Connor Gates Email & Phone Number

United States

San Francisco Bay Area

San Francisco, California, United States

San Francisco, California, United States

Santa Ana, California, United States

San Juan Capistrano, Ca

• Developed and presented time and cost-saving initiatives to upper management backed by thorough data analysis and market research with a clear strategy of how to initiate the concepts; nine initiatives were successfully utilized by the company• Streamlined and automated accounting processes to maximize efficiency and accuracy; as a team decreased the month-end close process by an average of two days• Collaborated directly with the CFO to improve data management and financial modeling for all branches of Shea Mortgage; included faster methods of calculating employee awards, boosting company morale• Led an Excel training workshop for the sales team to improve reporting techniques of client data• Processed Purchase Advices from institutional loan buyers and collaborated with the Secondary Market team to ensure accuracy and accountability of loan pricing; saved the company money by discovering reporting errors

Newport Beach, Ca

• Tasked with possessing in-depth knowledge of Pacific Life’s annuity products, investment strategies and evolving market trends in order to concisely communicate and assist advisor inquiries• Responsible for accurately completing complex fund trades, distribution and annuitization requests as well as other contract management tasks in a fast-paced environment• Worked directly with broker-dealers to ensure proper licensing, appointment requirements and state training requirements are met• Participated in individual and team projects that achieved the goal of improving internal appointment documentation and new employee training

Irvine, Ca

• Successfully marketed Clarke Financial Group’s products to financial advisors across the country• Co-developed Clarke Financial Group’s online application system using Adobe Professional, enabling expedited and simplified paperwork procedures for clients• Improved the organization and accuracy of digital contacts, sales information, and client information

San Juan Capistrano, Ca

• Responsible for updating and solving inefficiencies in the Annual Operating Plan database• Researched competitors’ financials and presented findings and suggestions to upper management• Received hands on training in all aspects of the mortgage process, from the initial approval of the company’s credit line to loan securitization

Tuscon, Az

•Increased business revenue by establishing new relationships with potential clients through the use of phone and email marketing•Coordinated appointments between clients and insurance agents in the office•Trained new employees in phone marketing in order to help develop more effective methods of increasing and retaining new business

Tustin, Ca

•Established a swim and lifeguard company in order to promote water safety •Provided lifeguard services to children’s birthday parties and other events •Taught private swim lessons focusing on basic swim skills and technique •Hired lifeguards who were CPR and Lifeguard certified by the American Red Cross

Master Of Business Administration - Mba

Bachelor'S Degree, Agribusiness Economics & Management

Activities and Societies: Financial Management Association Member, Arizona Surf Club Member Minor in Business Administration Minor.