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.
• 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.
• 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