Chandler Conner Email & Phone Number

Mckinney, Tx, Us

Lehi, Utah, United States

▪Exceeded proposal design quota by 27% every week on average▪Handled incoming and outgoing welcome calls with customers and account executives (Spanish/English)▪Updated customer account information and meeting outcomes daily

Midvale, Utah, United States

▪ Identified ways to improve client’s financial plans▪ Maintained organized workflows and update meeting notes and schedules▪ Discussed taxes, social security, and cash reserve optimization

Port St Lucie, Florida, United States

Job Role:- Acquire new customer base through marketing efforts- Educate customers on the Net-Metering solar initiative- Train new team members and help them establish and exceed marketing goals (Team Training)- Update weekly performance numbers in company spreadsheets- Handle customer relationship management throughout the life of a projectDuring the month of July (2021) I achieved- 3+ New Project initiations in one day (July 13th)- An increase in company revenue generation by $270,000 (15%) in one week (July 12-17)- I became an integral part of team efforts in reaching over 1,000 new project initiations in 2021.

Provo, Utah, United States

Merrill Financial is a wealth management company that currently manages over $400 million in financial assets for its customers.Wealth Management Extern- My role on the extern team is to assist in the marketing efforts involved in prospecting for new clients. As we identify the right people in the right markets we are able to witness the process of both building and enhancing new relationships with prospects.

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Corporate Finance Society, Real Estate Association

Finance, Corporate Finance

Activities and Societies: Member of the Corporate Finance Association