Sales, Client Success & Service
Profiles of sales leaders, customer success professionals, and service executives focused on growth and client relationships.
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SalesSimon Joseph
Simon Joseph is the founder of Joseph Wealth in Alexandria, Virginia, an independent financial advisor focused on long-term planning, tax-efficient investing, and clear guidance…
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SalesDennis Farrah
Dennis Farrah is a Fishers, Indiana-based financial planning and accounting professional whose 40-year career was shaped by Boston grit, U.S. Army discipline, and a…
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SalesBen Roper
Ben Roper is a REIT specialist at Capital Square in Richmond, Virginia, focused on 721 UPREIT exchanges. This spotlight covers trust-first dealmaking, reputation risk,…
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SalesDeAndre P. Sears
DeAndre P. Sears builds business by treating trust like a system. At Peak Trust Company, he scaled referral ecosystems, tightened conference playbooks, and won…
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SalesKristie Nicodemus
Kristie Nicodemus is an employee benefits leader in Atlanta and Senior Business Development Advisor at Mercer. After 22+ years at OneDigital, she focuses on…
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SalesKavya Travel
Kavya Travel, an Indianapolis, Indiana travel company, served 10,000+ customers in 2023 by taking 500+ calls a day with real agents, not bots. They…
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SalesRockFence Capitals
Excerpt: RockFence Capitals is a Georgia-based landscaping and hardscaping company focused on patios, stonework, drainage, and 3D design plans, helping homeowners create durable outdoor…
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SalesRyan Rearden
Ryan Rearden is a Las Vegas hospitality executive and Vice President of Sales & Hospitality at Drai’s Enterprises, known for improving guest experience, leading…
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SalesSteven M. Gillhouse
Steven M. Gillhouse is vice president of sales at Cornerstone Building Brands, a sales and marketing executive whose two-decade career spans Simonton Windows, USG…