Sales and Sales Management

Keyword: Gold

*) I worked for a national CRE brokerage firm from '03 - '08 as the VP of Lending and financed all types of properties all over the country from $500,000 - $35,000,000 deals with all types of lenders. I worked with demographic, competitive, population and market trends data to create strategies and ensure placement of an appropriate and coordinated loan package.

2) I completed a lot of the preliminary underwriting for each deal commencing with creating a complete package that included 5-year projections for income and expenses, acquisition and disposition strategies and timing all the way through to completion of the transaction including working with lawyers, buyers, sellers, lenders, inspections, city and county code enforcement, title, etc.

3) I have negotiated leases, purchase and sale contracts, lease to own contracts, development plans exit strategies, ROI, IRR and other measurable criteria to ensure that the loan package matched up as closely as possible with the purchaser’s overall strategy.

Alan M. Welty III

5439 West 97th Place Westminster, CO 80020 720-***-**** ad5piz@r.postjobfree.com https://www.linkedin.com/in/alanmwelty

Objective

·Apply my considerable competencies in sales, management, relationship building, and team building for a company that supports and challenges me. Work well as a member of a team, as a team leader or as a solo contributor. Self-motivated & detail oriented

Experience

CAREER BREAK 7/2022 – 3/2023 and 1/2024 – 3/2024

CARE GIVER

oTook care of my mother in New Jersey. She had serious illnesses and needed to be moved into a facility.

SCIENTIFIC GAMES LLC 7/2023 – 1/2024

MANAGER OF SALES OPERATIONS

oProvided scratch games to retailers in the state of Colorado

oManaged a 4-person hybrid inside sales, order, and inventory management team

oManaged a 4-person remote outside new retail account acquisition sales team.

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

oCreated SOP Manual for Inside sales team.

oCreated 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.

oCreated all the material for the outside sales team

oAll sales processes, including presentations, a 3-month retailer training program, a new customer evaluation form to ensure eligibility and integration of Lottery Sales reps.

oManaged a fleet of company cars.

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

SCIENTIFIC GAMES LLC 4/2023 – 7/2023

STRATEGIC ACCOUNT MANAGER - (PROMOTED - MANAGER OF SALES OPERATIONS)

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

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

JAG INSURANCE PRODUCER SERVICES 2/2022 – 6/2022

FINANCIAL ADVISOR

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

oResponsible 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

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

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

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

PRUDENTIAL 7/2020 – 4/2022

FINANCIAL ADVISOR

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

oManaged 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 agent

oIdentified and implemented retirement solutions to individuals and companies

oManaged corporate relationship between Prudential and Coldwell Banker for the state of Colorado.

oManaged 13 offices and 1500 agents to provide a suite of financial solutions to the agents.

oGrew it from 4 clients to over 100 clients and $15MM in business

oPrudential did not renew contract.

ALLSTATE FINANCIAL SERVICES 4/2016 – 7/2020

PERSONAL FINANCIAL CONSULTANT

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

oIdentified opportunities and sold over 400 life policies for individuals

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

oResponsible for providing Insurance and financial services to the customers of

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

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

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

oLeft after company changed role and consistency of income drivers.

FINANCIAL COMPANIES 2/2011 – 5/2013

FINANCIAL ADVISOR

oSold 65 Life Insurance and other types of policies and $2,000,000 AUM

oConsulted Clients, both individuals & businesses, on Financial Planning, College Funding, Retirement, Disability & Life Insurance needs.

oCreated strategies & implementation plans for complete financial growth.

oThese three companies changed their programs & there was no longer a place for me.

oAll three managers are willing to be a reference for me (Modern Woodman, New England Financial, AXA Equitable)

A&E CAPITAL ADVISORS 9/2007 – 2/2017

MANAGING MEMBER

oAsset and Property managed a multi-building commercial real estate portfolio valued at $8.100,000

oOwn, Asset and Property Manage properties and finances

oNegotiated leases for 8-unit, 50,000 sq ft commercial office property.

