Ted Westhelle

Maplewood, NJ ***** · ac8x1t@r.postjobfree.com · 973-***-****

http://careerwebfolio.com/tedwesthelle/

Business Development Executive: Financial Technology / Services

Generating Leads, Pipeline, & Revenue Growth for Financial Products & Solutions

EXECUTIVE SUMMARY

CORE COMPETENCIES

Business Development

P&L Activity & Accountability

Peer Leadership

Lead Generation

Financial Acumen

Trusted Advisor

Product Development

Business Development executive focused on financial technology / services and marketing and sales initiative leadership within large and boutique financial firms. Forged strong relationships and managed relationship teams to accelerate the sale of diverse financial products.

Selling Financial Products by Developing Relationships

Involved in product improvement, financial technology, sales strategy optimization, and extensive pipeline and revenue development. Exposed to diverse customers; worked well with traditional and alternative financial products. Built strong clientele in institutional research-sales, financial planning, and private banking.

PROFESSIONAL EXPERIENCE

CHARGACARD New York, NY

P2P payment processing network capitalizing on emerging blockchain and cryptocurrency technologies with payment solutions and next generation mobile applications monetizing the blockchain ecosystem.

Business Development Consultant 2017 - Present

Driving market research, product development, marketing and sales tactics for an innovative payment platform. Identifying platform utility and target customer verticals with greatest revenue potential and building a robust pipeline. Partnering with point-of-sale providers for integration of a branded mobile application.

$5 million to $20 million in revenues and 100+% customer / income growth projected via rapid build of comprehensive sales pipeline including an Am Law 100 firm, numerous family law practices, one of New Jersey's largest diversified medical practices, and a leader in team sports management applications.

Established the foundation to sell and market a unique payment platform to businesses by defining three core product uses including debt collection, recurring billing, purchase financing as well as through comprehensive market research determining the most receptive business sectors.

Improved platform user experience (UX) by gathering constructive feedback, testing interfaces, and collaborating with engineers and designers to implement numerous changes.

Strengthened business development strategy and processes by mentoring a growing sales team, training new hires on product and messaging, maintaining accountability with daily reviews and weekly retrospectives, and working closely with company founders.

TORCH New York, NY

Torch™ is the intelligence and communications platform for mission-driven organizations.

Business Development Consultant 2018 – Present

Analyzing addressable markets to forecast growth potential and fine-tune business development strategy. Refining marketing and pitch decks. Implementing Salesforce utilization. Executing systematic outreach to new prospective customers and investors.

US TRUST New York, NY

Specialist in the complex financial needs of wealthy individuals and families for more than 200 years.

Senior Vice President, Private Client Advisor 2014 – 2017

Educated prospects on financing solutions, banking, custody services, estate planning, and trust and investment management. Managed a private banking team including portfolio managers, a trust officer, a planner, a lending specialist, and an administrative assistant.

$25 million in credit and $20 million in assets realized by securing the introduction of five new family relationships to meet aggressive production goals.

$14 million HNW relationship purloined from key private banking competitor by virtue of pleasant persistence for more than two years, consistently courting the prospect / family and taking advantage of all opportunities to demonstrate the superior capabilities of the team and firm.

$10 million to $15 million of incremental credit business generated via internal introductions to existing clients by guiding meetings, discovering opportunities, and closing deals.

$9 million credit deal attained with a new client by marketing lending capabilities to a self-created database of CRE mortgage brokers, precipitating colleague education on this new marketing channel.

50 new leads produced weekly by driving lead generation investment, coaching dedicated staff to leverage external / internal information sources such as social media, publications, and data providers while helping develop lead criteria and a lead allocation system.

NORTHWESTERN MUTUAL New York, NY

Provider of life insurance, disability income, and long-term care insurance, annuities, investments, and investment advisory products and services with revenues exceeding $28 billion.

Financial Advisor 2012 – 2014

Built a comprehensive financial advisory practice spanning insurance, investments, and estate planning.

$200,000 in first year income earned while bringing in 40 new client relationships and receiving recognition as the number one New York City producer and a top 20 producer in the United States.

100 fresh leads generated each week by creating a system to continually feed the call list from information in local publications, alumni websites, social media, and a subscription data provider.

50 to 100 outgoing prospecting calls made and three to five prospect meetings hosted daily, producing exceptional pipeline and revenue growth.

KEEFE, BRUYETTE & WOODS (KBW) New York, NY

Full-service, boutique investment bank and broker-dealer providing investors and financial services companies with research, equity sales and trading, capital raising, and strategic advisory services.

Vice President 2005 – 2011

Serviced hedge and mutual fund portfolio managers and analysts. Covered accounts primarily on the east coast and within the New York City area.

$5 million+ revenue stream created from scratch in three years by providing investment ideas and information to hedge and mutual fund investors.

Developed expertise on the European sovereign debt and banking crises, stayed informed on developments, and prepared sector / stock analyses widely followed by institutional investors.

Assimilated comprehensive knowledge on the European Exchanges following extensive analyst and management roadshows, evolved as a resource for colleagues and investors, boosted KBW's reputation as a thought-leader in the space, and generated hundreds of thousands of trading commission dollars.

Leveraged KBW's relationships to secure corporate roadshows and to organize / host bi-annual investor trips to meet managements at European headquarters.

40 new paying clients brought into the firm by introducing new European financial equity research product to the North American institutional investor base.

EDUCATION & PROFESSIONAL DEVELOPMENT

Bachelor of Science in Environmental Science & Public Policy

Harvard University

Series 7, 63, 65 Licenses, FINRA

Life, Health, and Annuities License

Advanced World Class Credit, US Trust

Wharton Accelerating Growth Program, Executive Education

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