Financial Technology Sector

Created 300+ Financial “PX” Plans with financial projections for the client’s current assets and made recommendations for Mutal Funds, ETFs, Investment-grade Bonds, and Whole/Term Life Insurance policies. Cultivated relationships with new clients and generated Insurance premiums.Scheduled and tracked financial planning meetings CRM. Converted data from CRM to an Excel Master spreadsheet and created PivotCharts to analyze call conversion rates, 2nd meeting retention rates, and closing rates.

Using the Cascade CMS platform and HTML/CSS I maintained web pages by fixing 40+ bugs daily and updated 300+ web pages to reflect recent events, research breakthroughs, and forum updates.Collaborated in developing a medical data storing software that streamlined user inputs and storage resulting in a 30% cost reduction in data consolidation.Recorded all the bugs on Excel Spreadsheets. Created pivot tables and graphs that highlight the bug frequency rate and the bug relapse rate. Presented data findings and solutions bi-weekly using PowerPoint to the IT Department and Web Development team.