Thomas Bradshaw

Experience

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  Barron Chase Securities

  Jan 1995 - Aug 1998

  Principal of Financial Planning

  NASDAQ member firm, specializing in IPO’s, full service brokerage firm• Prospected and developed a client base consisting of accredited investors, raising $30 million dollars in my first 18months• Ranked nationally in the top quartile in sales with a major financial service company• Developed a strong knowledge of the principles of investing, and financial planning• Designed and structured new issues for the NASDAQ market place, such companies as IQIQ, RICK, ETEL, MIND, CIGR, raising over 100 million dollars for the companies, and contributing to double digit growth for the firm• Achieved Top Salesman Award 1997 Show less

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  Heartland Securities

  Aug 1998 - Feb 2003

  Trading Manager

  NASD member firm, full service brokerage specializing in trading, online brokerage “Datek Online” • Selected to recruit, interview, and hire traders because of professionalism and expertise in trading• Selected top trader out of 800 possible traders with a track record of never having a losing month for the firm• Full P&L responsibility for 40 reports, consistently the top performing team in the firm• Designed and implemented software platforms to protect and improve the firm’s downside risk saving the firm millions of dollars in potential loses• Selected to the team that developed “the watcher” trading platform, which was sold to Ameritrade for $32 million dollars• Increased production from 50000 shares daily to 350000 shares daily significantly increasing revenue• Ability to remain calm and stead-fast in a highly pressurized, fast pace, stressful situations• Performed in depth comparative analysis to assist traders in strategic thinking and business improvement Show less

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  Bishop Rosen & company

  Feb 2003 - Mar 2004

  Director of Institutional Sales/Operations Manager

  NYSE member firm, full service brokerage firm, specializing in retail, and institutional clients• Developed, and implemented turnaround business plan, which consisted of upgraded technology, sales promotions, presentations to clients, and following up with potential clients, which resulted in company going from negative growth, to 10% increase in net revenue • Successfully negotiated, and developed institutional relationships, significantly increasing trading volume, resulting in reduced fees, and increasing the profit margin by 5% Show less

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  Braveheart Technologies, llc

  Feb 2004 - Aug 2008

  Director of Sales

  Successfully implemented business plan to provide trading algorithm software to buy side firms.Developed strategies that successfully led to 50% annual growth. Trained sales team in consultative strategies, which led to 100%+ quota performance.Prospected, presented, and closed our proprietary products, as well as consultiing services.

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  Allstate Insurance Agency Bradshaw Agencies

  Sept 2008 - Nov 2019

  President

  Started my first agency with a $50,000 investment and grew it to a $3 million book by 2016 when I sold it for a 20x return on investmentBought my second agency in 2010 which was a small struggling agency and turned it around and sold that in 2015 for a 15x return on investment.Started my third Allstate agency in 2011 scratch and grew that to a return on investment of 15x when it sold in 2019Purchased my fourth Allstate agency in 2016 and turned that around and grew that 3x the size when I sold that in 2018Top Boat writing agency for Allstate Nationwide every year which lead to great growth in both the auto and home production. Mastered the use of CRM for customer onboarding and relationship management to increase client satisfaction for 3 locations with 94% retention.Recognized by Allstate for being the top boat writing agency Nationally 2010-2018Selected by Allstate to train struggling agencies on value proposition selling as well as teaching agents on managing an insurance agency. Show less

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  Allstate Insurance Co. Womble Insurance agencies

  Nov 2019 - now

  Director of Sales and Operations

  Founding partner that started a scratch Allstate agency with a $50,000 start up investment, and the book has grown to a $1 million valuation.Successfully negotiated the purchase of a $2.6 million Allstate agency in Charlotte, opening the S.C. market.Developed multiple processes with our CRM to create additional revenue streams leading to a 23% increase in revenue.Finished 2019-2023 Top Boat writing agencies in the Nation.Responsible for all marketing campaigns and tracking KPI metrics ensuring above expected response rates, lowering cost of acquisition and higher ROI. Sold my interest in the Agency in 2022 allowing me to train other agents across the country. Show less