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John Zepeda
Director Of Wholesale and Business Development
Professional Background
John Zepeda is an accomplished professional with an impressive career trajectory in the finance and sales sectors, marked by leadership roles at well-respected organizations. Currently, he serves as the Director of Wholesale at J.G. Wentworth, where he plays a critical role in overseeing the wholesale operations and development strategies of the company. His extensive experience in business development and sales management is complemented by a solid educational foundation, having studied for his Bachelor of Science degree at the University of Pennsylvania, a prestigious Ivy League institution known for its rigorous academic programs and strong emphasis on business education.
Before taking on his current role at J.G. Wentworth, John was the Director of Business Development at Stratus Funding, where he was instrumental in driving revenue growth and establishing strategic partnerships. His tenure there showcased his adeptness in building and sustaining client relationships, a quality that has been a consistent theme throughout his career.
John also has a diverse history in sales and financial advisory roles. He honed his skills as a Financial Advisor at Edward Jones, where he was dedicated to assisting clients in creating sound investment strategies and achieving their financial goals. His earlier positions included significant roles at Stone Street Capital, where he served as both Director of Sales and National Sales Manager, further solidifying his expertise in sales leadership.
One notable aspect of John's career is his entrepreneurial spirit, evidenced by his role as Co-Founder and Vice President of Sales at Rescue Capital. His ability to identify market opportunities and innovate solutions has been key to the success of his ventures. Additionally, his time as the National Manager of Wholesale Development at J.G. Wentworth and as an Account Manager equipped him with a comprehensive understanding of wholesale operations and client management.
Education and Achievements
John Zepeda’s academic journey began at the University of Pennsylvania, where he pursued a Bachelor of Science degree. The University of Pennsylvania is renowned for its robust business curriculum and has produced some of the most influential figures in the finance industry. This background has undoubtedly laid a strong groundwork for John, enabling him to integrate theoretical knowledge with practical experience in dynamic environments.
During his studies, John also served as a Research Assistant for Professor Gerald McDermott at the Wharton Business School. This experience provided him with exposure to academic research and insights into the complexities of business theories and practices, further enhancing his analytical and critical thinking abilities.
Achievements
Throughout his extensive career, John has accumulated numerous achievements that highlight his commitment to excellence and professional growth. His leadership at J.G. Wentworth has not only led to increased efficiency in wholesale operations but also contributed to the company's overall growth in market share. His innovative strategies have positioned the organization to meet the evolving demands of the financial landscape.
At Stratus Funding, John's strategic vision and execution in business development initiatives resulted in significant revenue increases, showcasing his ability to navigate and thrive in competitive markets. His essential contributions during his time at Stone Street Capital helped to streamline sales processes and enhance customer engagement, reinforcing the company's standing in the financial services industry.
John’s performance as a Financial Advisor at Edward Jones resulted in a loyal client base and high customer satisfaction rates, which reflect his dedication to putting clients first and his expertise in financial planning.
Moreover, as Co-Founder and Vice President of Sales at Rescue Capital, John's innovative approach to sales development not only fostered business growth but also demonstrates his entrepreneurial acumen and knack for identifying new market trends. His ascent from an Account Manager to Director of Wholesale at J.G. Wentworth signifies a career marked by hard work, strategic thinking, and a relentless pursuit of professional excellence.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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