of sale systems to reach a new demographic of customers via online takeout ordering

New York, NY, US

• Prepared financial plans and managed financial assets for 300 clients, developing professional relationships and comprising $60 million in assets.
• RICP Certification: Instituted new retirement income planning products to emerging demographic of retirees (baby boomers) increasing revenue and enabling clients to create more sustainable income strategies and.
• Utilized goal based planning and Monte Carlo outcome simulations to best align investments with personalized client retirement needs, creating sustained coverage and relationships over a client’s lifetime.
• Implemented a defined servicing model that monitored individual progress toward retirement goals leading to better client satisfaction and referrals.
• Sold financial investment instruments and retirement income products including bonds, immediate and deferred annuities, mutual funds, closed end funds, ETFs.
• Identified and cross sold health and life products for asset protection including long term care plans, life insurance with health riders.

US

• Provided superior customer service as the primary point of contact for high income and high net worth clientele
• Consistently ranked in top 3 of over 100 consultants in loans closed monthly
• Collaborated closely with a team of sales representatives, processors, closers, real estate agents, and title companies to meet end goal of funding loan
• Specialized in selling non-conforming ARM mortgages
• Managed sales training for new mortgage consultants

Bsba, Finance & Management

High School Diploma