Donald J. Gilbert
About Donald J. Gilbert
Donald J. Gilbert is a Senior Account Executive with over 23 years of experience in software sales and financial services. He has held various roles at prominent companies, including Citi Private Bank and UBS Private Bank, and has consistently achieved high performance in sales.
Current Role at Qualia
Donald J. Gilbert serves as a Senior Account Executive at Qualia, a position he has held since 2018. In this role, he is responsible for managing client relationships and driving sales initiatives. His extensive experience in sales management allows him to effectively oversee the entire sales process, from prospecting to closing deals. His tenure at Qualia highlights his commitment to the company's growth and success in the real estate technology sector.
Previous Experience in Financial Services
Prior to his current role, Donald Gilbert accumulated significant experience in the financial services industry. He worked at Citi Private Bank as an Investment Specialist from 2009 to 2014 and held various positions at Citigroup and UBS Private Bank. His roles included Institutional Sales and Trade Support Analyst, contributing to a solid foundation in financial products and client management.
Sales Experience at OutboundEngine
Donald Gilbert's career at OutboundEngine included multiple roles, such as Junior Account Executive, Account Executive, and Senior Account Executive, spanning from 2016 to 2017. He also briefly served as an Account Director. His responsibilities involved managing sales processes and client accounts, which enhanced his skills in software sales and customer engagement.
Educational Background in Finance
Donald Gilbert studied at Rider University, where he earned a Bachelor’s Degree in Finance. This educational background provided him with a strong understanding of financial principles and practices, which he has applied throughout his career in both financial services and sales.
Career Overview and Expertise
With over 23 years of combined experience in software sales and financial services, Donald J. Gilbert has developed a diverse professional background. His expertise encompasses sales management, client relationship building, and financial advisory services. He has consistently demonstrated high performance, achieving the top position in Annual Recurring Revenue (ARR) for five out of the last six years.