Years of experience: 20

Sales & BizDevConsultingFinanceEducationChanel ManagerBanking Operations

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Roberto's Career Path
Executive Director, Partner May. 2024 -
May. 2025
Office Automation Solutions, Inc.Executive Director, Partner
Livermore, California, United StatesStrategic Leadership: Develop and execute strategies to help businesses drive growth and market share by leveraging improved CX/UX tech, UCaaS, NaaS, document management solutions, B2B SaaS, including Xerox print press hardware and AI/ML-driven software and more. Team Management: Lead and mentor a high-performing client team, fostering a collaborative and results-driven culture, focused on th...
Director of Sales Oct. 2023 -
Present
ThermaSteel WestDirector of Sales
Livermore, California, United States•Drive wholesale and retail distribution across the Western U.S., overseeing the entire project lifecycle •Lead sales and operations for a leading manufacturer of Steel Structural Insulated Panels used in sustainable residential and commercial construction. •Manage incoming estimate requests, leveraging detailed knowledge of Thermasteel panel systems to provide accurate cost assessments. •Ove...
Affluent Client Segment Leader/ Lead Sales Enablement Consultant, VPMay. 2018 -
Apr. 2023
Wells FargoAffluent Client Segment Leader/ Lead Sales Enablement Consultant, VP
Greater East Bay RegionResponsible for influencing and leading the success of Wells Fargo’s Affluent Customer Strategy. This includes having strong regional relationships with Branch Banking, Wealth and Investment Management, Home Lending, and Business Banking. Play an active role in the hiring process, development of, coaching, and leadership of premier bankers. Work to ensure the bankers deliver an outstanding cl...