Benjamin Boschwitz Email & Phone Number

Minneapolis, Minnesota, United States

Wayzata, Minnesota, United States

• Analyzed reports for clients worth up to $75M each to develop insights and gain a clearer strategic viewpoint of their financial position, diving deep to find potential new ways to best serve clients• Conducted market research to deliver value-adding reports for clients resulting in a 75% faster response rate for clients while maintaining the high self-set standards for quality• Provided portfolio analysis to help clients and advisors decide which investments would maximize the returns on their portfolios given their available capital, any constraints, and overall risk tolerances

Plymouth, Mn

• Built a forecasting model from CRM database information for the production team to create a manufacturing schedule resulting in an efficient sales income assessment utilized by the CEO• Created a new CRM input and processing system for the sales and marketing team, simplifying lead input time from 3 weeks to 1 day and reducing customer follow-up time from 2 months to 1 week• Analyzed and evaluated the CRM’s corrupt or outdated data resulting in the removal or reclassification of approximately 70% of over 30,000 unique items leading to a clear, searchable database• Produced promotional campaigns and instructional materials, in collaboration with the sales and marketing team, resulting in improved customer satisfaction and increased organic inquiries

Bachelor Of Science In Business, Accounting And Finance

Study Abroad Experience

Bachelor Of Science In Business, Accounting And Finance