Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Andrew Harp

Newport Coast

Summary

Dynamic Brokerage Director at Elevate Financial Partners with a proven track record in client relationship management and business development strategies. Successfully led teams to exceed growth targets while enhancing client experiences. Adept at strategic planning and problem-solving, driving sustainable revenue growth through innovative solutions and strong negotiation skills.

Overview

7
7
years of professional experience

Work History

Brokerage Director

Elevate Financial Partners
Newport Beach
01.2025 - Current
  • Lead and oversee brokerage operations, strategy, and growth initiatives for Elevate Financial Partners.
  • Manage a team of advisors and operational staff while ensuring compliance with regulatory standards.
  • Develop and implement business development strategies to grow client base and assets under management.
  • Collaborate with cross-functional teams to deliver seamless client experiences and innovative solutions.
  • Track performance metrics, identify areas for improvement, and drive sustainable revenue growth.

Account Executive

Meriplex
Irvine
01.2023 - Current
  • Developed and managed a portfolio of 175 key accounts, consistently achieving and exceeding annual sales targets.
  • Developed a deep understanding of client needs and technical landscape to create targeted solutions and cross-sell opportunities.
  • Collaborated with internal teams (Sales, Marketing, Product Development, Equipment sales, vCIOs and Technical Account Manager’s) to deliver seamless customer experiences.
  • Utilized CRM software (e.g., SalesForce and ConnectWise) to track leads, manage client data, and forecast sales.

Account Manager

Altec
Laguna Hills
01.2022 - 01.2023
  • Developed and managed a portfolio of 300 key accounts, consistently achieving and exceeding annual sales targets.
  • Collaborated with cross-functional teams to ensure seamless product/service delivery and resolve client issues promptly.
  • Maintained a strong presence in the industry by attending trade shows, conferences, as well as on-site customer visits.
  • Utilized CRM software (e.g., Dynamics 365) to track leads, manage client data, and forecast sales, improving overall efficiency by 10%.

Financial Advisor

Elevate Financial Partners
Newport Beach
01.2020 - 01.2022
  • Provide comprehensive financial assessments, develop tailored plans and strategies, execute trades, offer ongoing education, collaborate with professionals, stay updated on markets and regulations, and build a diverse client base through various methods.

Business Development

Marquette Blockchain Lab
Milwaukee
01.2019 - 01.2020
  • In 2019, we organized the Milwaukee Blockchain Conference, where we offered blockchain strategy guidance to simplify complexities for our clients.
  • I led workshops aimed at deepening client comprehension of blockchain's potential.
  • Additionally, I provided valuable insights and supported the entire lifecycle of blockchain project development.

Education

Bachelor of Arts Degree - Criminology and Law Studies

Marquette University
01.2020

High School -

Santa Margarita Catholic High School
01.2017

Skills

  • Client relationship management
  • Business development strategies
  • Sales forecasting
  • Team leadership
  • Problem solving
  • Negotiation skills
  • Strategic planning
  • Relationship management
  • Client acquisition

Timeline

Brokerage Director

Elevate Financial Partners
01.2025 - Current

Account Executive

Meriplex
01.2023 - Current

Account Manager

Altec
01.2022 - 01.2023

Financial Advisor

Elevate Financial Partners
01.2020 - 01.2022

Business Development

Marquette Blockchain Lab
01.2019 - 01.2020

Bachelor of Arts Degree - Criminology and Law Studies

Marquette University

High School -

Santa Margarita Catholic High School
Andrew Harp