Abigail High Email & Phone Number

Wellesley Hills, Massachusetts, Us

• Worked on financial market research project, evaluating mutual funds for select client accounts.• Assisted Financial Advisor with research project involving flagship funds financial models for select accounts, preparing information on securities to sell and using performance metrics to find well-performing securities to buy.• Prepared for account review meetings by updating client’s financials, preparing account performance reports, and creating Asset-Map visualizations for clients. Collaborated with advisor to understand the client’s investment goals and decisions.• Analyzed and audited current client data, ensuring up-to-date account information to organize urgent information regarding trusted contacts, recent trades, and transfer on death contacts.

Boca Raton, Fl, Us

• Monitor and manage all key performance sales indicators for the fitness studio, encompassing membership sales, renewals, upgrades, and retail sales• Execute effective sales strategies, utilizing a comprehensive understanding of fitness programs, products, and services to articulate compelling value propositions to potential clients• Maintain accurate and organized client records, ensuring compliance with company policies and contributing to efficient studio operations• Deliver exceptional customer service by actively engaging with clients throughout the sales process, addressing inquiries, and ensuring a positive overall experience

• Coach groups of four to eight young students in sport of gymnastics of age ranges 18 months to 18 years• Work one-on-one with students with special needs• Complete general administrative and office tasks