Thomas Whitlow, Mba Email & Phone Number

Raleigh, Nc, Us

Raleigh, Nc, Us

Cary, North Carolina , Us

Cary, North Carolina , Us

Cary, North Carolina , Us

Annapolis, Maryland, Us

Austin, Texas, Us

Provide strategic business development and marketing support as founding sales representative for startup organization in the education industry.> Perform extensive market and industry research to identify and establish net-new education clients in competitive state markets that include California, New York, Oregon and Washington.> Collaborate with organizational founders to develop brand awareness strategies as well as secure opportunities for strategic partnerships within statewide markets as and national organizations.> Develop and implement multiple social media channels, including consumable content deliverables and promotional material, driving engagement and attendance for online events such as national webinars.> Utilize web-based applications to produce marketing prospect videos for email delivery, establishing a cohesive marketing theme and strategy to ensure alignment across social media channels.> Promote and consult with potential clients both in-person and via virtual conferences, identifying client business needs and providing product and service solutions.> Identify opportunities for process improvements, including regular review and rewrites of cold call and email scripts based on analysis of data and performance reporting.

San Diego, Ca, Us

Served as a founding sales team member solely focused on new client relationships in higher education, retail, and healthcare markets. > Drove client acquisition throughout eastern U.S. coast, collaborating with fellow team members to engage leads, develop client solutions, and overcome obstacles to secure closing. > Partnered with state organizations to develop network of professional contacts and leads pipeline. > Prepared and presented sales pitches to Fortune 500 CEOs, CFOs and other high-ranking business officials> Developed sales roadmaps and targets in collaboration with regional sales team, delivering strategic planning and progress reporting as part of national sales team recaps during QBRs.> Selected to attend multiple industry conferences and events, leading presentations while driving brand awareness and aligning company sales pitch with evolving marketing campaigns and trend research.

Cary, Nc, Us

Delivered outstanding sales performance driving strategic new client account growth throughout the California education market, focusing on public K-12 and higher education opportunities. > Achieved President’s Club recognition five times through exceeding annual sales quota, and received the Sales Achiever award four times by generating $5M+ of new business over a period of six years.> Provided support and education to prospective clients throughout the six- to eight-month sales cycle, delivering comprehensive presentations and developing product and service solutions for school district stakeholders.> Represented the company at over eight statewide conferences annually, collaborating with state educational organizations to identify opportunities and develop leads pipeline. > Collaborated with marketing department to coordinate and facilitate regional seminars, performing market and competitor research, evolving presentations and value demonstration to drive engagement with stakeholders.> Developed and implemented the first mentor program initiative at SchoolDude, providing new hire onboarding and training as well as partnering with SchoolDude application engineers to prepare educational webcasts.

Us

>Researched and prepared analysis of prospective clients including prospect profiles detailingcurrent assets, bank relationships, and professional experience and new business targetingstrategy. >Researched and developed new business opportunities for US Trust with existing client basethrough enhanced understanding of current relationships and detailed analysis of clients’needs.>Coordinate with specialists and resource centers to deliver an integrated service to clients;identify problems and resolve them in an effective and timely manner>Marketed US Trust Weekly Capital Market Outlook to both clients and professional advisers toprovide them with US Trust’s current take on the market.>Created and developed pitch books presenting US Trust’s investment strategy andcapabilities for both current

Us

>Provided a high quality of customer service by coordinating with Trust Officers to executeclient’s needs and expectations in a timely and effective manner>Responsible for the accurate administration of fiduciary accounts including compliance with allregulations, policies and procedures>Assessed specific client circumstances, including knowing the clients financial situation andextended family>Exude knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as wellas estate planning>Successful in working with centers of influence and the professional community to develop anetwork of external referral partners>Collaborated with team members to consistently deliver on UST's value proposition.>Mastered Financial systems required on a daily basis to effectively administrator variousaccounts held on U.S. Trust’s platform.

Bachelor Of Business Administration (Bba), Trust And Wealth Management

Master Of Business Administration (M.B.A.), Trust And Wealth Management