Brian Balch

Brian Balch

Account Manager

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location of Brian BalchSan Francisco Bay Area

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  • Timeline

  • About me

    Account Manager 2 at Ricoh USA, Inc.

  • Education

    • University of Phoenix

      2006 - 2009
      B.S Business/ Global Business Management
    • University of Phoenix

      2009 - 2011
      Master of Business Administration (M.B.A.) Health/Health Care Administration/Management
    • University of Phoenix

      2006 - 2009
      B.S Business/Marketing
  • Experience

    • VISTAR CORPORATION

      Nov 2002 - May 2005
      Account Manager

      Responsible for managing and developing 40+ independent and regional accountHighlights & AchievementsTerritory Manager of the Year award for the company, YR 2005. Received Sales Excellence Award, achieving top 5 YR 2004.Achieved over 30%G.P. and 30% sales $ growth 3 years runningIncrease of over $140,000 G.P. and over 1.5M in sales from 2004-2005.

    • B INVESTMENTS

      May 2005 - Oct 2008
      Sales Manager/Principal

      Investment Corporation involved in Brokering Notes on the secondary market. Work with companies to ensure timely payment or foreclosure of Notes. Develop Business relationships, to create a self sustaining business.Highlights & AchievementsResponsible for Purchase and closure of Deeds of trustDeveloped Sales contracts to Broker notes directly to investors

    • Hartford Life

      Oct 2008 - Apr 2013
      Regional Marketing Specialist

      Strategicaly partner with Financial Advisors, RR, Life Professionals, and Brokers to provide insurance solutions for their clientsRanked top 3 RMS in 2011Confence qualifier 2012 top 3 company wide

    • Saybrus Partners

      Apr 2013 - Nov 2015
      Wealth Management Consultant

      Partner with Property casualty agents to grow their life insurance sales through a consultative sales process.

    • Allstate

      Dec 2015 - Oct 2017
      Field Sales Associate

      Recruitment, consulting, sales processes, and territory managment

    • TIME, a Crump Company

      Oct 2017 - Dec 2019
      Regional Specialist
    • Ricoh USA, Inc.

      Dec 2019 - now
      Account Manager 2
  • Licenses & Certifications

    • Finra 63

      Financial Industry Regulatory Authority (FINRA)
    • Series 6

      Financial Industry Regulatory Authority (FINRA)
    • Series 26

      Financial Industry Regulatory Authority (FINRA)
    • Property and casualty

      California Department of Insurance
    • Life and health

      California Department of Insurance