Customer Service Sales

RICHARD PEREZ

**** **** **** **, *******, NY ****2 C: 917-***-**** *****.***@*****.***

Summary

Focused and results driven sales professional with deep financial services background and almost 20 years

demonstrated success in highly challenging environments. Exceptional leadership ability and relationship

development skills. Tenacious in building new business, securing customer loyalty and forging strong

relationships with external business partners.

Experience

Senior Business Development Manager 10/2014 to 05/2017

Agera Energy LLC Briarcliff Manor, NY

Assist Commercial & Industrial end users with their energy management and procurement strategies, by

helping them manage their energy costs and consumption for single or multiple locations.

Trailing 12 months production of approximately 11mm kWh of Electricity and 200K therms of Natural Gas

sold in the NY/NJ/CT and PA territories.

Responsible for all aspects of sales prospecting, including: research, competitive analysis, lead

generation, networking, proposal writing, presentations, site visits, managing channel partnerships, and

deal closings for C&I electricity and natural gas deals.

Prospect C-level Executives, Directors, Property/Facility Managers within all the deregulated energy

markets in the US

Participate in various trade shows and networking events specific to the target marketplace.

Develop and manage new and existing agents into Agera Energy's channel partner program.

Regional Sales Director 08/2013 to 09/2014

Sterling Infosystems Inc. New York, NY

As a member of the SMB group I specifically worked with organizations in the retail, transportation and

hospitality verticals.

Worked tirelessly with HR stakeholders to reduce both their background screening program's Total Cost of

Ownership and Administrative Burden while increasing the level of risk they could mitigate by utilizing the

Sterling platform.

Ensured that all escalated customer service problems, client product issues and technical requirements

were all quickly handled and resolved.

Visited customer locations to provide full in depth demonstrations to all program stakeholders. Provided

additional training to stakeholders as well as new users by conducting webinars to demonstrate software

capabilities.

VP Investments 06/2004 to 01/2013

National Securities Corporation New York City

Accountable for developing and cultivating relationships with super high net worth C level executives

based primarily in the US and UK.

Member of Presidents Club in 2007 generating approximately $600K in gross commissions.

Asset gatherer of the year in 2006 - raising approximately $12 Million for various alternative investments in

the Real Estate and Healthcare sectors.

Executed agency and principle transactions on clients behalf that were aligned with individual objectives,

firms trading policies and FINRA compliance.

Optimized D&B, Capital IQ, and Zoominfo's premium platform personally generating all leads and

prospects.

Senior Financial Consultant 08/2002 to 06/2004

Joseph Stevens & Co Inc. New York, NY

Managed a $20,000,000 book of transactional business and recognized as a top producing rep in 2003

with over $700K in gross commissions.

Established relationships with various colleges and universities in the New York City metro area to offer

students internship opportunities as well as potential sponsorship.

Specialized primarily in the areas of Energy and Healthcare - specifically the E&P sector, MLP's and late

developmental stage drug companies.

Senior Investment Advisor 06/2001 to 08/2002

National Securities Corporation New York, NY

Established approximately 100 new accounts in a little over a year through successful client and prospect

development.

Supervised and trained a staff of multiple cold callers and new account openers.

Contributed significantly to helping grow revenues in the early stage development of branch office.

Scheduled an average of 20 appointments per month with high net worth individuals in New York City area.

Financial Consultant 10/1998 to 06/2001

Joseph Gunnar & Co. LLC New York, NY

Managed a portfolio of approximately $25,000,000 generating over $1,000,000 in gross

commissions in 2000

Grew customer from zero accounts to approximately 200 in under two years.

Played a critical role in marketing young boutique firm and significantly broadening company exposure.

Provided customized one-on-one investment advisory services to each client utilizing complete menu of

services such as US Equities, Fixed Income products, Mutual Funds, Govt. and Corporate Bonds.

Established new selling agreement relationships with top mutual fund issuers and designed platform using

successful strategies for high net worth investors.

Education

Finance and Accounting

Baruch College - CUNY New York, NY, USA

Attended between 1994-1996 and left in good standing to pursue Investment Advisory career with fast growing

Wall Street based broker-dealer.

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