Analytical problem solver and self-starter with 2+ years of strategic prospecting, data analysis, and client management experience. Individual focused on driving effective solutions with a data-driven and analytical ethos. Strong communicator delivering complex ideas to non-technical parties. Passionate about money markets and the deeper implications and operational values that can be generated from them. Seeking a role in finance that will position me to leverage my passion, education, and experience to generate tangible value for a firm in this space.
Designed and implemented the company’s business development strategies through targeted campaigns to reach optimum client prospects, including infection preventionists, chief nursing officers (CNO), and hospital administrators.
● Developed, produced, and presented comprehensive market and prospect presentations and reports for use by internal and external stakeholders through rigorous data analysis.
● Analyzed product and market data to help drive conversations with leadership and client prospects that helped increase company revenues by 1400% within a 1-year time frame.
● Successfully managed high-value pipeline with an estimated $3,000,000+ dollars in cumulative ACV.
● Collaborated in weekly calls discussing market conditions and revenues in order to generate effective responses to broader
financial conditions.
● Directed 65,000 communications between myself and target prospects per annum.
● Examine sales data, market trends, and customer insight in order to forecast accurate future sales data.
Market Expansion Project
● Led the expansion of the company’s market reach into other geographical areas in the Southeast such as Florida, Alabama, Mississippi, South Carolina, and North Carolina
● Conducted market research and developed plans to help more specifically tailor strategies towards new segments.
Competitive Analysis Project
● Spearheaded a project to analyze and understand similar vendors in the same space.
● Monitored other vendor activities which included analyzing the strengths and weaknesses of competitors.
● Helped create a plan to position ourselves more favorably against other companies’ products.
With over 11 years of experience in the financial services industry, I am a driven and motivated branch manager who leads by example and inspires others to achieve their goals. I have a proven track record of delivering exceptional customer service, increasing branch profitability, and managing compliance and operations functions.
I am detail oriented with several years of customer service and financial experience. I am also a team player with strong technical skills and experience in training new team members.
Anti-Money Laundering Analyst actively looking for a new opportunity. My previous role as a Business Analyst in the Financial Intelligence Unit at American Express has provided me with experience working Due Diligence Investigations, writing SARs for fraudulent activity, and understanding the risk appetite of the bank.
I have 8 years experience in the administrative field. I worked in the finance, education, engineering and construction departments.
In my role, as an operations manager, I have consistently demonstrated my ability to drive positive change within the organization. I’ve led the implementation of new systems that have significantly enhanced efficiency and organization in our day-to-day operations.
