Natalie Prins

Experience

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  UMB Bank

  Aug 2012 - Sept 2014

  Transaction Specialist

  Process 13,000+ transactions/ quarterFinalize overnight ATM depositsClosely examine personal and commercial accountsProvide further assistance on discrepancy Assist with supervisor overrideAudit teller drawersOffer assistance to personal bankers with account referrals *Certified Digital Genius - Assist with Online Banking and Mobile Banking

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  American Century Investments

  Dec 2014 - now

  -Communicate product positioning and core messaging for firm’s global equity and fixed income strategies -Provide product knowledge for promotion initiative and sales efforts -Build awareness of strategy capabilities and highlight product strengths and value to the market -Actively interact with internal business partners including Portfolio Managers, Product Managers, Sales, and Compliance on product initiatives to craft compelling product content -Ensure messaging consistency across marketing media with reviews of content marketing activities and brand objectives -Initiate competitive industry research to successfully position products Show less -Created competitive investment analysis reports & portfolio templates for advisors and clients showcasing multiple investment vehicles-Provided analytical support and solutions to internal distribution teams-Collaborated with internal marketing, technology, legal and sales and retirement and DCIO teams to create relevant adhoc materials -Researched, interpreted and analyzed data and economic trends to build and maintain analysis tools, charts, and graphs-Built and maintained Tax Planning Tool to assist advisors with client conversations and tax implications based on estimated capital gains -Participated and lead complex projects from start to finish offering financial analysis and conclusions to assist in recommending financial products Show less -Supported Multi-Asset Strategies, Disciplined Equity and Alternative Investment Teams-Maintained standard investment presentations and pitchbooks-Built custom, competitor specific presentation for Investment Management -Worked closely with Multi-Asset and Disciplined Equity teams to revamp investment philosophy and process integration -Integral member of presentation production process leading up to finals meetings and custom solutions capabilities -Experience working with target-date reporting tools, standard and ad hoc driven data-Experience loading and building new content in Seismic and Accent Librarian for sales teams’ usage Show less -Worked with new onboarding Investment Representatives -Coached new and tenured representatives in financial interactions with clients -Provided tools to assist with conversations dealing with financial guidance, new account registrations, consolidation, and retention-Trained representatives on different systems and call scoring -Facilitated 1x1 meetings to help build representative’s conversations and sales skills-Customized learning plans to adapt to new learnings and regulations -Built custom reports to show progress and growth in representatives and department Show less

  • Client Marketing Specialist

    Nov 2021 - now

  • Investment Analysis Specialist

    Oct 2019 - Dec 2021

  • Investment Presentation Marketer

    May 2017 - Oct 2019

  • Lead Specialist

    Jan 2016 - May 2017

  • Investment Representative

    Dec 2014 - Jan 2016