Carson Mohr, Mba/Mim Email & Phone Number

Chandler, AZ, US

Tempe, Arizona, United States

Tempe, Arizona, United States

• As a part of my responsibilities, I orchestrate departmental planning sessions and direct training initiatives for associates, enhancing their proficiency across various technical platforms such as Jira, Salesforce.
• Optimized reporting processes, achieving 50% reduction in reporting time and enhancing overall process efficiency.
• Administered risk assessment tabletop exercises, mitigating departmental risks and providing actionable insights to executive leadership, resulting in streamlined operations.
• Ensured strategic planning and reduced risky processes by 35% by directing Business Continuity Planning (BCP) initiatives during major network outages
• Migrated nine processes to new platforms and conducted training for new associates, serving as communication liaison for trading capabilities area.

Tempe, Arizona, United States

• In my role, I reconciled millions of dollars in share positions by managing client reporting and facilitating dividend payments. I conducted audits of internal house accounts holding Mutual Fund positions, ensuring.
• Reduced volume of high-risk processes by approximately 80% by revamping departmental reporting
• Enhanced departmental coverage and cross-training initiatives, collaborating with multiple stakeholders to ensure thorough knowledge redundancy across entire department.
• Streamlined operations by centralizing process knowledge and implementing new training programs/organizational tools.

Tempe, Arizona

Tempe, Arizona

Worked with clients and their Edward Jones tax forms. Helped educate clients on Capital Gains, wash sale rules, distributions, and other taxable events.

Phoenix, Arizona Area

Currently working at the Retirement Services department in Edward Jones, learning about SEP/SIMPLE employer retirement savings plans. Work closely with Financial Advisors (FA's) on questions regarding account opening, overviews of the plans, and just general questions that may arise while dealing with these plans.

Chandler, Arizona, United States

• Cultivated strong client relationships and achieved 96% customer satisfaction rate by facilitating business introductions for prospective B2C and B2B clients
• Reduced store shrinkage to less than 0.2% by managing restocking and closing duties.
• Ensured thorough understanding of Apple products and services by educating/assisting over 100 new prospective clients.

Mesa, Arizona, United States

• Attained 60% closure rate by managing sales pipeline of 500+ prospective clients.
• Ranked in the top 10% for sales performance in the Southwest region, doubling sales in second quarter and leading as top performer.
• Catalyzed growth among associates and provided training to key management staff on critical business processes, resulting in receipt of 2023 Impact Award.
• Spearheaded design of new owner orientation process and collaborated with external partners to secure referrals, directly contributing to 30 new sales.

Phoenix, Arizona Area

Tasked with creating a ministry from the ground up including, but not limited to planning group events and retreats, creating lesson plans, giving lecture like talks, and creating genuine authentic spaces to grow relationally. Every week there was something different and it challenged me to work with many different personality types, and strategize what it.

Master'S Degree, Master’S In Management Communication (Mim)

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Of Science, Statistics