Tracy Mousner

External wholesaling role covering AZ, UT, NM. Numerous products from mutual funds, interval funds, preferred stock, non traded REIT's, Reg D private placements, DST's, annuities.

• Forecasted annual, quarterly, and monthly sales goals.
• Maximized revenue potential by analyzing trends, competitors, and industry developments to capitalize on emerging opportunities.
• Built relationships with customers and community to establish long-term business growth.

Helped to launch Peachtree Hotel group into the Broker Dealer channel as the first external hired in the Capital Markets group. Successful in helping to launch and raise capital for several series of Reg D private placement funds. Attended numerous conferences with speaking / presentation roles. Helped financial advisors grow their practices with seminars to high net worth clientele. Territory covering the western half of US.

• Communicated product quality and market comparisons by creating sales presentations.
• Fostered long-term relationships with key accounts, ensuring repeat business and sustained profitability.
• Implemented systems and procedures to increase sales.
• Developed and executed strategic sales plans for consistent growth in the region.

• Oversaw business-wide changes to modernize procedures and organization.
• Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
• Used market insights to capitalize on key business opportunities for new advantageous partnerships.
• Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.

• Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
• Fostered long-term relationships with key accounts, ensuring repeat business and sustained profitability.
• Launched successful promotional campaigns that generated increased brand awareness and contributed to top-line growth.
• Built relationships with customers and community to establish long-term business growth.