William A. Grist, Jr.

5885 Greenbrier Rd
Atlanta, Ga. 30328
Cell: 404-358-0855
wg1050ace@westpost.net

STRENGTHS: Proven top-performer and demonstrated leader in fast paced, dyna

mic sales environments for the Financial Services and Utilities industries. Reco
gnized for meeting or exceeding sales plans based on conceptual and strategic se
lling.
EXPERIENCE:
RKS Research and Consulting, Brewster, NY
Director of Business Development (3/30/2010 to present)
* Marketed research and consulting services to utilities and fortune 500 compani
es in the U.S. and Canada
* Updated sales strategies for promoting market research and consulting that res
ulted in a 24% increase in sales
* Conducted market research to analyze market trends and incorporated these resu
lts in making company strategy for developing new research and consulting produc
ts in the areas of customer satisfaction, energy efficiency, smart grid initiati
ves, and green energy programs
* Implemented Salesforce CRM software to track customer interaction and sales ac
tivities
E Source Inc., Boulder, CO
Director, Business Development (9/20/2007 to 6/30/2009)
* Increased sales by $1,500,000 during first year over the previous year through
45 face to face meetings
* Increased research membership by 20% by landing large utilities and fortune 5
00 companies, both in the U.S. and Canada
* Brought in one of the largest accounts for the 2008 year
* Established a 90% renewal rate for my territory
Chartwell Inc., Atlanta, GA
Director of Sales and Marketing (11/4/2004 to 9/15/2007)
* Increased sales by 40% during first year over the previous year.
* Grew research membership by 38% by landing 50 large utility accounts for Chart
well, Inc. in 2006.
* Updated the design of marketing materials used by Chartwell, Inc.
* Collaboratively established processes and systems that produced a 92% renewal
rate among our utility customers.
Robert W. Baird & Co., Alpharetta, GA
Investment Vice President (4/17/2001 to 2/17/2004)
* Was ranked in the top 15 percent of investment brokers based on growth of busi
ness and portfolio performance
* Analyzed clients' financial status, developed financial plans based on analysi
s of data and discussed financial options with clients.
* Presented with the President's Achievement award by Federated Investments in 2
001 for selling $5,000,000.00 of their funds.
J. C. Bradford & Co. / Paine Webber Subsidiary, Atlanta, GA
Investment Vice President (1/1/1992 to 4/16/2001)
* Increased individual current asset base from $0.00 to $65,000,000 over a 6-yea
r period.
* Increased individual commission base by an average of 85% a year from 1994 to
2000.
* Ranked in the top 20% in sales out of 800 brokers at J. C. Bradford & Company.

EDUCATION: B.B.A. In Finance; Minor: Economics

Georgia State University 1992
Chicago GSB
Executive Program in Strategic Sales Management 2005
Fundamentals of Effective Sales Management 2006
Miller Heiman
Completed courses in Conceptual Selling and Strategic Selling 2008