Summary
Overview
Work History
Education
Skills
Timeline
Generic
Shane Gould

Shane Gould

Huntersville

Summary

As a highly motivated and goal fo professional, I have a proven track record of success in optimizing services/products to acquire and maintain clients. I am skilled in strategic mind mapping and analyzing information to determine product/service needs and suitability. As a determined professional, I seek to utilize acquired data and sales skills to help prospective clients see the value and suitability of products/services leading to closed sales. My experience is mostly in financial services, yet I am adept at plying my sales skills in any field. I was with TIAA for 15 years. I left during covid when the company offered generous payouts through a voluntary separation program they created in reaction to the covid shutdown. That 15 years proves my stability.

Overview

26
26
years of professional experience

Work History

Shopper

Instacart
Huntersville
02.2025 - Current
  • Work independently shopping customer orders at various retail merchandise stores and delivering goods to their doorstep.

Executive Recruiter

Tobey Richey and Associates
Remote
03.2024 - 11.2024
  • Cold called and Conducted in-depth candidate interviews to assess qualifications and cultural fit.
  • Coordinated interview schedules between candidates and hiring teams effectively.

Mineral Acquisition Agent

Maven Royalty Partners
Remote
01.2023 - 01.2024
  • Cold called Mineral rights owners to make offers to purchase their mineral rights and/or royalties, negotiate a price and close deals.

Sales Executive

Vacasa Vacation Rentals
Remote
06.2022 - 11.2022
  • Performed strategic market research to identify vacation rental home owners and cold called to determine their property management needs.
  • Prepared proposals for presentation to home owners.
  • Negotiated service pricing to close deals.
  • Coordinated with home owners and property management team to get home online or transition from former property management company.

Financial Consultant

TIAA
Charlotte
06.2005 - 11.2020
  • Series 7 and 65 Licensed Registered Representative and Registered Investment Advisor Representative working in various sales and and service roles over 15 years.
  • Consulted with retirement plan participants to assist them in managing their retirement accounts
  • Performed Investment suitability assessments, presented portfolio analysis and made portfolio recommendations.

Financial Advisor

Raymond James & Assoc
Huntersvile
01.2000 - 05.2005
  • Cold called to obtain clients
  • Developed personalized financial plans for diverse client portfolios.
  • Conducted regular market analysis to inform investment strategies.
  • Advised clients on asset allocation and risk management techniques.

Education

BBA - Finance

University of North Carolina At Charlotte
Charlotte, NC
12-1999

Skills

  • Negotiation techniques
  • Customer relationship management
  • Market research
  • Proposal development
  • Relationship building
  • Strategic mind mapping
  • Communication
  • Sales

Timeline

Shopper

Instacart
02.2025 - Current

Executive Recruiter

Tobey Richey and Associates
03.2024 - 11.2024

Mineral Acquisition Agent

Maven Royalty Partners
01.2023 - 01.2024

Sales Executive

Vacasa Vacation Rentals
06.2022 - 11.2022

Financial Consultant

TIAA
06.2005 - 11.2020

Financial Advisor

Raymond James & Assoc
01.2000 - 05.2005

BBA - Finance

University of North Carolina At Charlotte
Shane Gould