Bob Wallace, Clfp

Bob Wallace, Clfp Email and Phone Number

Senor VP Portfolio and Remarketing @ CoreTech
Newport Beach, CA, US
Bob Wallace, Clfp's Location
Newport Beach, California, United States, United States
About Bob Wallace, Clfp

Certified Lease & Finance Professional with over fifteen years' experience in lease portfolio management, pricing, account management, credit analysis, refinancing and restructuring of equipment leases, sales of off-lease equipment, mentoring individuals and managing teams.• Achieved 275% of annual quota at a Fortune 25 company. • Increased sales 37% and 93% in last two years in Southern California territory.• Ranked in Top 10% of sales professionals on a nationwide basis at a Fortune 21 corporation.• Hired and trained over 55 new college graduates in prospecting, solutions based selling, customer service and negotiation.• Collaborative team player with a 97% quality, compliance and customer service rating on over 800 transactions.• Closed 44 individual new accounts of between $450,000 and $750,000 in a year, a company record.Specialties: • Portfolio Management• Customer Service• Solutions based selling• Marketing• Employee development• Structuring and Pricing• Refinancing and customized solutions• Credit and financial statement analysis• Needs analysis• New market penetration• Sales program development• Consultative Selling• Business Strategy• Benefit Plan Design• Training

Bob Wallace, Clfp's Current Company Details
CoreTech

Coretech

View
Senor VP Portfolio and Remarketing
Newport Beach, CA, US
Employees:
42
Bob Wallace, Clfp Work Experience Details
  • Coretech
    Senor Vp Portfolio And Remarketing
    Coretech
    Newport Beach, Ca, Us
  • Coretech
    Senor Vp Portfolio & Remarketing
    Coretech Feb 2022 - Present
  • Coretech Leasing, Inc.
    National Account Manager Portfolio
    Coretech Leasing, Inc. Dec 2013 - Feb 2022
    Orange County, California Area
    Experience includes portfolio management, direct sales, managing teams, equipment lifecycle management, broker relations, refinancing and rewriting leases to meet customer needs, equipment sales and remarketing. Equipment that CoreTech leases includes technology of all types such as: • Information Technology - Desktops, laptops, servers and tablets• Telecommunications • Datacom – routers, hubs, switches, networking and security appliances• Software• Training and Implementation Costs • Pre-paid Maintenance Contracts• Storage Area Networks (SAN)• Phone Systems• Print and Copy Management SystemsIn healthcare we lease -• Imaging Equipment and Radiography• Pharmacy Automation• Patient Monitoring• Surgical and Laparoscopic equipment• Laboratory• Infusion and Patient Care• Video Conferencing and Telemedicine • Maintenance Equipment • Medical device manufacturing, prototyping and validation We also lease and finance - • Process Control and Inventory Management Systems • Material Handling• Manufacturing equipment - all types including semiconductor and machine tools • Test equipment• Transportation Expertise includes managing portfolios, developing and training sales and administrative personnel, pricing and structuring transactions, credit analysis, negotiating contracts, writing and implementing policies and procedures. Technologically proficient with experience managing vendor relationships, end of lease sales of equipment, lines of credit, lease rewrites and refinancing.At CoreTech we help people make the best leasing decision for their company, regardless of equipment type or vendor. Our go to market is our Full Disclosure Leasing Process, where we provide customers with a great rate and our proprietary tools and expertise to analyze our competitors’ terms and conditions to ensure they are making a decision in their organization’s best interests with the lowest overall Total Cost of Ownership (TCO).
  • Cornerstone Records Management, An Iron Mountain Company
    Senior Account Executive
    Cornerstone Records Management, An Iron Mountain Company 2012 - 2013
    Greater Los Angeles Area
    Sold records management and data security services to hospitals, medical practices, financial companies and law firms for this company, a wholly-owned business unit of Iron Mountain.• Provided HIPAA compliant storage, back-up and rotation for digital records with 24 hour a day, 7 day a week service. • Secure, compliant destruction of storage media. • Sold Records Systems Design and Planning Services.• Provided outstanding customer service in all phases of sales process from design, proposal, on-boarding, security and compliance with HIPAA, Joint Commission and Quality Regulations.• Sold Disaster Recovery Planning and Implementation.• Twice in one year year on-boarded two largest new business accounts in a single quarter.
  • Trinet
    Regional Sales Consultant
    Trinet 2011 - 2012
    Irvine, Ca
    Sold outsourced Human Resources services to emerging, growth-oriented companies in a SaaS model. Specialized in high tech, medical device and non-for-profit organizations.• Won company wide sales contest for the most new accounts generated through the use of social media.• Sold Employee benefits including health, dental, vision and wellness.• Risk Management and Worker's Compensation• Payroll Services• Human Capital Consulting• Time and Attendance Reporting• Cafeteria 125 Plans• Best in Class 401K plan• Kept customers up to date on Human Resources compliance and reporting
  • Unitedhealthcare
    Senior Portfolio Sales Specialist
    Unitedhealthcare 2009 - 2011
    Santa Ana, Ca
    Licensed Sales Professional specializing in company's healthcare products. • Promoted to Senior Portfolio Sales position after eight months based upon sales performance and overall effectiveness. • Achieved 275% of quota and exceeded goals for compliance, quality, customer service and efficiency. • Ranked in top 10% of salespeople nationwide.• Consistently exceeded sales quotas while maintaining compliance with both State and Federal regulations while providing excellent customer follow through leading to increased customer retention.• Received performance based quarterly bonuses.
  • Relational Technologies Solutions
    National Account Manager
    Relational Technologies Solutions 2005 - 2009
    Irvine, Ca
    • Successfully sold equipment sourcing, leasing, life cycle management and disposition services. • Specialized in healthcare and technology equipment for hospitals, middle market companies, medical practice groups and non-profits based in SoCal and the western US. • Developed business through referrals, vendor relationships, volunteer service serving in professional and industry associations. • Established vendor and medical practice referral network.• Identified needs with consultative selling -highlighting customer-centric solutions. • Increased market share 93% and 37% in most recent two years through up-selling and new account generation.

