Wesley W. Terrell
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Wesley W. Terrell Email & Phone Number

Location: San Francisco Bay Area, United States, United States 10 work roles 1 school
1 work email found @sageintacct.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@sageintacct.com
LinkedIn Profile matched
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Role
Mortgage Loan Officer
Location
San Francisco Bay Area, United States, United States
Company size

Who is Wesley W. Terrell? Overview

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Quick answer

Wesley W. Terrell is listed as Mortgage Loan Officer at Synergy One Lending, Inc. NMLS #1907235, a company with 856 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at sageintacct.com and a matched LinkedIn profile for Wesley W. Terrell.

Wesley W. Terrell previously worked as Corporate Account Manager - Emerging at Sage Intacct, Inc. and Sales Development Representative - Outbound at Sage Intacct, Inc.. Wesley W. Terrell holds B.S. Agricultural & Managerial Economics - Cum Laude, Accounting And Business/Management from University Of California, Davis.

Company email context

Email format at Synergy One Lending, Inc. NMLS #1907235

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{first_initial}{last}@sageintacct.com
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AeroLeads found 1 current-domain work email signal for Wesley W. Terrell. Compare company email patterns before reaching out.

Profile bio

About Wesley W. Terrell

PROFESSIONAL PROFILE: (wwterrell86@gmail.com) Entrepreneurial, over-achieving sales executive proficient at identifying, strategizing, and capitalizing on lucrative business opportunities while driving revenue growth within a dynamic business environment. Multifaceted able to master new technology, demonstrate sound judgment along with financial acumen, and solve problems creatively applying critical thinking. Strong collaboration and relational skills, able to function successfully in a team environment or contribute independently without much supervision. Leadership - Decisive company or team leader adept at creating effective training programs. Extensive experience recruiting, hiring, and developing talent into high performance sales professionals. Account Management - Hands-on manager with highly developed negotiation skills and experience cultivating strategic business partnerships with a proven track record of closed sales and client satisfaction. Equally strong in budgeting, forecasting, articulating ROI and producing accurate and timely financial reports for periodic reviews with senior management. Demand Generation – Proven ability to generate new leads augmenting an active pipeline continuously updating CRM databases based on opportunity assessments. Solid background in building strategic messaging and executing sales plans leveraging current market trends and research. Business Acumen – Persuasive communicator with strong written/verbal skills, meticulous, organized, and ethical. Well developed consultative presentation style and solution selling techniques. Dignified, responsible, and able to interact in alignment with core company values maintaining positive internal and external relationships. EDUCATION & ACHIEVEMENTS:

Listed skills include Sales Operations, Selling, Sales, Marketing, and 7 others.

Current workplace

Wesley W. Terrell's current company

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Synergy One Lending, Inc. NMLS #1907235
Synergy One Lending, Inc. Nmls #1907235
Mortgage Loan Officer
California, United States
Website
Employees
856
AeroLeads page
10 roles · 26 years

Wesley W. Terrell work experience

A career timeline built from the work history available for this profile.

Corporate Account Manager - Emerging

Current

San Jose, California, United States

FY'2021 - 111% Quota Attainment

Apr 2021 - Present

Sales Development Representative - Outbound

San Jose, California, United States

  • Best-In-Class cloud accounting and financial management software provider. Helping passionate financial leaders transform their organizations through process automation and delivering real-time financial reports for.
  • FY’2021 – 124% Quota Attainment
  • Responsible for strategically developing new sales opportunities by identifying, cold calling, and engaging in high-level conversations with finance leaders conveying our unique value proposition.
2020 - Apr 2021

Certified Personal Finance Consultant

Current
Transform Financial

Silicon Valley, California, United States

  • Transform Financial is a personal financial consulting business that cultivates the financial literacy of our clients through comprehensive coaching that prioritizes their unique financial situation. We work with adult.
  • With comprehensive coaching that is tailored to each client's unique situation, we examine pre-existing financial habits, relationships with money, & personal goals. After completing a client's financial profile, an.
  • The cornerstone of our ethical standards is our fiduciary responsibility to our clients, so we will always act with each client’s best interest in mind. It is imperative to note that we don't offer or sell any.
2020 - Present ~6 yrs 4 mos

Partner Account Executive

Campbell, CA

  • Silicon Valley based start-up acclaimed as a merchant services leader in credit card processing, POS, and tailored software integrations for businesses nationwide.
  • Research and understand customer business challenges tying them to associated value propositions and how our services generate significant ROI
  • Forecast sales revenue attainment while utilizing CRM to provide timely and accurate activity tracking and status updates
  • Conduct discovery conversations with mid-level and senior executives to address unique business needs pertaining to invoicing tools, software integrations, mobile solutions, and implementing new hardware technology.
  • Participate in full client life-cycle: proposal creation, application, sales support, customer service, risk mitigation, and retention
2019 - 2020 ~1 yr

