Anthony Passmore Email & Phone Number

Atlanta, Georgia, Us

• Leverages prior experiences to help develop and recommend solutions• Execute required tasks related to the delivery of the OTC tower• Work coordinately with other teams providing or receiving information as needed• Work with project teams and business partners to complete project goals• Helps prioritize assignments and ensure quality and accuracy of work• Seek further knowledge on key developments and trends within finance• Participate in the continuous improvement of financial shared services processes and tools

London, Gb

• Prepare analysis of financial performance by comparing and analyzing actual results with budgets and forecasts• Performs analysis to review actual margin vs projected budgeted margin• Advise team on proper revenue recognition method and how to add rate cards• Create financial models to assist engagement teams in preparing for client meetings/negotiations• Explain downstream effects of changes within scope of work for engagements• Contribute to continuous improvement by sharing knowledge and leveraging leading practices

Atlanta, Ga, Us

• Manage 5 medium to large Coca-Cola accounts, while working with 60+ bottlers• Perform financial forecasting, reporting and operational metrics tracking• Build and develop effective relationships with Coke customers and 60+ bottlers• Develops recommendations and alternatives to account processes and procedures• Work closely with the accounting team to ensure accurate financial reporting• Identify and drive process improvements for product delivery, invoicing & payment and accounting• Provides business area value added analysis and reporting to support business decision makers• Lead special projects to improve efficiency of customer accounts

Us

Stock Plans Team (Equity Compensation)• Assist Stock Plans clients with various asset ranges ($100+) • Provide detailed analysis, research, and responses to customers and associate inquiries• Deepen business relationship with various companies• Coordinate projects to improve customer experience, processes and procedures• Generate sales leads for customer with $25,000+ in investable assets with E*TRADE Senior Financial Services Representative/(Tax/Retirement/Cost Basis)• Educate clients and representatives on various retirement subjects• Assist clients with IRA Conversions and Recharacterizations• Assist clients with retirement rollovers• Work on complex cost basis issues • Update cost basis information for client accounts• Through call analysis, provide data showing call drivers• Coordinate projects to improve customer experience, processes and proceduresFinancial Services Representative• Provide highest level of service by quickly and accurately identifying customer needs in managing their accounts• Demonstrate knowledge of investments and financial markets with clients and other support groups to help with asset growth• Grasp and apply complex technical material quickly and manage workload effectively• Generate revenue and improve corporate bottom line through client engagement for those with at least $25,000+ in investable assets• Continuously exceed 84 sales leads per quarter through customer interactions• Assist customers with transferring over additional assets over to E*TRADE • Client engagement coach for those struggling with obtaining sales lead metrics

Charlotte, Nc, Us

• Worked accounts that were pending charge-off (post 150 day)• Developed solutions to help colleagues mitigate losses and company bottom line• Verified settlements ranging to help clients gain control of financial future• Suggested customers set up automatic payments to ensure timely delivery of payments• Retained clients through negotiated effort and support from other departments• Monitored collectors progress and generated reports to improve efficiency• Coached team members on areas of improvement• On-the-job training for colleagues to help improve collection efforts

Ba, Business Management

B.B.A, Business Administration/Management