Evan Mitchell Email & Phone Number

Houston, Texas, Us

• Contracted via The Select Group• Owned and maintained a portfolio of over 180,000 technical support SKUs, including pricing and the availability of various levels of service for networking hardware• Responsible for the creation of services for new product introductions, establishing available service levels and performing market research to determine competitive pricing for support SKUs• Owned and developed a helpdesk for employees to interface with and submit inquiries directly to the services team, leading to new policies, corrections of service offerings and system flaws• Responsible for reviewing the feasibility of and approving requests from the sales organization for support quotes extending beyond standard term periods• Analyzed several years of services sales data to design a program allowing quoting tools to automatically attach the highest volume selling service levels to customer orders at the time of quoting, increasing services sales revenue and services attach rates• Analyzed several years of services sales data to reorganize the services portfolio, implementing competitive pricing across the board for all product offerings, sunsetting underperforming support SKUs and service levels in favor of higher-performing alternatives• Led various projects as needed, including competitor IVR system research, compilations of common critical issues with company offerings, reverse engineering of legacy discount structures, and the design of dashboard reporting requirements for case queueing times

San Diego, California, Us

• Owned exceptions reporting for the investigation and remediation of consumer accounts with regards to anomalies experienced during servicing, including expansions to the logic for reporting• Owned the monthly processes for assigning inventory to collectors company-wide, including the development and testing of new infrastructure for the function• Wrote ad-hoc SQL queries to provide data necessary for satisfying internal inquiries and driving business decisions• Developed, tested, and owned SQL infrastructure used to automate business functions• Designed, developed, tested, and implemented new platforms for dynamic account servicing• Regular presentations of project proposals to directors and stakeholders for change management• Collaborated across teams to divine and implement new business needs and resolve critical issues• Developed, tested, and maintained automated rules within proprietary infrastructure for seamless account management, following an action and result structure

Rockville, Md, Us

• Market analysis in the mutual fund, separately managed accounts, and variable and fixed/indexed annuities spaces by gathering, organizing, and communicating data requirements with clients and key stakeholders.• Responsible for producing comprehensive dashboards summarizing client data analytics across all studies using Excel.• Client relationship manager for over 10 financial asset companies such as Goldman Sachs, Prudential, Jackson, John Hancock, PIMCO, and Legg Mason.• Ingested, cleaned, transformed, and analyzed large raw sales data files from clients using Excel, MySQL, and Tibco Spotfire to produce product reports, dashboards, and iPad applications.• Tailored client deliverables based on territory and channel structure, relevant product universe, and use case of report recipients.• Documented best practices in data processing, validation, and analysis using Confluence to serve as a reference for the team.• Produced and curated quarterly custom reports beyond the standard set of deliverables for a number of clients, including: market share rankings, average market share, office-level consortium sales comparisons, and presentation materials.• Responsible for quarterly ingestion and processing of Morningstar mutual fund data, adding value to client deliverables.• Responsible for strict quality assurance checks on client-submitted data, ensuring the quality and integrity of finalized quarterly datasets.• Produced training materials for new additions to the Market Metrics team.• Supervised and mentored new analysts in ISS offices in Manila, PH, and Norman OK, working in tandem to achieve record product delivery times and improve the efficiency of data operations quarter-over-quarter.• Partnered with Market Metrics’ software development team to bring automation to the quarterly production process.

(Strategic Insight-Market Metrics is now part of the ISS Market Intelligence business segment)• Analyzed a combination of over 3,000 401(k) and 403(b) plans in the defined contribution retirement space in order to provide plan ratings and ingest critical financial data for companies with tens of thousands to tens of billions in net assets with the use of Excel and BrightScope Plan Processor.• Analyzed hundreds of Non-ERISA compliant retirement plans, adding value to BrightScope’s Industrial Package• Corrected daily client data feeds for the BrightScope Enterprise Analyst team using MySQL and BrightScope Beacon• Beta tested several SAP Litmos courses for Strategic Insight’s Head of Training, including: BrightScope Data Analyst training modules, General Finance and Industry Overviews, Introduction to MySQL, and Introduction to Excel, as well as the Introduction to Sales Reporting Plan Matching for the Enterprise Analyst team.• Trained new additions to the Data Organization, domestically and overseas• Assisted Market Metrics, Quality Assurance, and other departments with projects as needed• Manual review of computer-generated 15(c) reports for nomenclature consistency• Cleaned and standardized address data, allowing the Market Metrics business’ clients to effectively allocate their sales forces• Scraped and corrected data for the BrightScope NEXUS product, namely expanding the Investment Advisors database• Aggregated and distributed statutory and summary prospectus data for the Merrill Corporation• Extensive data cleaning for standardization between the BrightScope and Simfund businesses

