Chris Ippolito
Edmonton, AB T5Y 0J4 |- |-| https://www.linkedin.com/in/christopherippolito/
Objective
Business development specialist seeking an opportunity to use sales and marketing experience to develop and implement inbound and outbound strategies to increase revenues.
Experience
Sales Funnel Strategist
AutoGrow.co, New York, NY
October 2019 – December 2019
Created and updated the step-by-step plan (Blueprint) for customers' accounts. The Blueprint is what the Project Manager would execute on once a customer signs up for the monthly service. Answered questions on phone calls with customers when the Blueprint was presented to the customer for approval. Collaborated with the Project Manager when a customer had a strategy question. Reviewed the status of client accounts, diagnosed conversion bottlenecks and provided solutions.
Business Development Associate
TLC Solutions, Edmonton, AB
January 2019 – September 2019
Tasked with growing the new market of Alberta. Performed outbound prospecting activities (calls, emails and social media). Managed HubSpot (CRM, Sales and Marketing) for the company and trained colleagues on how to use HubSpot. Acted as the primary contact for external parties assisting with sales and marketing.
Investment and Retirement Planner
RBC Royal Bank, Edmonton, AB
January 2016 – January 2019
Provided financial planning services; investment advice, tax planning, estate planning considerations, insurance needs analysis and cost savings strategies. I brought in $20 million worth of business during my tenure. Worked with internal partners to identify additional opportunities to provide financial services to clients. Coached junior advisors weekly to assist in their career development.
Account Manager
Acrodex, Edmonton, AB
August 2015 – January 2016
Developed managed services offering with a target market of small and medium-sized businesses. Worked closely with the Director of Marketing to develop and design the promotion of the newly developed offering.
Manager of Operations, Edmonton
Fully Managed, Edmonton, AB
2012 – February 2015
Managed the Edmonton office and staff who had contact with customers. Acted as the primary contact and account manager for 30 small and medium-sized businesses in Edmonton and area. Met with C-levels executives to develop business strategies around their technology. Held other titles during tenure, including Account Executive and Sr. Account Executive. Brought on board two of the company’s largest clients in their history.
Financial Planner
TD Waterhouse, Edmonton, AB
2009 –2012
Provided financial planning services; investment advice, tax planning, estate planning considerations, insurance needs analysis and cost savings strategies. Built and managed a book of business of $14 million. Top quartile performer measured against peers in the categories of revenue generation, sales performance, and identifying cross-selling opportunities.
Education
Inbound Certification
HubSpot | 2019
Fundamentals of inbound, the inbound methodology and the flywheel and how to apply them to business. The Inbound Certification Course teaches how to run a successful inbound business, from marketing to sales to services.
Inbound Marketing Certification
HubSpot | 2019
Inbound marketing techniques range from content creation to social promotion to converting and nurturing leads and beyond.
Content Marketing Certification
HubSpot | 2019
An overview of how to become an effective content marketer.
Certified Financial Planner
FPSC | 2012
Formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement.
Communication
Part of my role at RBC Royal Bank included presentations to employees of businesses who participated in Group Savings programs. The presentations were meant to educate and inform about the benefits of saving through the program. The largest audience I presented for was around 50 people.
Leadership
Formed a small mastermind group of local entrepreneurs so we can support and learn from each other in our respective roles. I also founded and manage a YouTube channel with a group of eight people. We produce content weekly. I also manage communications and negotiate with potential partners.
