Ansley Roley Email & Phone Number

Washington, Dc, Us

The Carlyle group is a private equity firm based in the U.S.

Charlotte, North Carolina, Us

Dentsply Sirona is a global dental product manufacturer headquartered in Charlotte, NC. ● Created weekly equity research summaries released from various brokers covering competitor and industry updates to disseminate to upper management. Worked closely with Investor Relations analysts to prepare high level performance views and peer updates leading up to quarterly earnings calls.● Spearheaded market data collection project over ~8 months to develop a streamlined process for gathering and housing information such as product market size and market share between various groups across the organization.● Supported accounting and finance teams to restructure monthly business reports, creating consistency across the company that drove a shift in how upper management requested to view progress more in line with business model shift.

Valley Forge, Pa, Us

● Guided investment decisions for ~40-55 retail clients including randomly assigned low, intermediate, high net worth personal investors and organizations (<$50k - $5million+). Determined investment suitability using Vanguard’s methodology.● Managed asset transfers and placed trade orders amounting to $1 million+ using ThomsonONE. Disseminated current events impacting the securities market and analyzed real time market data to make informed investment decisions.● Previous Crew Relations participant, Women in Leadership (WILS), connecting with hundreds of co-workers throughout Vanguard. Collaborated with mentors, learning better ways to improve leadership and workplace collaboration.

Valley Forge, Pa, Us

• Serviced 40+ clients daily with assets over $30+ million advising and implementing data driven solutions to solve complex problems pertaining to security of accounts and business strategy • Devised lean initiatives through daily problem-solving sessions to improve areas of inefficiencies and designated new process flows to facilitate business strategies across the foundational department • Coached new hire classes in business development, product knowledge, and other key policies and procedures encountered throughout the training period during morning meetings and afternoon debriefs to assure success in meeting company goals • Forecasted daily demand and capacity on the Prometheus platform to maintain client satisfaction by enhancing service, improving processes, and resolving complaints and inquiries

London, London, Gb

• Analyzed and mined large amounts of data and input it into the company data base • Set up connections with professionals around the world through various social media platforms • Directed a newsletter campaign for the company’s newest online product

Shanghai, Shanghai, Cn

• Developed and promoted new marketing strategies with an emphasis on search engine optimization • Researched, created, and wrote content specific to the company’s strategic marketing goals • Pursued business developments and negotiations, as well as managed customer relations and through social media

Master Of Science - Ms, Finance, General

Bachelor'S Degree, Finance, General