Peter Oliver Goldman
Henrico,VA
Summary
Dynamic Sales and Recruitment Professional with extensive experience managing high-volume books of business. Having built a strong foundation in banking and collections, I seamlessly transitioned into the investment sector, demonstrating the professional flexibility to thrive in diverse, fast-paced financial environments. I am a strategic relationship builder and brand ambassador who excels at new business development, managing the full sales and recruiting cycle from initial sourcing to final placement.
Overview
9
9
years of professional experience
Work History
Senior Recruiter
COSTAR
Richmond, VA
04.2021 - 02.2026
- Partnered with HR Business Partners to ensure that the talent needs of the organization are met
- Consulted with hiring managers on all aspects of the talent acquisition process to include recruitment strategy, candidate selection, compensation recommendations, and offer presentation support
- Oversaw full-life cycle recruiting process for multiple requisitions for cross-functional teams.
- Built and managed candidate pipelines, develop and execute on a sourcing strategy, properly assess candidate qualifications, and present and close opportunities effectively
- Drove for results, be inquisitive, perpetuate a sales and service orientation towards clients and candidates and be a strong relationship builder
- Adjusted easily in a dynamic environment and have a passion for the company and craft
- Knowing the market, understand business strategy and priorities, and build and grow talent networks
- Averaged over 100 prospective activities and 10-12 candidate meetings weekly
- Maintained a 90% employee retention on directly recruited candidates
Sales Executive
COSTAR
Richmond, VA
04.2021 - 03.2022
- Represented the Ten-X product line.
- For Ten-X I would host and attend industry events and networking with commercial real estate professionals in your market
- Gained a thorough understanding of clients and their needs while building strong lasting relationships with key decision makers
- Became an expert in the Ten-X end-to-end transaction platform and marketing solutions
- Completed ownership of the full sales cycle including prospecting, pitching, marketing, and closing
- Conducted client and prospect presentations of our products and services
- Underwrote and valuate prospect and client’s assets
- Managed relationships with commercial real estate brokers, sellers, and buyers before during and after the auction process
- Worked as team lead to support the client
- Developed and maintained strong client relationships to drive sales growth.
- Analyzed market trends to identify opportunities for product positioning and expansion.
- Led strategic sales initiatives that improved overall revenue performance.
- Collaborated with marketing teams to create tailored promotional materials for key accounts.
Financial Advisor Specialist
Envestnet Money Guide
Richmond, VA
04.2018 - 04.2021
- Highly trained support specialist who can answer any important questions within our software.
- Assisted advisors around the country with understanding, using, building, reporting and presenting highly sophisticated financial plan solutions.
- Helped to ensure Advisors get the most out of the financial planning tools, modules, and solutions within the software.
- Worked to write and deliver webinars that focus on specific topics and areas of the software.
- Defined integration abilities as well as foster the connection and troubleshoot the bridge of highly classified client information from an array of outside systems and contact management systems.
- Incorporated income sources, goals, and solutions to help Advisors build and illustrate all facets of retirement planning to their clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
Investment Consultant
Scottrade
Richmond, VA
12.2016 - 03.2018
- Contacted prospective customers to discuss goals, needs and timeframes so that services were then outlined to help the client meet their goals
- Determined customers’ financial services needs and prepare proposals to sell services that address these needs
- Conducted information gathering meetings with clients and asset reviews
- Developed prospects from current customers, referral leads and sales meetings
- Facilitated meetings between clients and registered investment advisor partner firms
- Serviced current clients with their needs which included assisting with questions, paperwork, and processing of all their account needs
- Developed and implemented investment strategies tailored to client goals and risk tolerance.
- Conducted comprehensive financial assessments to identify growth opportunities for clients.
- Analyzed market trends and provided insightful recommendations to enhance portfolio performance.
Education
Bachelor of Science - Human and Health Performance
University of Louisiana At Monroe
Monroe, LASkills
- Proficient in Salesforce LinkedIn recruiter, Eightfold, Word, Excel, Outlook, Workday, PowerPoint, Supervision, Frontpage, Dream Weaver, InvestmentView, Boolean search techniques, Candidate sourcing, Competency-based interviewing, Applicant tracking systems, Talent acquisition, Salary and benefits negotiations, Onboarding process management and Job posting optimization
Timeline
Senior Recruiter
COSTAR
04.2021 - 02.2026
Sales Executive
COSTAR
04.2021 - 03.2022
Financial Advisor Specialist
Envestnet Money Guide
04.2018 - 04.2021
Investment Consultant
Scottrade
12.2016 - 03.2018
Bachelor of Science - Human and Health Performance
University of Louisiana At Monroe