Billy Fisher Email & Phone Number

Greater New York City Area

• Analyzed data management systems in place to source and customize a CRM platform to increase customer touch points and increase cross-sell opportunities.
• Created database of client contact information to facilitate firm transition to new CRM platform.
• Created independent databases for product tracking to offer top-down view of product penetrations across our customer base.

Greensboro/Winston-Salem, North Carolina Area

Greensboro/Winston-Salem, North Carolina Area

Created and developed comprehensive 45,000 SKU master list and organized the E-commerce initiative for the Home Hardware category. Identified targets and analyzed web traffic data to optimize pixel placement for wall plate re-targeting campaign. Helped plan introduction of wall plates at True Value stores nationwide through innovative marketing plan..

Richmond, Virginia Area

Ensured internal operational integrity and regulatory compliance and designed and created database for tracking wires to ensure regulatory compliance and facilitate metric tracking. Performed daily reconciliation of Trust Fiduciary/Demand Deposits accounting and resolution of discrepancies. Implemented organizational procedures for class actions to.

Richmond, Virginia Area

Primary navigational support contact for the firm’s proprietary brokerage software and mastered monthly system enhancements; introduced these updates to brokerage clients. Analyzed the frequency of system issues and coordinated with the application support team to resolve critical issues.Key Accomplishments:Achieved perfect broker satisfaction ratings.

Richmond, Virginia Area

Designated Subject Matter Expert for restricted stock and ESOP issues. Designed training materials and conducted training sessions for department of thirty employees. Resolved client issues with escalated restricted stock, ESOP, and other high-risk corporate actions. Key Accomplishments:Consistently exceeded target service metrics by more than 25%.

Richmond, Virginia Area

Ensured regulatory and firm compliance while executing restricted stock sales and transfers for company affiliates and corporate officers. Maintained pace within time sensitive environment with effective processing of stock option exercises for clients and companies.