Business Owner

Morgan Hill, CA

  • Specialized fitness center offering a kickboxing fitness program consisting of a proprietary system of nine challenging workout stations that change daily.
  • Performed daily outbound prospecting to secure new appointments from inbound leads.
  • Guided prospects through trial workouts, conducted pricing presentations handling all objections, and finalized new member sales process within Club Ready software.
  • Displayed digital presence and technical proficiency in social media advertising to expand community awareness of sales campaigns and promotions.
  • Recruited, hired, and on-boarded trainers cultivating them into high-achieving sales people.
2015 - 2019 ~4 yrs

Territory Account Manager

San Francisco Bay Area

  • Responsible for selling orthopedic durable medical equipment and post-operative medical devices for patient rehabilitation to sports medicine doctors, institutional customers, and other specialty clinics. Dissected.
  • Region exceeded quota in 2012, 2013, 2014 YTD.
  • Confirmed knowledge of a process for leading a large territory, including demand generation, partner development, forecasting, quota attainment, short-term/ mid-term/ long term opportunity management.
2013 - 2015 ~2 yrs

Full-Line Sales Associate

San Francisco Bay Area

  • Sold intramedullary titanium nails, stainless steel plates, and cannulated screws for fracture reductions to orthopedic surgeons, Level 1 trauma centers, and other clinical environments. Upsold and leveraged new.
  • Converted 2 new orthopedic surgeons.
  • Created medical device demos for doctors, physicians assistants, and operating room personnel.
2011 - 2013 ~2 yrs

Real Estate Sales Professional

San Jose, CA

  • Sold residential, commercial, & multi-residential real estate to homeowners and investors.
  • Conducted detailed research and comparative analysis of a property’s value based on market conditions presenting pricing model to property owners.
  • Sourced new prospects and facilitated customer discovery by performing targeted outbound contacts within a geographic area enhancing my active pipeline.
  • Effectively qualified leads, assessed prospects needs, and progressed a deal through the sales cycle managing the entire process from inception to close.
  • Managed new agents in inaugural coaching program formulating business development plans assisting them with securing new deals.
2002 - 2010 ~8 yrs

Financial Analyst

Redwood City, CA

  • Facilitated the coordination, development, and execution of the annual plan for the $75M Customer Care Division.
  • Partnered with AT&T to address network infrastructure reliability issues resulting in quarterly savings of $5M.
  • Validated Tier 1 & 2 cost per subscriber models achieving quarterly revenue growth of $250K.
2000 - 2002 ~2 yrs
Team & coworkers

Colleagues at Synergy One Lending, Inc. NMLS #1907235

Other employees you can reach at sageintacct.com. View company contacts for 856 employees →

1 education record

Wesley W. Terrell education

FAQ

Frequently asked questions about Wesley W. Terrell

Quick answers generated from the profile data available on this page.

What company does Wesley W. Terrell work for?

Wesley W. Terrell works for Synergy One Lending, Inc. NMLS #1907235.

What is Wesley W. Terrell's role at Synergy One Lending, Inc. NMLS #1907235?

Wesley W. Terrell is listed as Mortgage Loan Officer at Synergy One Lending, Inc. NMLS #1907235.

What is Wesley W. Terrell's email address?

AeroLeads has found 1 work email signal at @sageintacct.com for Wesley W. Terrell at Synergy One Lending, Inc. NMLS #1907235.

Where is Wesley W. Terrell based?

Wesley W. Terrell is based in San Francisco Bay Area, United States, United States while working with Synergy One Lending, Inc. NMLS #1907235.

What companies has Wesley W. Terrell worked for?

Wesley W. Terrell has worked for Synergy One Lending, Inc. Nmls #1907235, Sage Intacct, Inc., Transform Financial, 360 Payments - Credit Card Payments, and 9Round Kickboxing Fitness.

Who are Wesley W. Terrell's colleagues at Synergy One Lending, Inc. NMLS #1907235?

Wesley W. Terrell's colleagues at Synergy One Lending, Inc. NMLS #1907235 include Tony Rose, Francois Nguyen, Prerna Sharma, Alyssa Chen, and Darith Im.

How can I contact Wesley W. Terrell?

You can use AeroLeads to view verified contact signals for Wesley W. Terrell at Synergy One Lending, Inc. NMLS #1907235, including work email, phone, and LinkedIn data when available.

What schools did Wesley W. Terrell attend?

Wesley W. Terrell holds B.S. Agricultural & Managerial Economics - Cum Laude, Accounting And Business/Management from University Of California, Davis.

What skills is Wesley W. Terrell known for?

Wesley W. Terrell is listed with skills including Sales Operations, Selling, Sales, Marketing, Management, Direct Sales, Strategic Partnerships, and Leadership.

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