Adam D. Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

• Responsible for pricing in Pet and Grocery categories at Family Dollar.• Work on special projects, ad hoc analysis, and initiatives such as assisting in the design, inception, and implementation of a new company-wide pricing strategy.• Provide market and industry insights that encompasses competitor pricing, competitive indexing, and trends for assigned categories to select pricing strategies/rules that result in increased sales, profit, and/or market share. • Identify and analyze factors that influence consumers’ capacity and willingness to purchase, including economic conditions, market trends, pricing and availability of similar products.• Research and resolve daily pricing issues as reported by stores and/or system-generated reports.• Responsible for researching and validating commodity based costs and providing merchandising teams’ findings and opportunities to leverage supplier negotiations.

Charlotte, North Carolina Area

• Delivered world class customer service – demonstrated attentiveness to client needs, executing appropriate resolutions, and applied strategic thinking when pursuing problem resolution and retention surrounding issues for clients.• Communicated complex investment, contract, and regulatory concepts to high net worth and emerging affluent clients ( > $500K ) in a manner that deepens the relationship with TIAA. • Assisted clients with asset allocation, investment research, and securities transactions. • Demonstrated expertise with clients in TIAA products and processes with a heavy emphasis on Retirement Income Planning, Immediate Annuities, and RMD’s. • Exceeded all quality metrics of the NCC consultant scorecard which measures; accuracy of advice given to clients, sales and growth goals of over $5 million annually, and meeting regulatory and securities industry standards.

Charlotte, North Carolina Area

• Placed unsolicited trade orders on behalf of clients as well as confirmed routine securities transactions with a high level of accuracy. • Reviewed trades placed by customers during off market hours to ensure accuracy before executing when markets re-open.• Responsible for providing market and industry news and updates for teams prior to each days’ trading session.• Provided quality customer service by answering questions related to account activity and acting as a front-line problem solver, addressing and mitigating issues or any client concerns and questions. • Platinum Performer Award recipient – January 2015

Charlotte, North Carolina Area

• Key contributor in achieving business objectives by building and implementing processes to drive high level performance.• Served as liaison between the business units, technology teams and support teams.• Designed and used business tools that identify inefficient business practices/procedures.• Worked closely with functional/technical team members and peer business analysts to continuously improve the business processes across all sites and business units.• Successfully managed deployments of system applications.

Charlotte, North Carolina Area

• Collaborated with BAC Management to help maximize the capabilities of their resources and operate their business more efficiently.• Provided expertise by researching and guiding the execution of industry best practices, facilitated reengineering and consolidation of client processes meeting contractual expectations for speed, quality, and cost.• Led stakeholder interviews and focus groups to define process improvement opportunities.• Supported the implementation of new processes and established a control plan that enabled the process to sustain a high performance.• Helped both Lines of Business’ achieve a “Capable” rating and increased quality output by 15% demonstrating controls were in place and understood by all employees to achieve client goals with minimum oversight.