
Brian Balch
Account Manager

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About me
Account Manager 2 at Ricoh USA, Inc.
Education

University of Phoenix
2006 - 2009B.S Business/ Global Business Management
University of Phoenix
2009 - 2011Master of Business Administration (M.B.A.) Health/Health Care Administration/Management
University of Phoenix
2006 - 2009B.S Business/Marketing
Experience

VISTAR CORPORATION
Nov 2002 - May 2005Account ManagerResponsible 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 2008Sales Manager/PrincipalInvestment 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 2013Regional Marketing SpecialistStrategicaly 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 2015Wealth Management ConsultantPartner with Property casualty agents to grow their life insurance sales through a consultative sales process.

Allstate
Dec 2015 - Oct 2017Field Sales AssociateRecruitment, consulting, sales processes, and territory managment

TIME, a Crump Company
Oct 2017 - Dec 2019Regional Specialist
Ricoh USA, Inc.
Dec 2019 - nowAccount Manager 2
Licenses & Certifications
.webp)
Finra 63
Financial Industry Regulatory Authority (FINRA).webp)
Series 6
Financial Industry Regulatory Authority (FINRA).webp)
Series 26
Financial Industry Regulatory Authority (FINRA)
Property and casualty
California Department of Insurance
Life and health
California Department of Insurance
Languages
- spSpanish
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