Dana Scheponik

Dana Scheponik

Independent Entrepreneur

Followers of Dana Scheponik270 followers
location of Dana ScheponikPhoenixville, Pennsylvania, Estados Unidos

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  • Timeline

  • About me

    Business Development and Relationship Manager

  • Education

    • Upper Merion High School

      1969 - 1981
  • Experience

    • Impressions Hair Salon

      Aug 1989 - Dec 2006
      Independent Entrepreneur

      • Established a new and successful salon at a young age, attributed to entrepreneurial spirit and business development passion. • Lead the Design and Format of our original software system used to track every day salon business sales, client info, product inventory, employee sales, commission data and reports.• Cultivated recurring clientele base of over 6,000 from scratch during the start-up of a small business. • Managed and trained a consistent staff of 12-15 stylists and other members throughout the duration of ownership. • Learned and grew the foundation of business planning, fundamentals of development, the value of client trust, services and relationships, business marketing, staff management, and much more.• Sold Impressions Hair Salon in 2006 Show less

    • A Better Financial Plan

      Dec 2006 - Aug 2020
      Business Development and Relationship Manager

      • First point of contact for all incoming leads generated from our advanced marketing campaigns.• Top of the funnel sales activities, prospecting, qualifying leads and setting meetings with the sales team. • Identifying new business opportunities by successfully analyzing clients’ needs and building strong standing relationships. • Highly skilled at navigating Client Management Software.• Worked alongside high net worth executives from the foundation of a startup offering Alternative Investments. Development and maintaining over $250M in client assets in a fast-paced multi-function environment.• Generated $16 million in sales during the last fiscal year from resurfaced client relationships.• Strong understanding of the sales process.• Works successfully in a team environment as well as independently. Strong work ethic.• Coordinated various client marketing event to generate revenue.• Specializing in Life insurance sales, capital management and alternate investment vehicles. Show less

    • Penn Mutual Life Insurance Company

      May 2012 - Sept 2013
      Insurance Agent

      • Worked alongside Senior Financial Advisors to identify opportunities to improve operations, and increase sales targeting Women and Finances.

    • Dana’s Hair Salon

      Dec 2014 - now
      Independent Entrepreneur

      •Single handedly established a boutique hair salon; developing a business plan while renovating and revitalizing a run down store space within the community.•Maintaining strong standing relationships with previously existing clients from Impressions Hair Salon as well as cultivating new customers through personalized marketing, strong reputation and referrals, in order to grow the business.•Keen understanding of fundamentals required to manage and maintain a prosperous business, including budgeting, advertising, prospecting, sales, continued education and overall realization. Show less

  • Licenses & Certifications

    • Certified Insurance Consultant License (Life & Health), Individual

      CAPITAL ASSET MANAGEMENT (FINANCIAL PLANNING) LIMITED
    • Individual Resident Producer License - Accident and Health, Life and Fixed Annuities

      CAPITAL ASSET MANAGEMENT (FINANCIAL PLANNING) LIMITED