Consultative Sales Senior Executive

Jonathan Horelick

*** ****** ****, ******, **. **517

(m) 203-***-****

********.********@*****.***

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Sales & Marketing Professional

Accomplished marketing and consultative sales professional dedicated to achieving a high level of production and client satisfaction. Strong oral and written communication skills. Experienced in mid & senior level introductions, networking, telemarketing product sourcing, relationship building, negotiating and closure. Established extensive business relationships.

Area of Expertise

Senior executive relationship building

Targeted Consultative Sales & prospecting,

Investment & Counseling

Document Writing

Insurance & Financing

Public Speaking & Workshops

Professional Experience

Bentley Management 2017-2019 Owner & Independent Contractor

Developing sales growth for diverse funds, private companies and startups. Initiatives have included funding for a pre-revenue medical device company, an early-stage environmental fund, an agricultural ETF, an ongoing sale of commercial land and capital raising for a commercial real estate hedge fund. Approach begins with a targeted marketing plan to proceed to generate commitments both from an established contact base as well as prospecting, telemarketing and networking. Deploy promotional campaigns through direct mail, local advertising and zoom. Utilize consultative sales skills to turn prospects into clients.

David Lerner Associates, Inc., Westport, CT 2017 Vice President Investments

Opened a significant number of new accounts while successfully managing existing ones. Based on a wholistic approach, assessed prospects’ needs and goals in combination with their financial condition, risk tolerance and investment experience. Generated portfolio recommendations based on these considerations. The clients were “retail” in nature, and the accounts were a mix of IRA’s, 401K’s and personal accounts. Investment products ranged from stocks, bonds, ETF’s and mutual funds to private placements, insurance and annuities.

Kaieteur Investments, LLC, New York, New York 2008-2016 Senior Associate – Investments

Marketed a diversity of alternative investment funds successfully. Initiated these assignments through prospecting and, with time, referrals. Before going into action, often prepared a targeted marketing plan for the fund and edited or helped to write new promotional materials, subject to final approval. Assisted managers in sharpening their presentation skills by implementing mock meetings, role playing and filming.

Promoted funds to investors through email, conference calls, meetings, roadshows and special events. Sought investor feedback, answered questions& objections and fulfilled their needs for additional information. Maintained periodic contact with investors and sought their investment decision.

Education and Licenses:

B.A., State University of New York at Stony Brook

References available upon request. Licensed series 7, 63 and all insurance

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