Jon Foreman ⚡️

Dash Social

Working with Revenue Leadership to build an Enablement function that will accelerate scaling Dash Social’s growth and bring the best in Social Analytics to businesses around the world.

Manager, Sales Enablement

Workleap

•Spearheaded the development of a scalable revenue enablement program setting the foundation for long-term growth; achieved $100M+ annually from SaaS subscriptions.
•Reduced the time for new hires to develop success by 15% through the implementation of structured onboarding and training programs.
•Implemented the MEDDPICC methodology in the development of sales processes, improving deal qualification accuracy and increasing close rates by 10%.
•Partnered with Product and Marketing teams to drive go-to-market strategies for new products, generating $10M+ in annual sales through optimized sales enablement.

Revenue Enablement Manager

Bell

•Optimized sales processes for 40+ retail locations, boosting revenue by 5% through leadership coaching and customer engagement strategies.
•Generated $1M+ in annual recurring revenue by coaching 40+ sales teams (approx. 300 sales reps) on story-driven sales techniques, increasing customer engagement and conversion.
•Exceeded sales targets of 110%+ through data-driven customer segmentation and personalized sales strategies.
•Elevated cross-sales to Residential Services from 5% to 15% in three months by implementing trust-based selling techniques for sales teams.
•Trained Sales Managers on internal coaching frameworks, seller certification processes, and data-driven decision-making, streamlining sales approaches and improving performance.

Regional Team Lead - Small Business and Residential Services Sales (Sales Enablement Manager)

•Provided oversight for an annual $3M staffing/inventory budget.
•Yielded over 250 monthly client acquisitions covering three core lines of business and 100+ total KPIs, by training and coaching a new sales team.
•Grew sales beyond 115% of target, by developing sales and customer experience strategies that focused on customer outreach, pipeline generation, and referral business.
•Consistently bested 10% target threshold for up-sell to additional lines of business to existing customers, by training the sales team on a value-focused and customer-centric sales process.
•Promoted to Store Manager, overseeing top volume stores for Bell Mobility and Virgin Mobile brands.

Retail Store Manager - Bell Mobility Corporate Stores

•Built $20K in recurring sales for the SMB pipeline.
•Exceeded sales target by 110 - 115%.
•Surpassed standards for cross product sales (25%+) and multi-line sales (10%+) consistently.
•Represented team at SMB sales training events, subsequently training the team in newly learned best practices.
•Promoted to 2nd in charge, adding the responsibility of managing and coaching the sales team, while still meeting or exceeding sales quotas.

Sales Consultant - Consumer, Small Business and Residential Services Sales

Fort William Historical Park

•Managed a program which welcomed 200 - 300 visitors per day.
•Hired, onboarded, trained and performance managed a staff of 30.
•Managed an annual staffing budget in excess of $100K.
•Developed guidelines and wrote training materials for all program staff.
•Planned and executed large-scale special events that brought in up to 3000 visitors.

Program Specialist - Historical Program

Supported the tourism and education programs at a provincial tourism and education leader.  Provided bespoke tour and banquet experiences to international tourists, domestic and foreign dignitaries, and VIPs.

Historical Interpreter/Tour Guide - Historical Program

Generator Advertising

Designed, developed, and maintained high-quality, visually attractive presentations as well as administered multiple, ongoing advertising and marketing projects as per clients’ requirements by partnering with a team of highly skilled design leads.

Graphic Designer and Web Developer 

Disrupting L&D bite by bite.

As Revenue Enablement Manager at Workleap, I am founding the enablement function for 7 product lines, supporting Business Development, Account Executive, Account Management, Channel Sales, and Sales Leadership teams. I develop modern sales skills, enhance all GTM launches, and create adaptive sales training and onboarding plans to ensure sales teams ramp and grow effectively.

With over 10 years of experience in sales and leadership roles, I have a passion for coaching, enabling, and empowering others to do their best work. I have led multiple sales teams, run university seminars, and supported more than 40 teams as a Senior Leader and Enablement Leader. I have also earned Agile and Google Project Management certificates to enhance my skills and knowledge in managing complex and dynamic projects. I believe in focusing on the locus of control and helping people unblock themselves and reach their potential.

Sales Enablement Manager

Building out the enablement function at GSoft.  Supporting Business Development, Account Executive, Account Management, Channel Sales, and Sales Leadership teams across 4 product lines.

I develop modern sales skills, enhance all GTM launches within the sales organization, and develop adaptive sales training and on-boarding plans to ensure sales teams ramp and grow effectively.

Developing an enablement framework that will drive 200% growth in revenue in 5 years. Focused on growing common sales frameworks, up-skilling the whole sales organization, and improving coaching.

