Carl Erickson Email and Phone Number
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Transitioning from financial services to operations analysis, my tenure at Easy Ice has honed my expertise in KPI dashboards, reinforcing my commitment to data-driven decision-making. At Northwestern Mutual/Henderson Financial LLC, I excelled in client engagement, driving insurance processes, and fostering trust through personalized service.My analytical and leadership skills have been pivotal in aggregating client financial accounts and servicing existing insurance portfolios. Now, as an Operations Analyst, I apply these competencies to optimize business operations, ensuring that the insights I provide are actionable and contribute to our team’s success.In addition to my professional experience, I am currently enrolled in an MBA program at the Knauss School of Business at the University of San Diego, specializing in Business Analytics. My coursework involves data analytics, statistics, operations and supply chain management, problem formulation and decision analysis, and business economics. This advanced education is equipping me with cutting-edge analytical tools and strategic insights to further enhance my contributions to business operations and decision-making processes.
University Of San Diego - Knauss School Of Business
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Technical Data Analyst And Reporting SpecialistLedgerwise, Llc Aug 2024 - PresentSan Diego, California, United States
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Full-Time Mba StudentUniversity Of San Diego - Knauss School Of Business Aug 2023 - PresentSan Diego, California, United States -
Operations AnalystEasy Ice Oct 2020 - Aug 2023Santa Clara, California, United States -
Associate Financial RepresentativeNorthwestern Mutual/Henderson Financial Llc Feb 2020 - Jun 2020Virginia Beach, Virginia, United States• Drove new and existing insurance processes, systems, and activities for the practice including insurance processing, assisting in case design, and post-meeting execution• Aggregated client financial accounts to the client website, processed new insurance business underwriting, and serviced all existing insurance accounts -
Financial AdvisorNorthwestern Mutual May 2019 - Dec 2019Norfolk, Virginia Area• Developed and implemented financial plans to provide clients with tools and support for achieving their goals • Generated new clients using a personal approach that built trust and emphasized personal service to the individual investor
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Tax AnalystCooper & Cooper Plc Jan 2019 - Apr 2019Norfolk, Virginia Area• Input and recorded the majority of individual tax returns for the firm• Assisted in filing S corporation, gift tax, estate, and trust returns
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Advisory AssociateHantz Financial Jan 2018 - Dec 2018Okemos• Prepared portfolio analysis for delivery• Prepared tax projections with excel• Prepared client returns using UltraTax software• Assisted the advisers with various tasks • Assisted in booking appointments for advisors• Prepared declaration page quote sheet for meetings• Marketed for property/casualty insurance service opportunities• Assisted advisors with client services• Coordinated business and meetings with advisors, tax team and estate planners• Marketed to companies for business opportunities -
Public Policy InternSan Francisco Chamber Of Commerce May 2017 - Aug 2017San Francisco Bay Area -
Special ProjectMorgan Stanley Jun 2016 - Aug 20162882 Sand Hill Road #200I was given the opportunity to develop an industry-based portfolio as a special project for the Branch Manager of the Sand Hill Road division of Morgan Stanley. This portfolio, focusing on the energy sector, is a collection of firms that were chosen based on various screens and current economic trends. I presented the portfolio to a top ESG portfolio manager of Morgan Stanley as well as other financial advisers at the branch. -
Staff MemberCinemark May 2016 - Aug 20161500 N Shoreline Blvd, Mountain View, Ca 94043• Responsible for a variety of theater activities including concessions, ticket sales, and overall theater cleanliness• Outperformed peers and acquired managerial duties quickly• An integral part of the team for the highest grossing Cinemark theater in the country -
Project ManagerCollege Pro Painters May 2015 - Aug 2015Fort Collins, Colorado Area• Established a time based budget and managed crew to deliver on schedule• Supervised two painters and set daily goals based on the established time scope• Increased productivity through constructive criticism and positive reinforcement• Designed daily log forms to stay on budget and oversee progress• Successfully delivered over 5 separate projections with 5 star reviews• Performed community marketing and customer acquisition between painting assignments -
MaintenanceInfrastructure And Planning Facilities At Michigan State University Nov 2014 - May 2015Lansing, Michigan Area• Redesigned trash/recycling and vacuuming routes within Spartan Stadium• Completed odd jobs such as replacing lights, spreading salt, dust mopping, etc. • Self-directed, working efficiently and creatively
Carl Erickson Skills
Carl Erickson Education Details
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Business Analytics
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Economics
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Rocky Mountain High School
Frequently Asked Questions about Carl Erickson
What company does Carl Erickson work for?
Carl Erickson works for University Of San Diego - Knauss School Of Business
What is Carl Erickson's role at the current company?
Carl Erickson's current role is MBA Candidate | Business Analytics | Knauss School of Business.
What is Carl Erickson's email address?
Carl Erickson's email address is ce****@****ice.com
What is Carl Erickson's direct phone number?
Carl Erickson's direct phone number is +197056*****
What schools did Carl Erickson attend?
Carl Erickson attended University Of San Diego - Knauss School Of Business, Michigan State University, Rocky Mountain High School.
What are some of Carl Erickson's interests?
Carl Erickson has interest in Social Services, Project Management, Economic Empowerment, Politics, Education, Environment, Human Rights, Market Analysis, Wealth Management, Overview Of Capital Markets.
What skills is Carl Erickson known for?
Carl Erickson has skills like Leadership, Organization Skills, Communication, Productivity Improvement, Time Management, Food Service Operations, Budgeting, Management, Versatility, Powerpoint, Team Management, Teamwork.
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Carl Erickson
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Carl Erickson
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