• Conduct in-depth market research to identify opportunities for automotive security, tracking, logistics products and services. Analyze consumer behavior, industry trends and competitive intelligence to create reports and presentations.• Perform competitive analysis of the automotive security, tracking, and logistics markets, including identifying and analyzing competitor products, pricing, and marketing strategies to inform strategic decision-making and product development.• Analyze customer needs and preferences to develop product strategies, working closely with product development teams to translate insights into product features and marketing strategies.• Collaborate with product development and sales teams to create business plans and financial models, forecasting sales and revenue. Create at least 12 plans per year, with a minimum of 3 per quarter. Monitor actual performance against projections and recommend improvements.• Create comprehensive reports with data-driven insights on customer behavior, industry trends, and product performance; leveraging data visualization tools to present complex data in a simplified format. Produce data analysis from report results.• Collaborate with product development and sales teams to successfully launch new products and services, including: developing marketing and sales strategies, creating launch plans, and coordinating with other teams.• Track and evaluate performance of over 100 products and services. Analyze and review product and services performance, identify areas for improvement, and make recommendations to management.• Design and gather data from a minimum of 20 customer feedback surveys per quarter to collect insights on product and service satisfaction, customer needs, and preferences, analyzing survey results to recommend product and service development.

• Managed and evaluated customized client reports for 25+ teams at the local branch and 5 satellite offices; ensuring accuracy and timeliness of all reports for investment teams, compliance, and clients.• Developed an improved filing system for branch documents and client reports, resulting in improved organization and document retrieval efficiency by 75%.• Processed requests for: trade orders, large block trades across multiple accounts, option allocations, daily margin reporting, trade errors, commission adjustments, check deposits, fed wire approvals, ACH payments, cash and security journal processing, and book entry DRS transfers.• Assessed applications for automated customer account transfers (ACAT), reviewing and verifying transfer details for accuracy and completeness.• Maintained and updated filing system for branch documents and correspondence, ensuring mail, communication, and other documents were filed in an organized, timely, and compliant manner.

• Coordinated between departments and operating units in resolving daily operational objectives.• Prepared, designed, and proofread general business correspondences, charts, graphs, and business plans.• Assisted marketing department with updating CRM and circulation of marketing materials.• Drafted and distributed memos, improving communication and collaboration within the company.