St. Louis, MO
I am an experienced relationship builder with the ability to learn and adapt to changing environments. I am looking for opportunities in strategic management consulting, business intelligence, change management, or CRM implementation.
MIS Business Analyst
January 2011 to Present
• Helped develop implementation and deployment strategies for MS Dynamics CRM 2011
• Created training and presentation materials for onboarding of regional managers
• Worked with users and consultants to define system requirements
• Created workflows to automate business processes
• Designed custom dashboards to streamline weekly corporate global new business conference calls
• Customized entity forms and system views
Social Media Manager
2011 to Present
• Created social media strategy and implementation plans, increased reach by 500%
• Trained staff on social media best practices
• Directed team of 4 interns in executing social media strategy
Account Executive
2008 to 2011
• Created system to track business development
• Projected sales growth to $1,000,000 in 2011 (80% increase)
• Led team sales in first year by exceeding goals by 66%, grew sales by 44% to $550,000 in 2010
• Developed ongoing relationships with key decision makers at businesses with 5-50 employees
• Negotiated projects up to $25,000
• Managed clients' accounts receivable; achieved lowest outstanding balance percentage
Financial Consultant
2006 to 2007
• Analyzed clients' financial status with Asset Allocation model and Monte Carlo analysis
• Created plans for long-term financial success by matching clients' unique goals with services
• Prospected new business partners via networking, referrals and telemarketing
Master of Business Administration in Management
2011 to 2012
Chartered Retirement Planning Counselor
2007 to 2007
Bachelor of Science in Business Administration
2003 to 2006
MBA, Microsoft Dynamics CRM 2011, Business Analysis, Outside Sales, New Business Developing, Social Media Strategy Planning, Customer Relations, Negotiation
President's Club - Circuity City
January 2001
Awarded for top 10% of sales nationwide
STAR Award - Reston Hospital Center
January 2004
Awarded for outstanding customer service
Beta Gama Sigma - Saint Louis University
January 2012
Business honor society (top 20%)
Chartered Retirement Planning Counselor
January 2007 to January 2009
College for Financial Planning
Series 7 License
January 2007 to January 2009
Financial Industry Regulatory Authority (FINRA)
Series 66 Lincense
January 2007 to January 2009
North American Securities Administrators Association (NASAA)
Alpha Epsilon Pi International Fraternity
January 2002 to Present
• Founding President, Saint Louis Alumni Association, 2011 – Present
• Housing Board of Directors, University of Missouri, 2006 – Present
• Alumni Chair, University of Missouri, 2004 – 2006
• Founding President, George Mason University, 2002 – 2003
I am an experienced relationship builder with the ability to learn and adapt to changing environments. I am looking for opportunities in strategic management consulting, business intelligence, change management, or CRM implementation.