This document provides a summary of qualifications for Robin Patrick, including over 20 years of experience in sales management, business development, revenue growth, and organizational development. Recent roles include Director of Education for Contractors School, where Robin spearheaded efforts to reduce fulfillment times by 80% and coached staff on identifying client needs. Prior experience includes Senior Education Counselor for Investools, where Robin received multiple President's Club Awards, and Senior Independent Business Broker for Business Resource Center, where Robin played a key role in enhancing market share.

1. ROBIN PATRICK
Woods Cross, UT 84010 ~ 801-631-7898 ~ robinpatrick62@gmail.com
SUMMARY OF QUALIFICATIONS
Progressive professional with proven achievement in driving sales, improving customer satisfaction ratings,
and identifying growth opportunities. Repeatedly landed leadership roles based on demonstrated success
in taking risks, executing strategy, and breaking into saturated markets. Skilled in retaining customers in
tight markets and boosting market share. Adept in leading business development efforts, surpassing sales
targets, and increasing revenue potential within multimillion-dollar organizations. Core competencies:
 Sales Management
 Revenue Growth
 Market Share Growth
 Organizational Development
 Consultative Sales
 Account Management
 Business Development
 Relationship Management
 Training & Development
PROFESSIONAL EXPERIENCE
CONTRACTORS SCHOOL, INC. (2015)
Director of Education
Created and automated procedures for handling client licensing processes. Developed and implemented
state required 20-hour pre-licensure course. Performed lecture for codes and regulations in northern and
southern Utah.
Key Achievements:
 Spearheaded efforts to reduce turnaround times of fulfillment by 80%.
 Coached and trained the team in phone consultations and conversation processes to identify
clients’ needs, which drove revenue growth.
 Educated the team on OSHA, EPA, construction codes/regulations, job costing,
bidding/estimating, and consumer protection.
INVESTOOLS BY TD AMERITRADE HOLDING CORP. (2010 – 2015)
Senior Education Counselor
Devised education plans to help clients meet financial goals. Delivered superior level of service to all
clients. Served as the primary liaison with individual investment consultants and national branches.
Key Achievements:
 Recipient of two President’s Club Awards and National High Performer Award.
 Cultivated positive and enduring relationships with a diverse clientele.
BUSINESS RESOURCE CENTER (2009 – 2010)
Senior Independent Business Broker
Assessed business and operations and identified areas for improvement. Developed processes to bring
businesses back to profitability. Trained brokers in processes and institute metric for lean operations
while ensuring improved internal operations and enhanced efficiency.
Key Achievements:
 Played a key role in enhancing market share using sound sales acumen.

2. ROBIN PATRICK
Page 2 of 2
 Established new processes and wrote software to effectively track all financial data and produced
normalized financial statements for prospective clients.
R&R CONSTRUCTION & EXCAVATING LLC DBA R&R WINDOW INSTALLS (1999 – 2009)
Founder/Managing Member
Maintained accountability for financial management and accounting duties. Executed bidding, estimating,
job costing, and project management functions. Handled risk management initiatives while controlling
costs. Tracked all variables and phases of each job to ensure comprehensive preparation and mitigation
of potential risks/claims.
Key Achievements:
 Provided direction to sales, business development, and revenue growth initiatives.
 Delivered world-class customer service while improving satisfaction ratings.
Early Career:
Founder/Marketing, Business Development – Contractors Licensing Assistance Service, LLC / CIAS
Insurance Service, LLC
CREDENTIALS
General Engineering Exam
General Contractor Exam
Real Estate License Exam
TECHNICAL SKILLS
MS Office, CRM, SAP