Bob Wallace, Clfp Skills

Sales Training Solution Selling Sales Management Marketing Contract Negotiation New Business Development Customer Service Salesforce.com Saas Customer Retention Coaching Social Media Entrepreneurship Microsoft Office Healthcare Selling Skills Health Insurance Accounting Financial Analysis Credit Analysis Microsoft Word Digital Media Microsoft Excel Adobe Creative Suite Adobe Acrobat Medicare Microsoft Crm Dreamweaver Medical Equipment Contract Negotiations Return On Investment Asset Based Lending Vendor Finance Gps Financial Planning Rx Act Dale Carnegie Sales Training Net Present Value Internal Rate Of Return Equipment Finance Product Life Cycle Management Convergent Media Richardson Sales Training Brian Tracy Sales Training Tony Robbins Sales Training Data Communication Bconnect

Bob Wallace, Clfp Education Details

  • Wartburg College
    Bachelor Of Arts (B.A.)
  • California Department Of Insurance
    California Department Of Insurance
    Licensed Life, Health And Disability Agent
  • Certified Lease & Finance Professional Foundation
    Certified Lease & Finance Professional Foundation
    Certified Lease Financing Professional
  • California State Board Of Pharmacy
    California State Board Of Pharmacy
    Licensed Pharmacy Technician
  • Uc Irvine
    Marketing And Data Analytics
  • California Department Of Social Services
    California Department Of Social Services
    Residential Elder Administrators Certificate

Frequently Asked Questions about Bob Wallace, Clfp

What company does Bob Wallace, Clfp work for?

Bob Wallace, Clfp works for Coretech

What is Bob Wallace, Clfp's role at the current company?

Bob Wallace, Clfp's current role is Senor VP Portfolio and Remarketing.

What is Bob Wallace, Clfp's email address?

Bob Wallace, Clfp's email address is rc****@****hoo.com

What is Bob Wallace, Clfp's direct phone number?

Bob Wallace, Clfp's direct phone number is +194926*****

What schools did Bob Wallace, Clfp attend?

Bob Wallace, Clfp attended Wartburg College, California Department Of Insurance, Certified Lease & Finance Professional Foundation, California State Board Of Pharmacy, Uc Irvine, California Department Of Social Services.

What skills is Bob Wallace, Clfp known for?

Bob Wallace, Clfp has skills like Sales, Training, Solution Selling, Sales Management, Marketing, Contract Negotiation, New Business Development, Customer Service, Salesforce.com, Saas, Customer Retention, Coaching.

Who are Bob Wallace, Clfp's colleagues?

Bob Wallace, Clfp's colleagues are Cathy Mcpeake, Debbie Campbell, Bill Pitcairn, Jesse Bendak, Amy Hall, Clfp, Laura Cook, Daniel Eyal.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.