Charles Chan Email & Phone Number

Arlington, Va, Us

Seattle, Washington, United States

Seattle, Washington, United States

Seattle, Washington, United States

Miami, Florida, United States

Miami/Fort Lauderdale Area

Miami, Florida

Support all Direct Sales and Service for North America with analysis and reporting.Responsible for identifying trends and revenue- generating opportunities for each area of the business. Set daily and weekly targets for revenue. Develop and pilot incentive compensation programs.Build queries to mine and extract data through various sources to compile effective reporting.Report on productivity, revenue optimization, return on investment & competitor analysis.

Miami, Fl

Produced roughly $9,700,000 in net revenue for 2013-2014. Named 2014 Top 15 Revenue generating Travel Agencies for all of Celebrity Cruises .Directed the launch and implementation of Siebel Sales system. Acted as liaison between Consumer Outreach and IT managers. Tested system updates, logged defects and worked closely with IT to resolve & launch new developments. Assisted in development and launch of Virtual Celebrity program which increased conversion rates by 150%.

Miami, Fl

Host weekly meetings, plan agendas, set weekly goals and plan logistics for events.Developed mission statement, constitution, sector based investment strategies, asset allocation and portfolio management strategy. Research, analyze and forecast performance for equities and fixed income instruments.Construct models to perform valuation, discounted cash flow, and comparative companies analysis.Won “Emerging Business Organization of the Year” through the Student Leadership… Show more Host weekly meetings, plan agendas, set weekly goals and plan logistics for events.Developed mission statement, constitution, sector based investment strategies, asset allocation and portfolio management strategy. Research, analyze and forecast performance for equities and fixed income instruments.Construct models to perform valuation, discounted cash flow, and comparative companies analysis.Won “Emerging Business Organization of the Year” through the Student Leadership Group. Show less

Analysis of stocks, bonds and equities. Make recommendations for investments and design pitch books for clients.Research financial statements of target companies; utilize financial ratios to determine value.Establish relationships with clients and respond to questions regarding their portfolio.Develop budgeting and forecasting models to predict revenue growth.