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