Boyd Richie

Background

About Boyd Richie

Through my experience at Fidelity Investments and Charles Schwab, I've gained deep insight into how financial professionals interact with technology, their pain points, and what drives their decisions. This understanding, combined with my background in consultative selling at REI, has shaped my approach to building lasting customer relationships through genuine curiosity and solution-focused conversations. I'm now excited to translate these skills to B2B sales, where I can help drive meaningful business impact through technology solutions. CORE COMPETENCIES - Consultative Sales & Client Relations - Customer Need Analysis - Creative Problem-Solving and Approaches - Process Improvement TECHNICAL SKILLS - CRM & Sales Tools: Salesforce, Pipedrive, ZoomInfo, HubSpot - Analytics & Business Tools: Google Suite, Microsoft Suite, Trading Platforms - Project Management: Google Project Management Certification - Cybersecurity: Fortinet Certified Fundamentals in Cybersecurity KEY STRENGTHS - Self-starter, curious and creative - Proven ability to ask intelligent questions and actively listen to uncover needs - Track record of consistently meeting and exceeding performance metrics - Experience presenting complex information clearly to diverse audiences - Strong technical aptitude and familiarity with CRM systems - Enthusiastic, eager learner