Bill Sattree

Experience

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  Calgary Herald

  May 1989 - Feb 1992

  Calgary Herald paper boy

  Delivered the Calgary Herald every day and collected the money myself while being chased by a pack of wolves in -52 degree weather from age 9-12

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  Snowbird Ski and Summer Resort

  Sept 1993 - Aug 1996

  Floor Supervisor

  Supervised a maid crew cleaning rooms on the largest floor-10th floor. My Crew was #1 in guest reviews

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  Supersonic Car Wash - Utah

  Aug 1996 - Apr 1998

  Ticket Agent-Sales

  Upsold a lot of washes and peeled out in a few exotics to get them on the track.

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  Riverbend Golf Complex

  Apr 1997 - Oct 1999

  Groundskeeper

  I would work from 5am to noon and ran the PM sales shift at Feature Films for Families from 1-9 Mon-Fri. Worked Saturday and Sunday mornings as well cutting tee boxes. Mowed the roughs - fairways- spent 6 hours a day in 100+ degree heat weeding waste bunkers and digging French drains, replacing sod, loading lots of sand and gravel by shovel and the two years I was there under the leadership of Perry Dye, Riverbend ranked #1 Golf course 2 years in a row!

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  Feature Films for Families

  Jan 1998 - Jan 2000

  Preferred Customer Sales

  Sold 300 family films a day 20 at a time over the phone

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  Staples

  Sept 2000 - Apr 2002

  Computer Sales Associate

  Lead the store in sold 5 year Warrenty’s every month on Computers. I earned an 8 gig palm pilot. Sold a lot of scanners, nextel phones, and Compaq computers to pay my way through school at Dixie State

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  Dixie State University

  Sept 2000 - May 2002

  Associate Graduate Student

  Full time student- part time staples employee

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  Feature Films for Families

  Apr 2002 - Apr 2006

  Preferred Customer Sales

  ‌#1 in sales. PC department

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  Investools

  Apr 2006 - May 2016

  Sr Active Trader Education Counselor Self Directed APPEX client Specialist FL- GA

  ‌Responsible for three financial branches and overseeing 27 investment consultants needs at the highest level of complex beta weighting-Delta neutral strategies for accelerated income and growth through re-investing dividends to personalize webex presentations for my most valued client/students to ensure they crushed their financial goals. implimented Investools education options and curriculum via telephone consistently with over 15 hours of talk time per week. Developed and fostered a book of business relationships with key holders presenting pitches and widening company offerings.This lead to continual growth of monies managed by TD Ameritrade and the growth of the education programs offered while maintaining quarterly and annually company objectives. Show less

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  TD Ameritrade

  Jan 2009 - Jan 2016

  President, Guiding co-alition Options/Derrivatives/Futures/Forex Top Down Communicator

  I created and customized education plans I developed personally based on over a decade of high-frequency day trading of strictly derivatives, equities, and Spot Forex. Taught TD Ameritrade's most valuable and Elite clients labeled "Apex" clients. I would also communicate weekly/monthly/quarterly depending on the demand for my time my clients needed as to help them learn and develop their own skill set which is non-existent today as it competed against the Advice solutions TD Ameritrade promoted as a "hands-off fee-based" Managed solutions that The investment consultants sell clients to hit specific targets on the other side of the organization so EVERY one of my clients needs where exceeded.Used the AFE promotion to drive over 100MM in NNA for my 3 branches quarter after quarter empowering clients 1 at a time. I worked with The smartest clients each day at the highest level of complexity. If you can trade it, I know everything about it and completed the Ph.D. equivalency program through Investools as a solutions consultant and Day Trader, Options and Derivatives Expert, Futures and Forex and even options on futures from the cash-settled indices to the 10-30 year treasuries. The only products I avoided and do not have experience trading but fully understand from underwriting to valuations are Bonds, notes, and T-Strips. I specialized in gaining an immediate and I do mean intimate understanding on the most sacred level around my clients/students specific needs and goals through Investools from TD Ameritrade as to create and specific, objectives based regiment based on my clients portfolio expectations by the code of always putting my clients needs and best interest with respect to risk tolerance ahead of all else which, made me the number 1 EC within the organization in selling education each year within this role without exception aligning pillars in our organization through private "closed-door" Monthly Guiding Coalition meetings. Show less

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  InsideSales.com

  Jul 2016 - Mar 2017

  Inside Sales mid- Enterprise Account Executive

  InsideSales.com has received numerous accolades for its technology, including being named to the CNBC Disruptor TOP 50 in August 2016 and Forbes Cloud 100 lists, and earning recognition as one of the fastest growing companies, per Inc Magazine in October of 2016.

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  AdvancedMD

  Apr 2017 - Mar 2020

  Sr. District Manager Practice Direct/Private Practice United States of America & US Territories

  As a Practice Direct District Manager, it's my responsibility, ethical and moral obligation to demonstrate no less than 3 integrated workflows for private practices with 5 providers or less that amount to a perceived and fulfilled value that you will not see shared today in real time outside of ADvancedMD. From family practices to unique clinics, I hope to share ADvancedMD's solution with you if you're a provider so you can intelligently gain the insight truly needed to evaluate the landscape. It certainly helps to know your encounter rate, monthly A/R in real-time, and if you know where your RVU's are, I can save you time by knowing exactly what to look for if your in need of an EMR/EHR-PM solution as the only limitations with configuration of the Advancedmd platform as a Medical practice Optimization suite AdvancedMD will completely change the eco-system within your private practice and I would love to show you how. Bill Show less

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  Proofpoint

  Mar 2020 - now

  NY City Exclusive Enterprise Sales

  Proofpoint is The vendor of preference in the Fortune 100, Financial Regulatory, Government, & strictest of Medical security by over 75% of Enterprise Organizations.My detailed focus is to share with CISO's and those responsible for managing risk within the organization and clients they are responsible for protecting How Proofpoint has been able to solve that problem. I am very fortunate to have Proofpoint's resident in house expert in CT join me to show you who your most vulnerable and attacked people are to assess and work with you to perfect policies as the #1 industry leader in EFD 7 years in a row.Realtime visibility fueled by profile specific and customized reporting for instant remediation including META delivers the full organizational security to see everything with multi-authentication encryption that trusts nothing. Our CASB solution integrated with partners like Crowdstryke - OKTA- Palo Alto and many more is replacing antiquated security software intended to secure systems, as there are no "patches" to update and fix people.Its ultimately satisfying to concentrate my full potential in representing Proofpoint with my resident in house expert Steve, our Sr. Software Engineer in CT to simply compare the "current state" of your organization's security solutions to contrast Proofpoint's "Future state" as 94% of current Company compromises come from socially engineered email threats that we have a singular or fully integrated solutions for. It only takes one person, one email to potentially cripple an entire organization as I have already experienced lacking simple SPF- DMARC- DKIM P=Reject as I map out my territory Its clear to me over 80% of the organizations I'm responsible for truly helping Do not even have DMARC in place, Seeing is believing and I'm here to make it as simple as possible to discover and find out with absolute certainty why Proofpoint stands alone as the preferred vendor of choice in protecting your biggest risk, people. Bill Show less