Financial Services Business Development

Gordon D’Angelo

Address: *** ***** ****, ******** *****, VA

Phone: 757-***-****

Email: *******@*****.***

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Professional Summary

Strategic visionary and national business consultant with a proven track record in fostering growth for companies, especially in franchising and financial services. Consistently the top salesperson for two large financial services companies. Each company had over 500 sales representative.

Experienced author and keynote speaker with a history of delivering impactful workshops and presentations. Known for driving substantial business development and enhancing operational efficiencies across various industries.

Professional Experience

National Business Consultant

2011 - Present

Provided strategic visionary planning for growth-oriented companies.

Consultant for numerous national franchisors and rapidly growing insurance agencies and tax preparation offices.

Delivered original speeches and workshops at business/self-development events to inspire and educate listeners.

Provided support and advice to CEOs and entrepreneurs to improve their businesses.

Shared sought-after insights on Strategic Visionary Planning.

Appeared on major network affiliates, including ABC, CBS, NBC, FOX, and the 700 Club.

Consistently the top salesperson for two large financial services companies. Each company had over 500 sales representatives.

Liberty Tax (TAX), Virginia Beach, VA

Board Member, Executive Vice President, and Director of Business Development

2011 - 2017

Oversaw franchisee recruiting and franchise growth to 3,500 offices.

Increased company growth and profit annually.

UCLA certified Board Director.

Created programs and systems to increase customer acquisition, customer retention and brand awareness.

Specialized in advanced marketing.

NEXT Financial Holdings, Inc.

Co-Founder, Chairman, and CEO

1999 - 2014

Created NEXT Financial Group, growing it from 4 advisors to over 11,000 representatives.

Led the company to win Broker/Dealer of the Year 8 times.

Developed advisory platforms which grew to $4.3 billion.

Maintained #1 producer status of OSJ for 7 years.

Established a strong rapport with advisors.

Grew the company to $15 billion in Assets under Management.

Advisors using strategic visionary planning grew a minimum of 40% per year.

Head of Business Development.

Jackson Hewitt (JTAX)

Co-Founder and Director

1982 - 1996

Started with 6 offices and grew to 1,700.

Facilitated the sale of the company for $483 million, making it the second-largest tax service in America. The sale was created the largest stock price gain on NASDAQ in 1997.

Only company to compete on a national scale with H&R Block

First company to electronically file returns nationally.

Ranked #3 on the Entrepreneur Franchise 500 in 1995

Authorship and Public Speaking

2011 - Present

Author of the New York Times Bestseller: “Vision: Your Pathway to Victory.”

Delivered keynote speeches nationally at numerous corporate engagements and charity events.

Provided beneficial support and advice to multiple CEOs and entrepreneurs.

Appeared on major network affiliates, including ABC, CBS, NBC, FOX, and the 700 Club.

Certifications

UCLA certified Board Director

Contact Information

Phone: 757-***-****

Email: *******@*****.***

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