Experience

Ratio

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Executive

  • 2023 年 6 月 - - 至今



Bread Financial

• United States
• Financial Services
• 700 & Above Employee

• Enterprise Business Development Representative

  • 2021 年 7 月 - 2023 年 6 月

  -Generate leads by building pipeline through multiple channels such as cold calls, emails and LinkedIn outreach. -Sourced qualified opportunities accumulating over $190M in qualified pipeline and achieving over 125% of 2022 quota. -Accurately use Salesforce and other tools within the tech stack to organize and develop new business opportunities. -Provide superior service to prospects and customers by quickly and courteously responding to requests, inquiries and concerns. -Generate leads by building pipeline through multiple channels such as cold calls, emails and LinkedIn outreach. -Sourced qualified opportunities accumulating over $190M in qualified pipeline and achieving over 125% of 2022 quota. -Accurately use Salesforce and other tools within the tech stack to organize and develop new business opportunities. -Provide superior service to prospects and customers by quickly and courteously responding to requests, inquiries and concerns.



Rhino

• United States
• Real Estate
• 100 - 200 Employee

• Partnerships Associate

  • 2021 年 3 月 - 2021 年 7 月

  -Made a target number of cold calls and prospecting calls on a daily basis. -Utilize knowledge of Real Estate and Insurance industries to accurately market product to potential partners. -Facilitate growth of revenue by contacting and booking meetings with C-Suite executives. -Made a target number of cold calls and prospecting calls on a daily basis. -Utilize knowledge of Real Estate and Insurance industries to accurately market product to potential partners. -Facilitate growth of revenue by contacting and booking meetings with C-Suite executives.



Capacity

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Finance Manager

  • 2020 年 9 月 - 2021 年 3 月

  -Responsible for full financial life cycle and client account management inclusive of contract interpretation, invoicing, relationship management and financial reporting -Create and audit monthly invoices from individual client contracts for assigned client base -Analyze and resolve issues related to the receipt of payment by understanding and enforcing contractual terms in a timely and thorough fashion -Responsible for full financial life cycle and client account management inclusive of contract interpretation, invoicing, relationship management and financial reporting -Create and audit monthly invoices from individual client contracts for assigned client base -Analyze and resolve issues related to the receipt of payment by understanding and enforcing contractual terms in a timely and thorough fashion



Horizon Media

• United States
• Advertising Services
• 700 & Above Employee

• Enterprise Account Manager

  • 2018 年 3 月 - 2020 年 8 月

  -Forecast monthly media spend for multiple clients and provide updates and recommendations to senior leadership -Reengineered budget monitoring process with leadership and implemented process across entire department to build consistency throughout the company -Partner with activation teams to identify media activity to be billed based on planned budgets to final reconciliation -Manage and create month end budget documents to present to clients to ensure accurate accruals -Partner with finance team to track revenue and bonus opportunities on a per client basis -Compile and distribute quarterly financial snapshot that contains key facts, purchased and projected media spend, monthly revenue schedule and billing status charts to upper management 收起



PBF Energy

• United States
• Oil and Gas
• 700 & Above Employee

• Billing Associate

  • 2016 年 9 月 - 2018 年 3 月

  -Actualized movement documents and prepared invoices to send to customers daily -Coordinated with traders and schedulers to ensure movements were actualized to correct deals in order to create accurate invoices -Collaborated with our risk management team to ensure all volumes on deals were correct -Worked with inventory department to ensure all activity was accounted for during month-end close process -Actualized movement documents and prepared invoices to send to customers daily -Coordinated with traders and schedulers to ensure movements were actualized to correct deals in order to create accurate invoices -Collaborated with our risk management team to ensure all volumes on deals were correct -Worked with inventory department to ensure all activity was accounted for during month-end close process



LPL Finanical

• Financial Services
• 1 - 100 Employee

• Client Services Assistant

  • 2015 年 6 月 - 2016 年 8 月

  -Developed client-suitable portfolio recommendations -Analyzed and monitored clients’ portfolios and assisted with various aspects of managing client relationships -Monitored economy, markets, and world events to determine and drive rebalancing options for clients -Supported new business development, strategic planning, and marketing initiatives -Developed client-suitable portfolio recommendations -Analyzed and monitored clients’ portfolios and assisted with various aspects of managing client relationships -Monitored economy, markets, and world events to determine and drive rebalancing options for clients -Supported new business development, strategic planning, and marketing initiatives



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • 2014 年 5 月 - 2014 年 8 月

  -Shadowed and assisted Senior Financial Advisor with client services and solutions -Updated year to date cumulative returns on all client portfolios -Assisted with networking and community involvement -Shadowed and assisted Senior Financial Advisor with client services and solutions -Updated year to date cumulative returns on all client portfolios -Assisted with networking and community involvement