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 opened by a single Business Development Specialist working remotely while navigating the pandemic.Managed the overall client experience coordinating work flow processes with multiple back office teams through our Salesforce technology, im’s and emails and in person collaboration, to ensure an efficient onboarding process, making sure new accounts are set up within 24 hours, cash transfers are processed and cash is received within 3 to 5 business days, and client investments funded within a two-week timeframe.Provide white glove service by walking clients through the application process, guiding them through our transfer and investment paperwork, and providing open lines of communication through every step of the investment process.

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 promptly followed up with leads, to increase monthly accounts opened, resulting in the highest number of accounts per month for Business Development Specialist.Collaborated with multiple back office teams to maintain the overall satisfaction of the client experience; to increase client referral potential through open lines of communication and well executed documents.Fielded complex client service calls to ensure an overall positive client experience was sustained and to mitigate any damage to the organization’s reputation.

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 day to a 14-day processing timeframe and an improvement in audit scores relative to legal requirements.Assigned to oversee a newly created Private Equity Asset Maintenance Team in order to implement and enhance new technology to provide processing efficiency as well as leading the team in the implementation of this new technology which included enhancements to maintaining up to date accounts for clients.

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.