My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Freedom Path Wealth

Freedom Path Wealth is a financial planning firm built for top performers in Big Tech, especially those at Salesforce, Oracle, and Paycom.

We help high-earning account executives take control of stock compensation, manage variable income, reduce taxes, and turn peak earning years into lifelong financial freedom.

Whether you're navigating equity compensation, planning early retirement, or just tired of feeling like your money isn't working hard enough, you'll get a customized strategy and ongoing partnership built for your lifestyle.

Disclosures: Securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000. CA Insurance License #4148846. Domiciled in PA. Freedom Path Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

I am licensed to sell insurance in: AL, AZ, CA, DE, FL, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, WI, WV, UT. CA Insurance License #4148846. Domiciled in PA.

Armando Sallavanti is registered to transact securities business in: AL, AZ, CA, DE, FL, GA, HI, IL, IN, KY, MA, MI, MD, MN, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV and WY.

Founder and Financial Advisor

Followers to Fact Finders

Teaching growth-minded financial advisors to generate fact finders using LinkedIn without paid ads, ghostwriters, or awkward asks to their network.

Over the past 3 years, I've scaled my own advisory revenue by 100%+ using organic LinkedIn strategies, generating 1,000+ leads and over $1,000,000 in revenue while earning a Top 25 spot in financial planning fees at MassMutual in 2024.

Unlike marketing gurus teaching theory from the sidelines, I'm a producing CFP® sharing exactly what works in the trenches. 

My coaching community delivers:

- 2 monthly live group coaching calls with real-world strategy
- Complete LinkedIn system covering profile optimization, content strategy, and conversion frameworks
- DM templates and commenting strategies that build relationships, not resistance
- Lead magnet and email nurture systems designed specifically for advisors
- Community support from other growth-focused financial planners

This isn't about shortcuts or automation. 

It's how you build authentic relationships and position yourself as the obvious choice when prospects are ready to work with an advisor.

The result? 

Advisors who implement our system can stop hunting for clients and start attracting them, creating a predictable lead flow that scales their practice without burning them out.

Founder and Coach

Finseca

As a proud member of Finseca, an organization dedicated to advancing financial security for all, I’ve had the privilege of speaking on national stages at both the LAMP and Advanced Markets conferences. 

My talks focus on turning complex planning topics into real-life strategies that drive better client outcomes. 

Finseca brings together the most elite minds in the industry, and being invited to speak and contribute is both an honor and a reflection of the impact we’re making at Freedom Path Wealth.

Speaker and Member

The Outlier Project

I serve as T.O.P.’s personal finance advisor, speaking to the community multiple times a year and serving as the go-to resource on building wealth with intention. 

It’s an honor to give back to this tribe of outliers while helping members build real financial security in the process.

The Outlier Project is a private community of 700+ high performers across business, sports, military, and media - home to names like Heather Monahan, Brandi Chastain, Jason Redman, Layla Ali, and Jesse Itzler. 

Founded by Scott MacGregor, it’s a space where growth-minded leaders come to elevate their mindset, build elite relationships, and do extraordinary sh*t with extraordinary people.

T.O.P. Advisor

MassMutual Greater Philadelphia

Intern

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

Many people making $500k+ are still winging it.

And it’s costing them... big time.

The income’s there. 
The RSUs are vesting. 
The lifestyle looks great on the outside.

But behind the scenes? 

It’s messy:

→ No cash flow system
→ Surprise tax bills
→ Missed opportunities
→ Constant guilt they “should have it together by now”

That’s where I come in.

I help tech professionals at Oracle, Salesforce, and Paycom build a financial system that makes their money work harder without them working harder.

✅ We automate cash flow
✅ Optimize RSUs + ESPPs
✅ Turn commissions into passive income
✅ And bring everything under one clear plan

“We bought a vacation home in Mexico… and never could’ve done it alone.” – Sam**
“Now I have structure, peace of mind, and real momentum.” – PJ***
“I finally feel financially stable and confident.” – James****

This isn’t cookie-cutter. 

This is custom strategy, real results, and someone in your corner every step of the way.

If you’ve outgrown basic advice and want something that actually matches your income level, we should talk.

Message me PLAN for more details.

📩 Not ready? Get my free emails: https://mailchi.mp/financialguide/newsletter


*All testimonials above are current clients and were not compensated for their testimonials. Their testimonials may not be representative of the experience of other clients and is not indicative of future performance or success. 
**CRN202705-8760411 
***CRN202705-8760450 
****CRN202705-8760433

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The Battle

Jon Foreman ⚡️

Mando Sallavanti III, CFP®, CEPA, ChFC®

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