Theodore Marks Email & Phone Number

Denver, CO, US

Denver, Colorado, United States

Denver, Colorado, United States

Built robust book of business by educating clients, fund managers and financial professionals, regarding ERISA rules governing Alternative Asset transactions funded from IRA’s, through inbound and outbound calls and face to face communication.Established a company record of 648 in a single year for the number of individual IRA and individual 401K accounts.

Maximized my ability to provide potential clients with the highest level of educational information regarding self-directed IRA’s, by attending industry trainings and through copious amounts of personal research, to gain a leading-edge over all competition in the industry.Leveraged lead relationships through meticulously kept Salesforce records and.

Denver CO

Took responsibility for inadequate processing systems and provided advancements which resulted in the consolidation of documents for review and a significant reduction in the amount of time it took to review an investment.Took responsibility for receipt of funds and documentation in areas with significant backlog which resulted in the improvement from a 45.

Denver Co

• Focused on growing enrollment and class participation at JIU which was the first fully accredited online university in the U.S. offering degrees in business and education
• Maximized sales with the ability to build a relationship with perspective students.
• Responsible for calling 125 student daily.
• Increased leads through referrals and leveraging current student relations.
• Maintained an exception retention rate of personally enrolled students through program transparency and effective communication skills.

Rhinelander WI

• Featured America’s fishing and topographic lake maps, responsible for leading research gathering and enhanced sales training.
• Increased sales 40% by creating and leading training programs in multiple areas in the Midwest and Northeast.
• Through the development of relationships with fishing professionals nationwide, significantly increased product offering.
• Led research gathering to develop the most dynamic and informative fishing maps available.