- Portland, Oregon
- June 15, 2020
Education
Experience
- Prepared financial modeling, financial analysis, risk-tolerance
assessments, and retirement illustrations for daily meetings with clients
and prospective clients.
- Analyzed financial markets and measured indicators against portfolio
allocations.
- Created and developed 60 new client relations through cold-calling and
email marketing 200+ potential clients and center of influences weekly.
- Improved efficiency by collaborating with cross-functional teams to
coordinate an inventory of 250+ vehicles to meet hourly demand.
- Analyzed specific needs of clients via surveys to develop solution
marketing and a data-driven pitch.
- Supported Manager and Mini Cooper Corp by identifying, analyzing, and
developing plans for the launch of the first Sixt-Mini Cooper collaborative
location.
- Completed descriptive and multivariate analysis of price indexes for
home, rent, and stocks.
- Applied ratio analysis to stock and real estate markets to forecast
business cycles.
- Developed spreadsheets and data bases to support project activities.
- Processed on average 30+ teller transactions for customers per hour
including servicing client accounts, cashing checks, and balancing and
correcting discrepancies.
- Uphold understanding of all banking products and services along with
company systems and procedures to achieve 15 weekly sales goals.
- Targeted new client opportunities across the car rental industry through
a marketing strategy that was vital to the company’s 200% earnings
growth over a three year period.
- Provided analytical support to identify, evaluate, and implement
solutions for strategic priorities or critical business issues that arose.
- Performed a variety of accounting activities regularly, such as preparing
check requests, expense reports, purchase orders, and invoices.
- Monitored financial progress by creating quarterly and yearly balance
sheets.