oResponsible for the oversight of property management company and capital improvement projects.

oIncreased

oOccupancy by 20%,

oIncome by 25%,

oValue by 30%.

oPurchased and prepared commercial, single tenant 7,600 sq ft building for occupancy, including new roof, and leased it within 1 year. Sold for 12 times purchase price and improvements.

o12 years of experience in Commercial Real Estate. Specialize in financing investment Real Estate.

oFinanced over $500,000,000 Office, Retail and Apartments nationally.

oAdvised many clients to create high percentage returns.

oGained extensive knowledge of Microsoft Office software and some familiarity with Argus.

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

oHave experience in accelerated depreciation models that allow investors reduce taxes on the income/return that properties generate.

oCompany liquidated all the assets and closed the company.

MARCUS & MILLICHAP CAPITAL CORP 3/2003 – 8/2008

VICE PRESIDENT OF LENDING FOR CO & UT

oClosed over $18,000,000 of loans in first 9 months and grew that volume ~30% per year to over $50,000,000 annually in 2008.

oResponsible for providing mortgages for commercial properties brokered in CO/UT.

oManaged all aspects of loan process, from origination through closing.

oWorked directly with clients outside of the brokerage channel to provide the complete realm of financing options and foster referrals and repeat business.

oResponsible for creating strategies for growth with senior leadership.

oReported on trends in my market and trends of the 120 national lending institutions that provided services to my clients/channel partners

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

oGained knowledge of Argus software.

oPerformed preliminary credit analysis for partner lenders as a correspondent lender.

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

oLeft after 2008 real estate crash.

MESSAGEMEDIA 5/1996 – 3/2003

DIRECTOR OF SALES

oI was the 5th employee and helped grow with company to 400.

oBuilt & managed a team of 6 salespeople & account managers.

oGenerated $9,000,000 annual revenue and many repeat contracts.

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

oResponsible for all aspects of sales, vertical market development and management, account management and partner development for email marketing and messaging services as well as a full line of hosted and licensed software applications.

oHired, managed and trained a sales team and an account management team of 6.

oSpoken numerous times for various national seminars (up to 200 people).

oCompany technology was sold.

ARMY EXPERIENCE / Education / Certifications / Licenses

oArmy Experience – Army E-5 Rank

oOperated an international Communication Center

oTop-Secret Security Clearance

oI was Soldier of the Year runner up while serving in the Army

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

oBachelor of Science – Regis University

oMajor: Marketing Management / Minor: Computer Information Systems (3.125 GPA out of 4.0)

oFinancial Services licenses

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

oSIE – Issued by FINRA

oLife and Health Licenses for CO and WY

oPassed 2-level background check for Scientific Games, Colorado Lottery

oServed on the finance committee of my church.

AMERICAN A CAPPELLA ALLIANCE INC 1998 to Present

BOARD MEMBER

oAnnually, this organization puts on an event for 3 days involving scouting, negotiating & signing contracts with venues around Colorado.

oOverseen organizing events in Denver, Boulder, Keystone and Estes Park, CO over the past 26 years

oSupported events in Chicago, Detroit, Connecticut, New Jersey, Philadelphia, Boston, Bar Harbor Maine & Orlando.

oOrganizing registration online, creation of logos, goodie bags & excursion options for attendees & guests.

oCreated full budgets & to do lists with deadlines for completion. I work with a group of people with my A Cappella group to organize this all and then delegate duties accordingly.

oWe organize recording and videography for this part of the event as well. This event includes:

oA Performance by 11 groups (115 singers) in a performance venue on a Saturday with lunch and a second performance on Sunday morning with full buffet breakfast.

oThis event involves 150 (total including guests) people coming in from around the country. When we organize this event, we also must arrange for:

oHotel rooms

oMeals throughout the event weekend (Fri - Sun)

oParties where we rent out entire restaurants for Friday night and Saturday night.

oOccasionally we arrange for transportation to and from an airport, or to the various venues throughout the weekend.

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