Lu Peralta

Director of Sales

Partnerin, Director of Sales, Downtown Equity Advisors, LLC

Miami, FL, Vereinigte Staaten

Über mich

Having worked in the Health Care Private Equity | Fin-tech | Portfolio Sales Management | Mortgage Banking industry for nearly 15 years, I have proven my emotional stability under pressure while carrying the ability to adjust to new situations. I pride myself in having an unwavering commitment to behaving with integrity and striving for excellence while always displaying courtesy. I have learned through my tenor and self confidence to approach every project with intellectual curiosity while willing to connect and adjust to new information. My experience at Bankers Healthcare Group a winning Forbes 2019 No. 2 best Medium Workplaces in the financial sector allowed me to be bold and accept risk where others freeze. BHG taught me to believe in something else other than your personal needs. Understanding nothing is more interesting than the client’s business problem and learning through experience that the harder the problem the larger the reward.

Fähigkeiten und Kenntnisse

Finance
Project Management
Investment banking
Excel
Word
Securities
Creativity
Team work
Communication Skills
Number of Contracts Signed Per Period
Dollar Value for New Contracts Signed Per Period
Number of Engaged Qualified Leads in Sales Funnel
Hours of Resources Spent on Sales Follow Up
Average Time for Conversion
Net Sales - Dollar of Percentage Growth
Growth in Revenue
Net Profit Margin
Gross Profit Margin
Operational Cash Flow
Current Account Receivables
Inventory Turnover
EBITDA
Number of Customers Retained
Percentage of Market Share
Net Promotor Score
Average Ticket/Support Resolution Time
Number of Qualified Leads
Conversion Rate for Call-To-Action Content
Keywords in Top 10 Search Engine Results
E-Books
Blog Articles
KPI
OKR
Business Development
Private Equity
Debt Advisory
Debt and Equity
Private Capital
Private Funds
Commercial Lending
Funds of Funds
Leveraged-Finance
Monetization
Health Care Finance
Corporate Capital
Mergers and Acquisitions
Venture Capital
Middle Market Projects
Infrastructure
Construction Development
Credit Risk Management
Mortgage Banking
Loan Sales
CMBS
MBS
Managing Sales Cycles To Closure
Proposal Presentation
Custodial Partnerships
Customer Success
Account Executive
Account Management
Portfolio Management
Order Fulfillment Traffic
Fintech
Bank Technology
Commercial Capital
Debt Stack
Settlement of Security
Debt Finance
Equipment Finance
Construction Finance
Commercial Loan Origination
Negotiating and Closing Commercial Loan Contracts
Exceeding Sales Quotas
Salesforce
Enterprise Software
COTS
Value-Based Selling
Cross-Selling
Up-Selling
Credit Risk Tolerance
Targeted Prospecting
Inside Sales
Outside Sales
Inbound Call Centers
Commercial Real Estate
Landlord Representation
Tenant Representation
Assets Management
CRE Redevelopment
Manage Due Diligence Process
Develop and Nurture Institutional Relationships
Private Banking
Sales Manager

Werdegang

Berufserfahrung von Lu Peralta

  • Bis heute 3 Jahre und 8 Monate, seit Sep. 2020

    Director of Sales

    Downtown Equity Advisors, LLC

    Private Banking | Asset Management | Consulting

  • 6 Jahre und 5 Monate, Dez. 2013 - Apr. 2020

    Sr. Portfolio Sales Manager

    Bankers Healthcare Group, LLC

Sprachen

  • Spanisch

    Fließend

Interessen

Public Market Equities
Fixed Income
Private Equity
Real Estate
Hedge Funds
Private Credit
Functional Medicine
Health Care Technology
Digital Ledger Technology
Vertical Farming
Private Banking
Software as a Service (SaaS)
Deep Learning

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