Dallas Leitz

Experience

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  Larson Financial Inc.

  Jan 2016 - Sept 2016

  Inside Sales Associate
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  Larson Financial Inc.

  Feb 2018 - Aug 2018

  Inside Sales Associate
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  University of Colorado Denver Business School

  Dec 2019 - May 2020

  Research And Teaching Assistant

  • Collaborated with a PhD recipient on academic research• Worked with large sets of raw data to analyze and draw conclusions• Merged and correlated large data sets• Utilized advanced Excel functions (MATCH, VLOOKUP, HLOOKUP, Pivot tables, etc.)• Organized and implemented an online 3000 level management course for undergraduate business students. • Administering tests and grading coursework for undergraduate business students.

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  Financial Planning Association (FPA)

  Jun 2020 - Jul 2020

  Summer virtual Extern

  ▪ Constructed an investment management portfolio▪ Analyzed a risk tolerance tool to identify the risk profile of a hypothetical client▪ Identified the financial planning assumptions found in financial planning software▪ Recognized different ways financial planners approach budgeting and cash flow planning▪ Established recommendations for student loan planning▪ Evaluated the tax implications of various personal and financial decisions▪ Determined the likelihood of success in different client retirement scenarios (Monte Carlo sim) ▪ Developed my personal philosophy of financial planning Show less

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  Gates Enterprises LLC

  Dec 2020 - now

  In charge of overseeing a powerhouse sales team that produced over $25 million in revenue in 2023. My responsibilities include but are not limited to:-sales coaching-construction project management training -managing and distributing incoming sales leads-running sales meetings with 40+ sales reps-overseeing team leads -tracking and reporting key metrics to upper management

  • Director of Sales

    Jun 2024 - now

  • Senior Project Manager

    Dec 2020 - Jun 2024