Charlotte B.

Charlotte B. Email and Phone Number

Agency and Trust Sales Analyst - Securities Services Analyst Program @ Citi
New York, NY, US
Charlotte B.'s Location
New York City Metropolitan Area, United States, United States
About Charlotte B.

Charlotte B. is a Agency and Trust Sales Analyst - Securities Services Analyst Program at Citi.

Charlotte B.'s Current Company Details
Citi

Citi

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Agency and Trust Sales Analyst - Securities Services Analyst Program
New York, NY, US
Website:
citigroup.com
Employees:
196387
Charlotte B. Work Experience Details
  • Citi
    Agency And Trust Sales Analyst - Securities Services Analyst Program
    Citi
    New York, Ny, Us
  • Citi
    Agency & Trust Sales Analyst - Securities Services Analyst Program
    Citi Jul 2023 - Present
    New York, New York, Us
  • Pcm Services
    Sales Support Intern
    Pcm Services Dec 2022 - Jul 2023
    Beltsville, Maryland, Us
    • Expanded 2023 Sales & Marketing Calendar, which included 25+ Salesloft campaigns, 50+ blogs, and 10+ webinars; assisted VP of Sales during digitalization of the sales department and shift from field sales to technology enabled inside sales• Conducted in-depth market research and analyzed 2,800+ properties to enable sales and marketing campaigns to align with PCM’s Ideal Customer Profile (ICP); collaborated with sales team on data projects within Salesforce and ZoomInfo to improve Salesforce data integrity while conducting business-development oriented phone calls
  • Don Bosco Cristo Rey High School And Corporate Work Study Program
    Founder And Chairman Of The Junior Committee
    Don Bosco Cristo Rey High School And Corporate Work Study Program Sep 2013 - Jul 2023
    Takoma Park, Maryland, Us
    Founded the Don Bosco Cristo Rey Junior Board in the 7th grade; Created the DBCR Fun Event, a dance attended by over 800 kids in the DC area annually; Raised over $350k, providing underserved youth with scholarships to college prep high school; Mentored over 50 committee members about the process of asking for corporate sponsorships, planning an event, and spreading awareness to the school; Organize and run monthly board meetings via conference call.
  • G&G Outfitters
    Production Planning Intern
    G&G Outfitters May 2022 - Jul 2022
    Lanham, Md, Us
    • Conducted analysis to assist a client in navigating supply chain issues resulting in a buy suggestion of 11K units to mitigate risk of shortages• Identified and presented to C-Suite discrepancies in firm’s top clients’ data due to logistical issues resulting from the pandemic
  • Unc Student Government Executive Branch
    Assistant Director Of Alumni Relations
    Unc Student Government Executive Branch May 2021 - Jun 2022
    Chapel Hill, Nc
    • Performed 200 weekly calls to alumni, registering 85+ alumni to the mentor program; led meetings and outreach projects
  • Unc Student Government Executive Branch
    Community Service Chair
    Unc Student Government Executive Branch Apr 2020 - May 2021
    Chapel Hill, Nc
    • Planned and organized service fair and CarolinaServes, along with smaller projects such as monthly service events, for the Executive Branch and fundraisers for the UNC Hospital Covid-19 relief
  • Spray Tans By Charlotte
    Founder
    Spray Tans By Charlotte Sep 2016 - Jun 2022
    • Identified an opportunity to create a spray tan startup after conducting a competitive analysis • Created a customer loyalty program, garnering 50+ repeat customers and earning $1000/month during peak season; promoted business and customer loyalty program through social media
  • Blackstreet Capital Holdings, Llc
    Summer Intern
    Blackstreet Capital Holdings, Llc May 2021 - Aug 2021
    Bethesda, Maryland, Us
    • Performed research and analysis for acquisitions of two $5 million entities as part of broader rollup strategy; attended on-site visits and management presentations• Created comparable company analysis to assess quality of potential entry market; included revenue drivers, fixed vs variable costs, growth potential, sensitivity analysis, and synergistic possibilities• Prepared research on competitive landscape to facilitate business development opportunities• Aided in selection of youth hockey scholarship award winners; drafted notification to award recipients; scholarships created to remove financial barriers and drive diversity participation • Conducted risk analysis related to new technology intended to drive down energy costs• Compiled research to identify correlation between Covid-related unemployment and sales to analyze performance of holding company
  • Kickit
    Marketing Intern
    Kickit Jun 2020 - Aug 2020
  • Gary'S Dewey Beach Grill
    Hostess And Waitress
    Gary'S Dewey Beach Grill Jun 2020 - Aug 2020
    Dewey Beach, Delaware, Us
  • Office Of Governor Larry Hogan
    Summer Intern
    Office Of Governor Larry Hogan May 2019 - Jun 2019
    • Corresponded with constituents through email, phone calls, and in person; created informational spreadsheets to help supervisors prep for policy meetings and inform them on new cybersecurity practices • Created summaries of current affairs to help facilitate decision making for Senior Advisors
  • Sirvida Restaurant
    Hostess & Waitress
    Sirvida Restaurant Jun 2018 - Aug 2018
    Worked as a team that included servers, hostesses, cooks, and bus boys; Trained new wait-staff on guest service expectations, safety procedure, and restaurant protocols; Delivered exceptional, reliable and fast service.

Charlotte B. Education Details

  • Unc Kenan-Flagler Business School
    Unc Kenan-Flagler Business School
  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Major: Business Administration; Minor: Spanish For The Professions
  • Connelly School Of The Holy Child
    Connelly School Of The Holy Child
    High School Diploma

Frequently Asked Questions about Charlotte B.

What company does Charlotte B. work for?

Charlotte B. works for Citi

What is Charlotte B.'s role at the current company?

Charlotte B.'s current role is Agency and Trust Sales Analyst - Securities Services Analyst Program.

What schools did Charlotte B. attend?

Charlotte B. attended Unc Kenan-Flagler Business School, University Of North Carolina At Chapel Hill, Connelly School Of The Holy Child.

Who are Charlotte B.'s colleagues?

Charlotte B.'s colleagues are Linh Mathis, Jyoti Tawade, Lilo Cervantes, 储凌燕, Ekta Kishore, Natalia Rodríguez, Ashwini Eksambekar.

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