Daniel Gasparini

Personal cell: 619-***-****

adcvyw@r.postjobfree.com

*** **** ******, ***** ***

San Diego, CA

92101

Professional Profile

University of Guelph

Bachelors of Commerce with Honours (B.Com.), F

Management, Economics and Finance, Financial Emphasis Linked-In profile:

https://www.linkedin.com/pub/daniel-gasparini/67/29a/13 Skills and Expertise

Background Skills

● Deal Closer B2B / B2C sales [9 years]

● Finance and SaaS [5 years]

● Customer relations and retention [8 years]

● Team Leadership, Management, Training [8 years]

● Portfolio Management [8 years]

● P&L / Team Quota responsibility [5 years]

● Emotional Intelligence

Software

● Salesforce

● Microsoft Office Suite

● Hubspot

● Outreach.io

● Okta

● ADP

● eMoney Pro

● Zoom/Webex

Experience (Reverse Chronological)

Regional Manager,

Advisor Sales West

eMoney Advisor

San Diego, CA

2018 - Current

At eMoney Advisor, I am responsible for overseeing all sales/operations for a region that spanned the continental United States, west of Texas as well as AK and HI. eMoney is the technology arm of Fidelity Investments, which specializes in selling a cloud based, wealth management platform to financial advisors.

- FinTech SaaS

- 11 direct reports (5 Sales Managers, 2 Account Managers, 4 Associates)

- Revenue responsibility $35mm Annual Recurring Revenue, $7mm new label

- Hiring / Sales Training / HR / Legal

- Territory/Quota creation and assignment, KPI Creation

- Financial Services industry

Managing Partner &

Co-founder

Solana Capital Partners

San Diego, CA

2017-2018

Solana Capital Partners is a US Domestic Hedge Fund. My partner and I traded an “Adaptive Market Neutral” options strategy using either the SPX, SPY or RUT as our target underlying. We executed volatility rotation strategies, and essentially positioned ourselves to profit during times of uncertainty in the equity markets.

- Capital Markets (AVG Client - $1mm)

- Client acquisition, business development and relationship management

- SEC/FINRA/IRS Compliance and Legal

Education Sales Lead -

Worldwide Team

Online Trading

Academy

San Diego, CA

Vancouver, BC

Long Island, NY

Toronto, ON

2015-2017

At OTA, I presented options strategies to classrooms of adults in order to educate them on how to better manage their life savings (401k’s, IRAs, other wealth accounts). The goal was to educate them, but also to sell them individualized coaching/education packages.

- Personal sales: $3.5mm (President’s Club)

- Team sales: ~350-400k/mo

- 4 direct reports, (2 AE, 2 SDR)

- Average deal size: $25k

- 100% commission role

- Sales Training (Sandler, DISC)

- Business Development, Lead distribution, KPI Creation National Account

Manager

Cydcor

Toronto, ON

2014-2015

Cydcor specializes in providing outsourced sales teams for fortune 100 companies. I overlooked the sales campaign for one of Canada’s largest national business supply retailers.

- Territory management for 15-20 reps (all contractors)

- Sales training, Scripting, Business Development

- Quota and KPI setting

- Client relationship management

Business Development

Manager

Rolled Alloys

Toronto, ON

2013-2014

Rolled Alloys is a worldwide supplier of high test, heat and corrosion resistant metals. My primary objective at Rolled Alloys was the reactivation of dormant accounts using creative contact and pricing strategies.

- Cold Calling, Deal Closing, Business Development

- Account Management

- Small team leader (1 Associate)

I am a goal-oriented, intrinsically motivated individual with a top notch work ethic and a stellar reputation among colleagues and employers. I thrive in scenarios requiring face-to-face contact, especially employee-engagement, negotiation and sales; but also have a strong background in detailed financial analysis and as such, a great attention to detail. In my former position at Online Trading Academy, my main focus was helping my team

“hit their numbers”. Our center did roughly $350-400k in sales per month; roughly half of which were my personal sales, the remainder coming from my team. We followed a 3 week closing process using the “Sandler” sales method that resulted in individuals spending tens of thousands of dollars on an intangible product - private education. Our team was consistently among the best producers in the organization (of 200 sales reps) and I take pride in the fact that we developed close personal relationships as well. At my current position working for eMoney, I manage 6 first-rate, consultative sales teams. In my role, I mentor, train and manage their day to day operations. As we also sell an intangible product at this firm, I also lean heavily on my former “Sandler” / DISC hybrid training method, which is excellent for any service oriented product. I also play a key role as an architect of our sales structure and a thought leader when it comes to anything “sales operations” oriented.

I am seeking another sales career because I enjoy everything about a “sales culture”. I enjoy the competition, camaraderie and obviously, the paychecks that only a sales career can yield. Further, I have demonstrated the ability to “get the most” out of the people that report to me. At eMoney - I took an underperforming group of salespeople, with the right training, motivation and accountability techniques - we now lead the company in new revenue, expansion revenue and have the lowest churn rate.

I become the best version of myself when under pressure, and look to optimize every aspect of my work-life. Effective communication combined with a cool, calm and collected demeanor greatly aids me in contributing to a successful team atmosphere. Please view my online Linked-in profile for a detailed breakdown of my current skills, my past employment, and a rough transcript of my university studies. I look forward to hearing back from you. References are available upon request. Thank you for your time and consideration.

- Daniel Gasparini

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