Experience

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  Gunnallen financial

  Apr 2007 - May 2011

  -Initiated actions to support financial advisors and assist clients in various areas, focusing on personal and financial development.-Collaborated with certified financial planners to provide comprehensive support to clients, addressing their financial needs and goals.-Assisted in conducting market research, analyzing investment opportunities, and developing personalized financial plans for clients. -Actively participated in client meetings and provided valuable insights to aid in decision-making processes. Show less

  • Junior Broker

    Jun 2007 - May 2011

  • Internship Trainee

    Apr 2007 - May 2007
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  Verizon

  Nov 2010 - Aug 2019

  Business sales consultant

  -Initiated data-driven strategies to elevate customer satisfaction and drive revenue growth in a competitive telecommunications market. -Analyzed market trends using SQL and utilized Power BI for insightful visualization.-Managed a diverse customer base, identifying sales opportunities and enhancing customer experience by analyzing internal customer data through SQL.-Demonstrated strong sales skills by proactively engaging with clients, understanding evolving needs, and delivering tailored solutions. -Cultivated long-term relationships based on exceptional service, resulting in a steady stream of referral-based business. Show less

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  Bank of america

  Aug 2019 - Mar 2020

  Relationship manager | business analyst

  -Proactively engaged with clients to understand their financial goals, employing SQL for data analysis to discern trends and past outcomes. -Achieved a 20% growth in the client returns and consistently exceeded revenue targets, playing a pivotal role in overall branch growth and profitability.

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  Og capital

  Mar 2020 - now

  -Developed compelling mockups for new products, conducting engaging demos for prospective clients to highlight the capabilities and value propositions of proposed solutions.-Ensured a standardized approach in the development of new products, emphasizing scalability and maintainability to support long-term growth.-Maintained consistent stakeholder engagements for enhancing existing products, aligning them with client requirements while upholding a standardized development framework. Show less -Conducted comprehensive data exploration, analysis, and predictive/descriptive modeling on finance data using SQL and Power BI, delivering valuable insights for stakeholder decision-making.-Led the development lifecycle of a custom application within an agile framework, defining requirements, user stories, User Acceptance Criteria, and test plans. -Designed and maintained End-to-End customer insight dashboards for brands, utilizing SQL and Power BI. -Assisted the Brand Analytics team and management in tracking key performance indicators (KPIs) crucial for informed decision-making. Show less

  • Business Analyst

    Mar 2020 - now

  • Financial Services Consultant

    Mar 2020 - Apr 2022