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.
• 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.
• 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.

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.
• 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.
• 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.

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.
• 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