Eric Moore

317-***-**** ad34h7@r.postjobfree.com linkedin.com/in/ericmoore-indy

Profile

A proven, results-driven leader with demonstrated

success elevating operational standards to improve overall team and business performance.

Work Experience

DIRECTOR, Business Development and

Commercial Real Estate

Winthrop Capital Management

·Led commercial real estate operations for

institutional investment clients, and managed team of three analysts.

·Developed and executed strategic plans, providing leadership during change, and mentoring staff for

peak performance.

·Conducted detailed commercial real estate

investment analysis, financial structuring, and

statutory reporting for partner firms and

stakeholders.

·Oversaw compliance reporting for a $1 billion

commercial real estate portfolio, enhancing data

management and financial reporting efficiency.

·Generated $8.4 million in new assets.

2022 – 2024 CARMEL, IN

VICE PRESIDENT, Strategic Market Sales

Oak Street Funding

·Cultivated relationships with Registered Investment Advisors, specializing in mergers & acquisitions and succession plans for their practices.

·Analyzed business metrics, developed target growth plans, and promoted services to RIA firms.

·Closed $8.2 million loans in 2020.

·Closed $10.65 loans in 2021.

2020 – 2022 INDIANAPOLIS, IN

Work Experience

VICE PRESIDENT, Sales

FNEX Capital

·Led and oversaw a team of 58 investment bankers,

managing business development for institutional

investment clients and high net-worth family offices.

·Directed sales strategy, analyzed sales data, fostered customer relationships, and developed strategic

partnerships.

·Negotiated and closed multi-year SaaS contracts

with registered investment advisor firms, representing

$2.5 million.

2018 – 2019 INDIANAPOLIS, IN

INTERNAL WHOLESALER, Wealth

Management

Capital Group

·Built relationships with financial advisors using consultative sales techniques and industry expertise.

·Managed regional territory of wealth managers,

providing services for American Funds products.

·Represented the company at industry conferences,

highlighting products and client solutions.

·Collaborated to become a top 5 territory in the US, increasing market share by 10%.

2015 – 2018 CARMEL, IN

MANAGER, Business Development

Direct Employers

·Procured 98% renewal retention rate of clients.

·Achieved double-digit growth of assigned portfolio.

·Led cross-departmental team sales training

highlighting Socratic Selling skills and Challenger Selling model.

·Grew and retained Direct Employer membership of

Fortune 500 clients.

2012 – 2015 INDIANAPOLIS, IN

Certificates

2015

SERIES 6, Representative Investment

Company Products/Variable Contracts

FINRA (NASD)

CRD 2490763

2015

SERIES 63, Uniform Securities Agent State

Law

FINRA (NASD)

CRD 2490763

2017

SERIES 65, Uniform Investment Advisor

Law

FINRA (NASD)

CRD 2490763

Skills

RELATIONSHIP BUILDING

CLIENT MANAGEMENT

CONTRACT NEGOTIATIONS

LEADERSHIP

CROSS-DEPARTMENTAL COLLABORATION

TERRITORY MANAGEMENT

CRM PROFICIENT

STRONG WORK ETHIC

PERSUASIVE

HIGH INTEGRITY

Education

Business Administration Bachelor of Arts

Hanover College

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