Brian A. Wescott
Brooklyn
Summary
Goal-oriented executive offering 10+year history in sales, along with superior networking, lead generation and business development skills. Adept at acquiring new clients and developing creative solutions for any need. Decisive and hardworking leader focused on achieving sustainable growth in dynamic market conditions through exceptional leadership and relationship-building strengths. Prepared to bring knowledge and strengths to dynamic new role.
Overview
20
20
years of professional experience
Work History
Outreach Specialist
Foreclosurehelp.NYC
11.2024 - 12.2025
- Conducted needs assessments to tailor outreach effectively.
- Collaborated with team to align outreach efforts with organizational goals.
- Analyzed feedback data to refine outreach initiatives for improved effectiveness.
- Networked to build new connections and make initial contacts with prospects.
- Recorded, transcribed and maintained confidential client information into applicant tracking system and database.
- Improved overall client satisfaction with timely follow-ups, diligent communication, and attentive problem-solving skills.
- Enhanced effectiveness by continuously evaluating outcomes and implementing data-driven improvements.
- Maintained accurate records of client interactions, progress, and outcomes using CRM software for efficient reporting purposes.
- Managed a caseload of clients, providing personalized support and guidance throughout their journey to access vital resources.
- Built trust with clients by consistently following up on progress and offering additional support when needed, fostering long-lasting relationships.
CEO
PlanIt Positive LLC
04.2019 - 09.2024
- Designed and produced retail product The Positive Paper Composition Notebook.
- Plant Positive and Positive Paper Brand Creation.
- Utilized partnerships with existing clients to move products and deliver new services.
- Designed and developed Website The Positive Paper.com.
- Designed Plant Positive Affirmation Android App
- Designed economical marketing promotions at local community events.
- Successfully spearheaded campaigns on social media platforms including Facebook, Twitter and Instagram.
- Spearheaded the rollout of marketing plan, enabling the organization to successfully and profitably adapt to changing market conditions.
- Leveraged expertise to conduct financial analysis, research business deals, negotiate and close on critical contracts.
- Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
- Devised and led strategic improvements to resolve issues and implement necessary updates to website and android application.
Licensed Real Estate Agent
Douglas Elliman Real Estate
03.2017 - 09.2018
- Contact property owners and advertise services to solicit property sales listings.
- Interview clients to determine what kinds of properties they are seeking.
- Coordinate appointments to show homes to prospective buyers.
- Advise clients on market conditions, prices, mortgages, legal requirements and related matters.
- Compare a property with similar properties that have recently sold to determine its competitive market price.
- Generate lists of properties that are compatible with buyers' needs and financial resources.
- Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
- Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings to remain knowledgeable about real estate markets.
- Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
- Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
- Assisted in developing marketing material for properties.
- Actively follow-up with prospects and hot leads.
Field Representative
Mueller Services
06.2015 - 02.2017
- Conduct research, identified, contacted, built rapport and set appointments with homeowners for consultation.
- Completing routine underwriting reports in a timely, efficient manner.
- Recording on site observations in accordance with customer-specific requirements.
- Speaking directly with policyholders.
- Driving to residential and commercial properties.
- Identifying and photographing potential hazards.
- Taking measurements.
- Uploading photos onto our website.
- Creating drawings using field diagramming software.
- Manage assignments given on a daily and/or weekly basis.
Foreclosure Advisor
Homeowner Assistance Services of NY
02.2013 - 06.2013
- Conducted research, identified, contacted, built rapport and set appointments with homeowners for consultation.
- Consulted Homeowners in person and over phone and advised on appropriate actions to resolve current situation.
- Conducted home visits when necessary.
- Trained new employees.
- Updated and maintained a current lead base.
Personal Banker
JP Morgan Chase
06.2008 - 01.2013
- Opening deposit accounts and taking loan applications.
- Selling financial products (e.g. Credit Cards, CD's IRA's, Loans).
- Responding to customer inquiries and concerns and creating positive solutions.
- Recognizing and referring cross-sell opportunities.
- Performing daily/weekly sales reporting.
- Interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers.
- Quoting rates, terms and programs for loan customer requests.
- Supporting other sales partners as needed.
Account Executive
S.W. Bach
08.2005 - 06.2006
- Adept in creating, developing and executing short and long term financial strategies customized to meet client needs in a profit driven, customer focused environment.
- Maintained ongoing rapport with clients.
- Monitored domestic equity markets daily.
- Provided investment advice to current and potential clients relating to stocks, bonds, mutual funds, etc.
- Supervised and trained a staff of five employees.
- Assisted staff in developing sales techniques, presentations and referrals.
- Acquired new accounts by phone prospecting.
- Researched and developed niche markets and leads.
- Increased assets under management and built a referral base for cross selling.
- Utilized market trending and analysis to develop investment strategies.
- Responsible for portfolio/account management & growth.
- Expanded client base to include foreign clients by prospecting international markets.
- Generated five to ten leads daily.
- In charge of developing employee recruiting and training programs.
Education
A + Certification - undefined
Per Scholas Computer Training School
Bronx, NY01.2007
English
S.U.N.Y Cortland
Cortland, N.Y.01.1999
Skills
Excellent analytical and conflict resolution skills
Exceptional leadership and communication skills
Experience in working in an office environment as a team member to complete group task
Proficient MS Office, Programming operating systems and installation of various software
Hands on experience with Microsoft word and Excel, and the ability to learn new applications with confidence and ease
Business development, customer account management, relationship management, customer retention
Advertising and marketing strategies and goals
Team building and motivation
Computer-savvy
Calm under pressure
Timeline
Outreach Specialist
Foreclosurehelp.NYC
11.2024 - 12.2025
CEO
PlanIt Positive LLC
04.2019 - 09.2024
Licensed Real Estate Agent
Douglas Elliman Real Estate
03.2017 - 09.2018
Field Representative
Mueller Services
06.2015 - 02.2017
Foreclosure Advisor
Homeowner Assistance Services of NY
02.2013 - 06.2013
Personal Banker
JP Morgan Chase
06.2008 - 01.2013
Account Executive
S.W. Bach
08.2005 - 06.2006
A + Certification - undefined
Per Scholas Computer Training School
English
S.U.N.Y Cortland