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.
• 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 in.