Alan M. Welty III

**** **** **** ***** ***********, CO 80020 720-***-**** ad28h6@r.postjobfree.com

Objective

·Apply my considerable competencies in sales, management, relationship and team building for a company that supports and challenges me.

Competencies

MANAGEMENT

·Managed a 4-person hybrid inside sales, order, and inventory management team as well as a 4-person remote outside new account acquisition sales team.

·Managed corporate relationship between Prudential and Coldwell Banker for the state of Colorado. I managed 13 offices and 1500 agents to provide a suite of financial solutions to the agents. Grew it from 4 clients to over 100 clients and $15MM in business

·Asset Managed, Property Managed and managed finances, lease negotiations and capital improvements for properties.

·Built a team of 6 agencies and 16 team members to create a multi-million-dollar book of business in 4 years

·Mastered multiple processes and software programs to facilitate identifying, acquiring, and closing business

·Managed a real estate company that held over $8,000,000 in commercial real estate.

SALES

·Brought in over $1,400,000 in rollovers, 75 life policies and 65 SEP IRAs within first year.

·Identified and implemented retirement solutions to individuals and companies

·Brought in $2,000,000 in rollovers & transfers within first 6 months

·Identified opportunities and sold over 400 life policies for individuals

·Identified opportunities and sold many policies to fund Buy-Sell Agreements and other business strategies

·Created strategic plans for multiple clients and successfully sold millions in investments and annuities

COMMUNICATION

·Comfortable with multiple software packages used for communication with remote sales teams.

·Spoken numerous times for various national seminars (up to 200 people)

·Consultative guidance in my approach with clients & an active listener that incorporates solutions into conversations

·Provide guidance in person & over the phone to a variety of clients from many economic levels, situations & strategies

· Work well as a member of a team, as a team leader or as a solo contributor. Self-motivated & detail oriented.

LEADERSHIP

·Created all materials, scripts, and sales information for 4-person statewide remote sales team.

·I contribute time & effort to many charities through my A Cappella singing group

·I am the former president & current board member of the American A Cappella Alliance

·President & Business Manager of New Wizard Oil Combination - A Cappella group

·Served on the finance committee of my church.

·I was Soldier of the Year runner up while serving in the Army

TRAINING

Created and provided full training to remote 4-person outside account acquisition sale team.

Created full 3-month training program for new accounts.

Created training for agency staff members to utilize CRM software and generate leads from existing and new clients

Created and delivered Training program for salespeople / account managers and ongoing supervision and training continuance

Created and delivered Training program for underwriters / processors to comply with lending source requirements

Created and delivered Training to soldiers and staff while managing a multi-national communications center in the military

Experience

MANAGER OF SALES OPERATIONS SCIENTIFIC GAMES LLC 7/2023 – 01/2024

Managed a hybrid inside sales team of 4 people responsible for the inventory management and weekly ordering for 3000 retailers in Colorado.

oProvided on-going training and created guidelines to ensure accurate and consistent ordering.

oCreated SOP Manual for Inside sales team. Created to standardize processes after 4 different trainers had trained team.

oManaged many back-end reports and systems to ensure accurate ordering and inventory management. Checked various reports daily to look for trends and ensure accuracy and continuity.

oManaged a remote team of 4 outside salespeople that are responsible for state-wide recruiting of new retailers. Created all the material for the outside sales team and all sales processes, including presentations, a 3-month retailer training program, a new customer evaluation form to ensure eligibility and integration of Lottery Sales reps. I also managed a fleet of company cars.

oCustomization of proprietary CRM (including User test for accuracy, dependability, and functionality)

STRATEGIC ACCOUNT MANAGER (SAM) SCIENTIFIC GAMES LLC 4/2023 – 7/2023 (PROMOTED - MANAGER OF SALES OPERATIONS)

Responsible for recruiting retailers to sell scratch tickets for the Colorado Lottery in a designated region

Participated in the successful and “smoothest” launch of a proprietary ordering and inventory management system for almost 3,000 retailers across the state of Colorado.

Needing to go back to taking care of my mother is why I left.

CAREER BREAK NEW JERSEY 7/2022 – 3/2023

I was taking care of my mother who is 89

oThere were many medical complications that we had to attend to.

FINANCIAL ADVISOR JAG INSURANCE PRODUCER SERVICES 2/2022 – 6/2022

Responsible for providing Insurance and financial services to the customers of 10 American Family Agents.

oProvided personalized presentations to clients including strategic and tactical concepts to

#1 salesperson for the company, averaging 25 sales a month

Company went out of business because they lost the agreement with American Family and needing to take care of my mother.

FINANCIAL PROFESSIONAL PRUDENTIAL 7/2020 – 4/2022

Transitioned to new position and closed $7,000,000 in life policies and brought in $1,000,000 in rollovers within 6 months.

Left because I had an opportunity to be part of a start up and share in the upside.

PERSONAL FINANCIAL CONSULTANT ALLSTATE FINANCIAL SERVICES 4.5 YEARS

Managed a group of 6 partner agencies that generated leads & managed a multi-million-dollar book of financial business.

Left after company changed role and consistence of income drivers.

MANAGING MEMBER A&E CAPITAL ADVISORS 9 YEARS

·Managed a multi-building commercial real estate portfolio of $8.100,000 & grew income by 35% & value by 150%. Gained extensive knowledge of Microsoft Office software

·Company liquidated all the assets and closed the company.

FINANCIAL ADVISOR FINANCIAL COMPANIES 4.3 YEARS

·Consulted Clients, both individuals & businesses, on Financial Planning, College Funding, Retirement, Disability & Life Insurance needs. Create strategies & implementation plans for complete financial growth. These three companies changed their programs & there was no longer a place for me. All three managers are willing to be a reference for me (Modern Woodman, New England Financial, AXA Equitable)

VICE PRESIDENT OF LENDING FOR CO & UT MARCUS & MILLICHAP CAPITAL CORP 5.5 YEARS

·Managed all aspects of loan process, from origination through closing. Work directly with clients outside of the brokerage channel to provide the complete realm of financing options and foster referrals and repeat business. Responsible for creating strategies for growth with senior leadership. Reported on trends in my market and trends of the 120 national lending institutions that provided services to my clients/channel partners

·Responsible for providing mortgages for commercial properties brokered in CO/UT. Grew business from zero to $50,000,000 in 5 years. Gained knowledge of Argus software, Reg B, FIRREA, CRA, ECOA and HMDA. Performed preliminary credit analysis for partner lenders as a correspondent lender.

·Left after 2008 real estate crash

DIRECTOR OF SALES MESSAGEMEDIA 6 YEARS

Grew with company from 5th employee to 400. Built & managed a team of 6 salespeople & account managers.

Sold opt-in email marketing suite of tools to publishers and high-tech companies all over the country.

Generated $9,000,000 annual revenue

Left after company was sold and the acquiring company had a Sales Director.

Education/Certifications/Licenses

·Bachelor of Science – Regis University

·Major: Marketing Management / Minor: Computer Information Systems (3.25 GPA out of 4.0)

·Related coursework

·3.5 years in the Military managing an International Communications Center & various other trainings/experiences

·Financial Services licenses

·Series 6 & 63 – Issued by FINRA (NPN – 16227488) CO and WY

·SIE – Issued by FINRA

·Life and Health Licenses for CO and WY

·Passed 2-level background check for Scientific Games, Colorado Lottery and Top-Secret Security Clearance while serving in the Army.

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