Connor Dee Email & Phone Number

Colorado Springs, Colorado, US

My duties include providing analysis of financial data related to pending business decisions and strategic initiatives, preparing financial reports, supporting budget and analysis needs for assigned divisions, and maintaining and improving financial policies and processes.

Ellicott City, Maryland, US

• Responsible for assisting the firm’s two financial advisors in creating a superior client experience. This position builds on the traditional Client Relationship Associate role. Responsibilities include creating and.
• Communicate with clients, verbally and in writing.
• Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisors and clients as needed
• Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM
• Assist in managing all client relationships, both individual and institutional.
• Assist in preparation for client meeting – agenda, investment reports, financial plan, and financial analyses, etc.

Oaks, PA, US

- Review, analyze, and enter client information and transactions into multiple systems in order to fulfill monetary and non-monetary requests for high-net-worth client accounts.- Interpret monetary requests to determine the correct course of action. This requires an understanding of the high net worth client’s goals and objectives as well an understanding.

St. Louis, MO, US

• Interact with customers to maintain ongoing customer relations and ensure a satisfactory experience. During my tenure, the Collegeville Enterprise customer service rating has increased by 10 percent.
• Utilize spreadsheets to track sales figures, branch growth, and income for the branch while competing with other branches in the area.
• Manage corporate and retail accounts assigned to branch and assure complete satisfaction.
• Compete in region for best sales members and customer satisfaction which is tracked monthly.