Requests
24Applied by 1
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
🔥100%
Startup Founder
✨100%
Business Owner
💰50%
Investor & VC
Geos
🇺🇸50%
United States
🇿🇦50%
South Africa
Work Background
Class Action CapitalDirector Of Strategic Partnership and New Business Development
Sep. 2017Greater New York City Area♦ Identify, evaluate, and prioritize partnerships and business development opportunities with state & national associations and Fortune 100 - 1000 corporations.
♦ Foster strong relationships with prospective and top clients to effectively align CAC’s business strategies with clients’ needs to fuel relationship growth.
♦ Prospect, educate and negotiate with C-suite executives, BODs and outside law firms about class action settlement claims management services.
♦ Develop and pressure test messaging strategies, marketing material, pitches, RFPs.
♦ Liaison efficiently with internal research, operations, marketing, finance and IT teams.
♦ Organization, evaluation and management of a 5-person sales team (beginning in December 2021). ♦ Provide expert guidance and support as Senior Sales Account Executive in relationship building, cross- selling and detailed client analysis.
♦ Build comprehensive onboarding and ongoing educational training programs for existing and new hire team members. Achievements ♦ 30% - 40% of CAC fee generation as a top-performing salesperson from 2018-2021 (Personal revenue generation of $2M - $4M annually) ♦ 22% growth of partnership member participation per year
♦ Expanded partnerships into major markets: CA Hospital Assoc., CA Restaurant Assoc. FL Restaurant & Lodging Assoc., NY State Hospitality & Tourism Assoc, PA Restaurant & Lodging Assoc. and Texas Hotel & Lodging Assoc.
♦ Manager revenue generation of approximately $2M/ quarter (min.quarterly goal of $1.5M)
HomeAdvisorInside Sales Representative
Nov. 2016 - Sep. 2017New York, New York, United States · On-site♦ Sales consultant specializing in all aspects of residential and commercial contracting. ♦ Cold calling, making up to 250 dials per day to develop relationships and close 2 – 5 new contracts per week. ♦ Prospect potential clients through various methods; referrals, websites, state license boards, etc. ♦ Ongoing communication with past clients to sustain healthy retention and satisfaction. ♦ Onboard new customers to become acclimated with company’s mobile app and online log-in portal; acting as their account manager during their time with the service
JP Morgan Chase Bank N.A.Private Client Banker
Jan. 2015 - Jul. 2016New York, New York♦ Personal advocate and “Concierge Banker” for Chase’s High Net Worth clientele (top 10%)
♦ Proactively monitored 250 client households to anticipate financial needs
♦ Averaged monthly deposit and investment acquisitions of $7.3MM ($190M Total) ♦ Nationally ranked in the top 10% - 15% of all Private Client Bankers at JP Morgan
♦ Hosted meetings with Financial Advisors to advise clients on a holistic approach to investments asset allocation, risk classification and time horizon
♦ Served as point person for Mortgage Bankers and Business Relationship Managers to assist clients with lending or business expansion needs
♦ Worked with clients on upgrading accounts, capturing KYC information, navigating on- line bill pay, wire transaction, updating beneficiaries, account titling and general maintenance
JP Morgan Chase Bank N.A.Relationship Banker
May. 2014 - Jan. 2015New York, New York♦ Promoted to Private Client Banker after 9 months in role. ♦ Worked with clients for 'know your customer' and anti-money laundering account opening and account maintenance.
♦ Proactively monitor client households to ensure proper cash flow management. ♦ Partner with mortgage bankers and business relationship managers to assist clients with their financial needs.
AXA AdvisorsFinancial Consultant
Jan. 2011 - May. 2014Greater New York City Area♦ I was a dedicated advisor to 150 life, health and retirement clients (onboarding 120 new clients during my time, 290% growth in three years).
♦ $30M average life insurance sales per year. ♦ Leadership role as senior joint work partner for health insurance related prospects and sales opportunities. ♦ Core competencies were in the following areas: Risk Management (life, disability, health & long-term care insurance), Group Benefits (health, disability, life & retirement), Retirement Planning (IRAs, 401k rollovers, annuities) and Estate Planning strategies.
Principal Entertainment LATalent Coordinator
Sep. 2009 - Dec. 2010New York, New YorkI was the junior manager/ talent coordinator to a New York City based entertainment manger and provided integral support for twenty entertainment clients including coordination of casting, production, marketing and press. I coordinated communication and information between clients, agencies, publicists, lawyers and business managers. I would also research and maintain files on upcoming and active projects
ICM PartnersTalent Agent Trainee
Jun. 2006 - Sep. 2009New York, New YorkI assisted the co-head of the film/ television department and was in the training program to become an agent myself. I would read and breakdown scripts to identify roles for the clients of the agency, interacting with film producers and casting directors to field offers and arrange meetings. I delegated training for new employees and interns in entertainment operations.
Paradigm Talent AgencyAssistant Literary Agent
Jan. 2005 - May. 2006New York, New York
Intch is a Professional Networking App for the Future of WorkSee more people like Joshua on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
392444 people
16
Program Manager @ DISH Network
15
Human Resources @ UB Greensfelder
15
Principal Consultant @ Marketing Endeavors Strategic Consulting
64306 people
15
Principal Consultant @ Marketing Endeavors Strategic Consulting
42
Senior Mining Engineer @ Riot blockchain
25
Mortgage Loan Officer @ Triple T Investment INC