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Financial Professional/ Marketing Associate Resume

Raleigh, NC

SUMMARY

  • Driven to perform, I’m a Business Analyst team player with an MBA, a BS in a scientific field and technical expertise in analytical tools usage including seven years of financial operations experience (including 4 years of life insurance sales and marketing) with Fortune 100 financial companies and seventeen years of analytical experiences.
  • I’m an analyst, ideator, learner, strategist and achiever. Strong knowledge of business and management principles involved in finance and strong ability to apply business analysis and project manager skills.

TECHNICAL SKILLS

  • SAP Business Objects R/12
  • MS Office/ Word Skills
  • Strong MS Powerpoint Skills
  • Strong MS Outlook Skills
  • Strong MS Excel Skills
  • Pivot Tables
  • Securities and Derivatives
  • Sales Operations
  • Forecasting & Reports
  • VLOOKUP
  • Salesforce.com (SFDC) Requirements Gathering
  • Strong Prospecting Skills
  • Strategic Market Analysis
  • Customer - Facing Experience

PROFESSIONAL EXPERIENCE

Financial Professional/ Marketing Associate

Confidential, Raleigh, NC

Responsibilities:

  • Delivered front-end education for prospective clients and recruits, (regulatory requirements as agent of record, branch compliance).
  • Up-to-date Know-Your-Customer, Anti-money Laundering and Insurance Fiduciary compliance.
  • Referred Property and Casualty Insurance, College Preparation & Coaching Services, Estate Planning Cloud Platform Services, Term/Permanent Life Insurance and Retirement Strategies.
  • FINRA Securities Series 65 License in progress

Data Quality Manager/ IT Business Analyst

Confidential, Morrisville, NC

Responsibilities:

  • Directly supported and validated Cisco’s Global Services (a $55 Billion IT company) sales team sales data integrity and account crediting systems through sales and data management collaboration.
  • Reconciled accounts, reporting quarterly and annual sales revenue.
  • Served as a liaison between Finance, Sales and Service Delivery by interfacing with IT teams.
  • Utilized SAP Business Objects and other proprietary tools to improve sales crediting automation by 53%.
  • Used VLOOKUP and Pivot Tables to quickly isolate and organize unique data points from large data sets (frequently exceeding 100,000 lines and 50 columns within the same spreadsheet), in order to identify proper crediting for sales teams and reconcile misunderstandings or misalignments with forecasts.

Data Management Specialist / Business Analyst

Confidential, Durham, NC

Responsibilities:

  • Analyzed $5B/year in sales revenue for accuracy through business rule systems.
  • Assisted management data integrity for 1,400+ accounts with charge capture and analysis.
  • Researched and analyzed sales data for orphaned transactions - around $11 Million annually.

Financial Advisor / Life Insurance Business Analyst

Confidential, Raleigh, NC

Responsibilities:

  • Raised call volume 605% by initiating outbound appointment-setting phone call program.
  • Created project enabling those making outbound cold calls to increase the appointments scheduled for customer engagement for each salesperson by 303%.

Financial Advisor / Retirement Plan Analyst

Confidential, Durham, NC

Responsibilities:

  • Identified professional services project requirements through customer interviews, customer interactions, requirement-gathering sessions, workshops, and team trainings.
  • Specialized in wealth management, annuities and mutual funds for Confidential University vendor clients

Financial Advisor / Wealth Management Associate

Confidential, Raleigh, NC

Responsibilities:

  • Derivative instruments, Equities (common stock) trades and Annuities sold through Securities Series 7 and Series 66 licenses (expired); CRD #5844360
  • Solicited clients for sales of equities, fixed income, and options(derivatives).
  • Assisted senior advisors by interacting with customers to create rapport, increase credibility and qualify new prospects.

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