Ed Sassi Email & Phone Number

Assisted in the testing of new financial database used in banking industry.Supported regulatory requirements by delivering data to parent company using various reporting tools.Reviewed insurance documentation to verify accuracy and ensured all data was collected correctly via various database systems.Helped design business rules to determine data input and developing procedures.Reviewed Sales Contracts for accuracy and sent revisions to outside agencies as needed.

• Met with prospective clients to discuss insurance products and annuities based on needs• Gathered client information to determine budgets, and to explain the benefits of each plan• Attended training meetings to cover new product demos and use of online marketing tools• Provided follow up with clients to further assist with financial planning needs

Managed the preparation and delivery of business proposals based on customer requirements, leading to over $10 million in sales Provided sales and marketing support at various company events to strengthen brand awareness with customersAnalyzed costs and study trends, and communicated status to all stakeholdersDeveloped process documentation, which aided in making business decisionsGenerated monthly reports of key metrics for all projects

Managed business relationship of database vendors, including setting up test environments to ensure network devices worked properly with various systems from other companies.Ensured projects met all timelines and stayed within budget.Assisted sales team on customer inquires, presentations, resulting in sales exceeding several million dollars.Expanded the partner certification process, leading to greater product value for customers.Attended trade shows to demo… Show more Managed business relationship of database vendors, including setting up test environments to ensure network devices worked properly with various systems from other companies.Ensured projects met all timelines and stayed within budget.Assisted sales team on customer inquires, presentations, resulting in sales exceeding several million dollars.Expanded the partner certification process, leading to greater product value for customers.Attended trade shows to demo products, which helped increase customer base. Show less

Education record

Activities and Societies: Buchanan High School and Fresno State Volunteer Central Valley Professionals Volunteer Successful Thinkers member

Education record