Operational Excellence & Regulatory Compliance Leader
Resume:
GERALD STANGE
Deerwood, MN *****
************@*****.***
Professional Summary
To utilize my extensive knowledge and experience to further my professional growth within a company. I aim to contribute to the teams success by utilizing my skills in communication, efficiency, and team motivation, while continuing to develop my expertise and take on new challenges. Authorized to work in the US for any employer
Work Experience
Senior Account Executive
ASCENSUS BISYS RETIREMENT SERVICES-Brainerd, MN
January 2023 to September 2025
Recently employed as a senior account executive, quickly became a go-to person for team members on the Individual K Team. Assisted clients and associates with inquiries and daily tasks, while Acted as a key resource, helping complete tasks efficiently and effectively. Senior Account Executive
ASCENSUS BISYS RETIREMENT SERVICES-Brainerd, MN
January 2015 to December 2018
Promoted from account executive to senior account executive, I developed a deep understanding of the Individual K product and team dynamics. My contributions to the team's success were driven by my extensive knowledge and ability to motivate others. Education
Business/Finance (Bachelor's Degree)
Bemidji State University
January 2013 to December 2014
Arts (Associate's degree)
Central Lakes College-Brainerd
January 2011 to December 2012
Skills
• Presentation software
• Writing skills
• Geometry
• I am a quick learner
• Risk analysis
• Interpersonal skills
• Adaptability
• Requirements gathering
• Customer interaction metrics
• goal-oriented
• Sales follow-up
• Customer feedback analysis
• and a positive attitude
• Prospecting metrics analysis
• Lead generation performance metrics
• Microsoft Word
• Managing budgets in a finance role
• Training delivery
• Compliance with loan regulations
• OEM
• Sales experience within finance
• Retirement plan management
• Mortgage lending
• Self-directed learning
• Sales pipeline management
• Computer operation
• Maintenance
• committed to achieving success.
• B2B sales
• Mentoring
• Data analysis skills
• Computer skills
• Hospitality
• Sales lead qualification
• Mechanical systems repair
• Financial services
• Objection handling (sales technique)
• Project planning
• Pipelining (sales skills)
• Attention to detail
• Inbound selling
• B2B
• Sales team management
• Outside sales
• Consultative selling
• efficiency
• CRM system proficiency
• Closing sales leads - Average sales lead-to-close time (Less than 1 month)
• PCI
• AI
• Social media management
• Contracts
• Managing financial planning clients
• Supervising experience
• I am a highly motivated and adaptable professional with a strong work ethic
• Customer retention
• Communication skills
• Data reporting
• Database software proficiency
• Outbound sales
• Business development
• Technical sales
• Computer networking
• Agility
• Global sales
• Client services
• and collaboration
• Bank experience
• Leadership
• Sales proposal development
• Working in large corporations
• Achieving large sales - Largest sale achieved ($1-$5,000)
• Financial modeling
• Paid time off management
• Negotiation
• Sales presentations
• Team management
• Purchasing
• Climbing
• Time management
• Originating loans
• Business intelligence
• Budget management
• Microsoft PowerPoint
• Financial sales
• Sales coaching
• Sales strategy
• Staff development
• Forecasting
• Salesforce Cloud
• Algebra
• Sales experience within government
• Restaurant experience
• Experience in small businesses (as technical sales engineer)
• Performance management
• Sales training
• Post-sales client support
• Problem-solving
• IT procurement
• Microsoft Excel
• Analysis skills
• Analytics
• Productivity software
• Strategic planning
• Maintenance management
• Professional networking
• team motivation
• Sales experience within tech
• Credit card payment processing
• as a reliable and detail-oriented communicator and empathetic team player (5 years)
• Microsoft Office
• Experience in startups
• Presentation creation
• Organizational skills
• Computer literacy
• Talent management
• Project management
• Closing sales
• Financial operations management
• Customer service (5 years)
• Account management
• Customer relationship management
• excellent time management
• Team development
• Public speaking
• Process improvement
• Client communication
• Operations management
• Data visualization
• Project leadership
• Microsoft Outlook
• Presentation skills
• I possess strong skills in de-escalation
• Technical Proficiency
• I excel in problem-solving and creative thinking
• Regulatory compliance
• Achieving sales targets
• Deal closing
• Sales
• SAS
• Loan origination
• B2C
• Call center experience
• New customer acquisition - Increase in new customer acquisition (51-75%)
• Relationship building
• Excel data analysis
• Employee relations
• SharePoint
• Direct sales
Certifications and Licenses
Driver's License
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