Matthew Trotta

Experience

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  Wells Fargo

  Nov 2003 - Feb 2009

  Sales and Business Development Consultant II

  Regional sales and business consultant for a nationally recognized, Fortune 50 financial services company with the proven leadership qualities to work on own initiative as well as part of a team. Successful initiator who consistently achieves and exceeds sales and management goals. Responsible for optimizing sales processes, sales effectiveness, sales team motivation / accountability as well as compliance with state and company regulations. Involved in new product roll out to sales force, creating and driving a culture with strong sales habits.Background in personnel development by providing coaching and accountability management for an expansive territory comprised of a 55 managers and over 300 sales team members. Consult with Regional, District and Store managers, leveraging relationships to drive sales over 5 product lines including mortgage origination and refinance, home equity lines of credit, personal loans, consumer lines of credit and ancillary insurance products. Provide sales and cross sell coaching thru 1 on 1 in store training and region wide presentations / conference calls. Show less

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  Red Ventures

  Apr 2009 - Jul 2015

  Director of Sales and Leadership Development

  Red Ventures is a technology company that builds high-growth businesses. Through a combination of strategic marketing and sales, Red Ventures optimizes the entire customer life-cycle for some of the nation's largest brands — from initial interest in the marketplace to the end transaction.My current responsibilities at Red Ventures include:Involved in strategy development, testing and implementation across marketing, operations and sales teams. Responsible for sales force management to exceed conversion and productivity goals in order to achieve overall company profit projections. Trusted to recruit, hire, train, and coach the entire sales force, focusing on leadership development with the goal of improving sales effectiveness while maintaining quality and regulatory policies. Consult with all levels of sales, marketing and operations management, including C-suite executives, to improve all processes involved in the customer acquisition life cycle.Throughout my career with Red Ventures, I've held the following positions:-Director of Leadership Development: Solely responsible for the creation of content for the Leadership Development Program designed for 220 managers company wide. Duties include the creation of the Power-point presentation, authoring the talking points for each module, as well as delivery of the material in the classroom. Coordinated the scheduling of all 220 managers to attend all 3 modules over the course of a 12 month period. -Director of Sales: Involved in the strategy, implementation and execution of the sales, operations and marketing teams to optimize the customer acquisition life cycle. Consult with cross functional teams ensuring both efficiency and effectiveness of the entire funnel through split testing innovative strategies designed to constantly improve business economics.-Performance Manager Show less

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  CPI Security

  Jul 2015 - Jun 2016

  Director of Inside Sales

  Responsible for the hiring, training, coaching, development and sales success of our inside sales team, sales support team and QA department.

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  Wells Fargo

  Jun 2016 - now

  Vice President, Lead Business Execution Consultant

  Program owner of the Customer Management Program for the Affluent Branch Experience and Operating Models team. Responsible for strategy development, implementation, adoption and reporting for premier banker outreach to in-book and not-in-book clients.Collaborate with Branch Implementation, Branch and Customer Experience, Communication, Reporting, Technology and Risk partners for initiative implementation, readiness and support.Design and present readiness materials to executive leadership, field leadership and branch team members during nationwide affluent segment connection webinars.Partner with Affluent Segment leadership in a. collaborative environment to collect feedback from Affluent Segment Leaders, coaches, managers and bankers to inform new strategies or adjust existing strategies.Leading the user experience strategy for systematic design of outreach events to Affluent and Affluent Away customers as legacy customer relationship management tools are sunset and new CRM software is implemented. Show less