Davis, Ca, Us

• Solely responsible for operating a small, semi-private gym located within the UC Davis medical campus and assuming all functions – supervision, membership sales, equipment checkout, and janitorial – that are typically divided across positions at the main gym• Responsible for using software to facilitate membership sales, manage existing memberships, and submit and review work order tickets for machinery• Responsible for operating company-owned vehicles for commuting between the main and medical gyms as well as fueling, cleaning, and surrendering the vehicles to fleet services for maintenance• Maintain building security by arming/disarming doors and contacting fire and police departments in the case of emergencies or other various incidents• Responsible for receiving, logging, storing, and distributing uniforms to UC Davis Health Systems medical personnel• Responsible for first-aid in emergency situations, trained to be a first responder, including first-aid, cardiopulmonary resuscitation, and the use of an automated external defibrillator

Davis, Ca, Us

• Primarily responsible for being mobile within a 170,000 square-foot athletic facility and keeping it operationally successful, supervising staff of seven students per shift, ensuring that patrons are complying with facility policies, documenting structural damage and other maintenance needs, as well as being on call for any possible incidents within the facility• Maintain building security by arming/disarming doors and contacting fire and police departments in the case of emergencies or other various incidents• Manage inventory including various keys for an entire 170,000 square-foot facility, recreation equipment, and radios• Maintain oversight of on-duty staff, including documentation for conduct, tardiness, and absences, monitoring for safety to ensure that patrons are not injured while using the facilities• Serve the needs of 500+ students and community members per shift• Responsible for first-aid in emergency situations, trained to be a first responder, including first-aid, cardiopulmonary resuscitation, and the use of an automated external defibrillator

Davis, Ca, Us

• Managed access controls within the recreational area and pavilion, screened patrons for valid memberships, monitored spaces for entry violations.• Janitorial services including trash clean up, cleaning of glass basketball backboards, mopping of the Four-Court Gym, the Multi-Use Activity Court, Group Exercise Studio, Dance Studio, and Martial Arts Studio. Restocking of over ten bathrooms, and disinfection of strength and cardio equipment as well as stretching mats• Facilitated recreation equipment checkouts and returns using account management software, inventory including basketballs, racquetball racquets and balls, squash racquets and balls, safety goggles, badminton racquets and birdies, indoor soccer balls, jump ropes, climbing wall shoes, harnesses, and ATCs• Monitored the campus fitness center to ensure that patrons complied with policies, routinely organized weights and accessories to achieve an organized, uniform appearance, disinfected strength and cardio equipment, and decommissioned equipment with maintenance needs.• Communicated various information to patrons in person and over the phone regarding policies, membership benefits and pricing schemes, group exercise classes offered, and changes in hours.

San Diego, Ca, Us

• Shadowed the school's network administrator to learn about maintaining a network• Gained familiarity with personal computers, including components, repairs, hard drive cloning, security, and general literacy• Performed secretary duties including organizing and distributing incoming mail and staff files as well as learning phone etiquette by responding to incoming calls• Performed miscellaneous tasks such as logging inventory into spreadsheets• Occasional tutoring of students in basic Algebra

San Diego, Ca, Us

• Shadowed sales, production, audio, video, lightning, and carpentry departments to learn about the daily operations of a technical support company• Learned to design CAD drawings using Vectorworks software• Assisted in loading and unloading semi-trucks to transport equipment to and from venues• Assisted construction crews during venue installations• Acted as an assistant to managers in the various departments

• Organized certificates of insurance for the mentor of the program• Processed returned mail, updated incorrect client information in the company database• Became acclimated to work in an office setting