Aedan Slattery Email & Phone Number

New York, Ny, Us

New York, New York, United States

Manhattan, New York, United States

Q3 - Breakthrough Award Winner

Manhattan, New York, United States

-Presented and sold products and services to potential customers through high volumes of phone calls and emails to over 1,000 leads -Collaborated with Enterprise Sales Representative in managing client accounts, prospecting leads, and determining a strategic sales approach in order to maintain efficient and effective outreach-Used CRM system (Salesforce) to create, track, and pursue leads as well as build reports, book meetings, and maintain accurate account information -Followed-up… Show more -Presented and sold products and services to potential customers through high volumes of phone calls and emails to over 1,000 leads -Collaborated with Enterprise Sales Representative in managing client accounts, prospecting leads, and determining a strategic sales approach in order to maintain efficient and effective outreach-Used CRM system (Salesforce) to create, track, and pursue leads as well as build reports, book meetings, and maintain accurate account information -Followed-up on leads and referrals that emanated from field activity, the Varonis Marketing team, and channel partners-Efficiently managed workload as a productive team member in an active, high pressure technology sales environment Show less

Lexington, South Carolina, United States

• Opened and renewed annuity, IRA, and other retirement savings accounts ranging from $100,000 to over $10,000,000 for new and existing clients to assist in the management of retirement funds• Compiled acquisition and sales documents for stocks, bonds, mutual funds, REITs, annuities to be added to or removed from client accounts and contacted clients to finalize deals• Assisted the operations department in mailing documents to be signed or reviewed, filling out spreadsheets to track… Show more • Opened and renewed annuity, IRA, and other retirement savings accounts ranging from $100,000 to over $10,000,000 for new and existing clients to assist in the management of retirement funds• Compiled acquisition and sales documents for stocks, bonds, mutual funds, REITs, annuities to be added to or removed from client accounts and contacted clients to finalize deals• Assisted the operations department in mailing documents to be signed or reviewed, filling out spreadsheets to track account figures, contacting companies to request additional documents or information, and answering the phones for clients or prospects who were calling Show less

Blue Bell, Pennsylvania, United States

• Performed invoicing and bookkeeping using the company’s accounting and client management systems in order to keep billing and accounts accurate and up to date• Developed a detailed strategy to plan for allowing coworkers to return to in-office work during the Covid-19 pandemic utilizing government guidelines and the latest regional statistics for offices both in the U.S. and Europe• Conducted an assortment of administrative tasks including researching a new comprehensive, cost… Show more • Performed invoicing and bookkeeping using the company’s accounting and client management systems in order to keep billing and accounts accurate and up to date• Developed a detailed strategy to plan for allowing coworkers to return to in-office work during the Covid-19 pandemic utilizing government guidelines and the latest regional statistics for offices both in the U.S. and Europe• Conducted an assortment of administrative tasks including researching a new comprehensive, cost effective human resources management system, reviewing and organizing applicants for an HR position and giving my view of their potential fit in the company, and assisting in the redesign of the company website Show less

San Francisco Bay Area

• Analyzed financials and stock data of major companies and presented analysis to assist in investment planning for client portfolios• Collaborated with the VP of Operations and Administration to learn administrative requirements of working with client portfolio management • Participated in phone calls as potential clients pitched their companies to achieve an understanding of the complexities of venture capitalism

Bachelor Of Science - Bs, Finance, General

Education record