Fred Pugh Email & Phone Number

Atlantic City, New Jersey, United States

Manage employee schedule to ensure staffing for seasonal business. Created a number of reports to provide ownership with visibility into weekly, monthly, quarterly and annual sales, inventory and payroll numbers. Built spreadsheet to improve efficiency of weekly inventory reports submitted to franchise company. Manage orders to coordinate proper inventory while balancing capital expenditures. Meet with guests to get direct feedback on products and customer experience.

Client solutions in all areas of insurance. Life, auto, home, health, and commercial.

Created written project plan to layout both timeline and budget for management to review in weekly meeting to analyze. Educated both end users and development team on wants and needs to maintain timelyness and budget properly.

Managed relationships at multiple accounts including Wachovia, T. Rowe Price, Susquehanna International Group and Goldman Sachs. Increased revenue by selling addon services to end users by interviewing and better understanding their daily work routine. Decreased client budgets by educating them on proper use of Reuters systems allowing them to reduce need for competitors applications. Wrote documentation to educate users both external and internal on how to most effectively utilize Reuters systems for finding market data on equities, fixed income, futures and foreign exchange products.

Built private wealth management practice to educate and sell financial products to clients. Sold written financial plans for clients to better understand how to utilize individual stocks, bonds, mutual funds, annuities and insurance to build and secure financial independence.

Bachelor Of Science, Business Management

Activities and Societies: Swim teamStudy Finance, Accounting and Education.

High School Diploma

Activities and Societies: Swim team and Crew