Sales Financial Services

J. BRANDON ROBERTS

**** ****** ***** ****, ****** Mound, TX 75028 Home: 931-***-**** *.*******.*******@*****.***

SUMMARY

I am a winner. I persevere to solve problems, overcome obstacles, and create results. I perform

best in fast-paced and ambiguous situations, and I thrive on challenge.

My motivational and collaborative leadership style, as well as my fact -based decision making

approach, creates a loyal workforce that goes the extra mile to achieve top -tier results.

EXPERIENCE

2014-Present ACTIVE Network Dallas, TX

Director of Operations and Analysis

Coordinated the activities of cross-functional teams within a matrix organization to align

and prioritize actions to meet corporate strategic goals, resulting in improved

communication, more efficient resource use, greater revenue, and less client attrition.

Identified and implemented enhancements to the sales process that is expected to

improve accuracy and timeliness of key metric measurements, reduce the administrative

burden of sales and data analysis, and allow executives to make more informed decisions.

Analyzed client accounts and historic sales and revenue data to identify common traits of

customers in order to forecast the timing and volume of revenue and to develop tiered

product offerings for buyer segments, resulting in more accurate revenue predictions,

better commission payout structu res, and more targeted sales.

Planned and coordinated the research activities of international market analysts in order

to identify and prioritize countries for global sales expansion, resulting in targeted

international growth and better sales conversion rates.

2012 – 2013 EMERGE FINANCIAL WELLNESS Nashville, TN

Strategy and Operations Intern

Examined consumer trends and identified the target market. Authored and executed the

corporate marketing strategy, resulting in rapid growth and market penetration.

Conducted financial due diligence and valuation on acquisition targets. Created pro for ma

financial models and presented recommendations to the CEO, resulting in a multi-million

dollar acquisition that expanded product capabilities and revenue potential.

2009 – 2012 FIRST COMMAND FINANCIAL SERVICES Clarksville, TN

Financial Advisor

Conducted client-specific financial analyses, created asset allocation proposals, and

recommended investments to reduce financial risk and expenses, and increase savings.

Developed content for financial seminars and presented at over 50 sales events to over

1,000 prospects, directly impacting new sales and revenue for the business.

2004 – 2007 UNITED STATES ARMY Ft. Hood, TX

Army Officer

Volunteered to attend special operations training and become an Army Ranger. Refined

leadership techniques to motivate others to accomplish tasks regardless of the obstacles.

Coordinated and led over 300 patrols, convoys, and combat operations in Afghanistan by

conducting detailed analysis of the environment, competition, resources, and situation.

Designed and implemented the long-term defense strategy of a military facility that

housed hundreds of people and billions of dollars of equipment by analyzing the risk

factors and available resources, resulting in no loss of American lives or property.

EDUCATION

VANDERBILT UNIVERSITY

OWEN GRADUATE SCHOOL OF MANAGEMENT

Master of Business Administration (MBA), 3.48 GPA

Strategy and Operations

THE AMERICAN COLLEGE OF FINANCIAL SERVICES

Master of Science in Financial Services (MSFS), 3.42 GPA

PROFESSIONAL AFFILIATIONS

2015 – Present DALLAS BUSINESS CLUB Dallas, TX

Board Member

ADDITIONAL Army Ranger

Proficient with regression analysis and statistical software

Certified Financial Planner (CFP®)

Secret Security Clearance

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