Bob Wallace, Clfp Email & Phone Number

Newport Beach, CA, US

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..
• Information Technology - Desktops, laptops, servers and tablets
• Telecommunications
• Datacom – routers, hubs, switches, networking and security appliances
• Software
• Training and Implementation Costs

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.

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

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.

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.

Bachelor Of Arts (B.A.)

Activities and Societies: Intramural Sports, National Honor Society, Soccer club, Yearbook, School Newspaper.Coursework included business.

Licensed Life, Health And Disability Agent

Clfp, Certified Lease Financing Professional

Licensed Pharmacy Technician

Post Graduate Certification In Convergent Media And Marketing, Marketing And Data Analytics

Residential Elder Administrators Certificate