Alex Nelson Email & Phone Number

North Charleston, South Carolina

Taking my technical skills and global logistics to the next level.

Charleston, South Carolina Area

I was very fortunate to work with this amazing organization for nearly 8 years. I’m thankful for the time spent with the SI personnel helping make the Lowcountry a better and more sustainable place. Hundreds of program graduates, hone owners, businesses, and residents have been helped by SI’s life changing initiatives.

Mt. Pleasant

At MTAG Services, they manage specialized financial assets including tax liens, structured settlements, and REO assets for investors, municipalities, and institutions. They strive to be the most recognized and trusted Niche Asset Servicer in the country.In April of 2017, I was promoted from QA Analyst to Reporting Analyst at MTAG Services. On the Reporting & Analytics team, I was responsible for understanding our data, creating the primary product the company provided to clients, worked with clients to research, analyze, and problem solve any issues that arose with their portfolio reports, and acted as a primary point of contact for client facing services. I worked with SQL Server Management Studio (SSMS), Power BI, Excel, SQL Server Reporting Services (SSRS), Access, and proprietary software daily to maintain the data integrity, report upon the underlying data, and provided analysis services for clients. I loved the problem solving, detail oriented, and analytical requirements of my prior positions. Transitioning to the Reporting & Analytics team was a natural progression for my career from the QA Analyst role. I strived to fine tune my analytical skills while building a strong technical foundation. In addition to SQL, I began my journey to explore Python and R coding to expand my data analysis skill set. As a QA Analyst, my role was integral to a number of operational processes where quality checks were required. I worked closely with the Reporting & Analytics team and assisted in developing Standard Operating Procedures (SOPs) for the comprehensive client reports. In addition to reporting, I completed reconciliations for client portfolios, scrubbed underlying data within the system, and worked with other teams to increase efficiency and effectiveness through process and data improvements.

Mount Pleasant, Sc

Monitored client portfolios through custodian banks and client-provided data. Utilized Bloomberg Terminal for technical and fundamental stock analyses, discovered and implemented procedures for suspected fraud in public companies, and calculated financial losses per client. Created loss estimates and pinpointed potential clients through Thomson One analyses, formatted expansive transaction data, and conducted insider-trading analyses by researching SEC filings in EDGAR Pro.

Folly Beach, South Carolina

Managed property portfolio of vacation rentals, commercial, residential, and long-term lease properties. Developed and continually improved marketing strategies that resulted in a 28% increase in company revenues. Managed budgeting, customer service, property inspections, owner relations, and maintenance. Developed and implemented marketing and sales strategies per client. Assisted with launching 9 additional properties and helped spearhead the launch of the 1st company office. Created standard operating procedures (SOP’s) for client goal assessments, office operations, and daily activities.

Charleston, South Carolina Area

Assessed clients’ financial, organizational, and strategic needs. Performed financial modeling, valuations, and project audits. Recommended insurances, facilitated partnership agreements, developed local marketing strategies, and sourced funding for local businesses. Managed customer relations and worked collaboratively with material experts to achieve client goals.Obtained SC Life, Accident, and Health Insurance Agent License.

Beaufort, South Carolina

Delivered financial, marketing, operational, and sales management services for new and existing clients. Performed monthly financial reporting and analysis for sales by product line, carrier, and commission. Increased associations by 11%, adding 10,000 new potential insureds. Conducted nationwide compliance audit at the state level and identified areas of non-compliance, developed and implemented remediation actions including SOP’s to mitigate risk.

Greater New Orleans Area

Analyzed past financial statements for future budgeting. Created a viral marketing campaign to increase foot traffic. Assisted with store hours and implemented a Point of Sale system.

Greater New Orleans Area

Created a social media and networking campaign. Increased foot traffic with direct local marketing efforts. Assisted entrepreneurs in business start-ups and taught basic Microsoft Office skills

Ms, Finance, 3.65/4.0

Activities and Societies: Burkenroad Reports, Levy Rosenblum Institute for Entrepreneurship, American Marketing Association, Tulane.

Bsm, Business, 3.45/4.0

Activities and Societies: Sigma Phi Epsilon, American Marketing Association, Freeman Investment Management Association, Toastmasters.

Bsm, Business, Marketing