Jerry John

Jerry John Email and Phone Number

Data Analyst at Transamerica Retirement Services @ Transamerica Retirement Solutions
maryland, united states
Jerry John's Location
Monsey, New York, United States, United States
Jerry John's Contact Details

Jerry John work email

Jerry John personal email

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About Jerry John

Jerry John is a Data Analyst at Transamerica Retirement Services at Transamerica Retirement Solutions. He possess expertise in sales, customer service, training, management, microsoft excel and 45 more skills. He is proficient in Malayalam.

Jerry John's Current Company Details
Transamerica Retirement Solutions

Transamerica Retirement Solutions

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Data Analyst at Transamerica Retirement Services
maryland, united states
Website:
transamerica.com
Employees:
14007
Jerry John Work Experience Details
  • Transamerica Retirement Solutions
    Investment Data Analyst
    Transamerica Retirement Solutions Dec 2008 - Present
    Harrison, Ny
    - Providing and maintaining accurate, timely and critical information on proprietary consultant databases and commercial data vendors (Morningstar, Lipper, etc) using Access and Excel- Project management and production of quarterly marketing materials including, Fact Sheets, Fund Evaluation Reports, and generic marketing presentations using MPI Stylus-Assisting RFP team in filling out RFP and RFI proposals by providing data points- Maintain and Update Investment Services Intranet Pages- Maintenance of database in proprietary fund performance application- Coordination and communication of changes to products or materials required for quarterly reporting- Team lead for Company Mailbox (TRSCIM Fund Info) answering investment questions internally for client executives, customer service, sales as well externally for advisors, consultants, etc. - Collaborating with product experts for production and review of materials and database profiles- Working with internal partners to prioritize work and meet deadlines- Using Crystal Reports and State Street Data to complete fund administration accounting tasks.
  • Marketsource Inc.
    Account Sales Representative
    Marketsource Inc. Aug 2005 - Jul 2015
    - Going to various Hewlett Packard clients (i.e. Microcenter, Best Buy, Staples, etc.) to do demonstrations on new HP technologies ranging from new desktop technologies to new printing technologies.- Recruiting attendees for training events at special locations such as Dave and Busters, AMC, etc and exceeding quota.- Supporting top accounts in Upstate NY/Northern NJ- Interacting with customers and clients about new products and providing product information.- Hosting store meetings to train employees and management on Hewlett Packard products.- Building relationships with store management and retail employees.- Getting stores sales figures for company data.- Setting up merchandising displays that highlight new product lines.- Training all new account sales representatives once hired in Upstate NY/Norther NJ Area
  • Creditriskmonitor
    Analyst
    Creditriskmonitor Jul 2005 - Dec 2008
    Valley Cottage, Ny
    - Working to provide corporate credit professionals commercial credit reports on public companies and financial statements, ratio analysis and trend reports, peer analyses, credit scores, company background information, and Moody's and Standard & Poor's ratings.- Analyzed news articles related to public companies, such as bankruptcy stories, mergers acquisitions, sales, earnings, etc, and posted to company site.- Providing continuous news monitoring that keeps subscribers up to date on events affecting the creditworthiness of companies.- Providing payment data, and public filing information such as lawsuits, liens and bankruptcy information- Updating database to reflecting updates and changes to public companies.- Worked with SEC Filings and extracting key info such as Going Concerns, Not Timely, Form 15 Filings, Schedules 21s, etc. in helping providing company updates.- Do Quality Assurance checks daily to see if all news feeds stories have been properly sent out to clients.- Created manuals for internal work functions via Powerpoint.- Training new employees on various tasks.
  • Kelly Services
    Quality Assurance Tester
    Kelly Services Sep 2004 - Mar 2005
    Franklin Lakes, Nj
    - Working at Medco Health Solutions with databases and testing in a mainframe environment (Quality Assurance) - Review, creating test conditions, executing and troubleshooting of tests and review of test output.- Understanding the requirements of system changes from both a design and end-user perspective. - Maintaining, finding and entering log of Co-pay options through Excel sheet and Rumba.- Troubleshooting tickets to resolve disputes via phone/internet.- Working with different departments at times to complete projects.

Jerry John Skills

Sales Customer Service Training Management Microsoft Excel Business Analysis Access Marketing Microsoft Office Financial Analysis Powerpoint Sales Operations Financial Services Process Improvement Account Management Quality Assurance Troubleshooting Salesforce.com Team Leadership Risk Management Project Management Insurance Databases Data Analysis Leadership Strategic Planning Team Building Crm Vendor Management Finance Financial Reporting Call Centers Business Intelligence New Business Development Morningstar Html Sales Process Bloomberg Terminal Cross Functional Team Building Business Development Mutual Funds Sql Product Knowledge Fact Sheets Photoshop Mpi Stylus Morningstar Direct Great Motivator Crystal Reports Fund Administration

Jerry John Education Details

Frequently Asked Questions about Jerry John

What company does Jerry John work for?

Jerry John works for Transamerica Retirement Solutions

What is Jerry John's role at the current company?

Jerry John's current role is Data Analyst at Transamerica Retirement Services.

What is Jerry John's email address?

Jerry John's email address is je****@****ail.com

What is Jerry John's direct phone number?

Jerry John's direct phone number is (914) 627*****

What schools did Jerry John attend?

Jerry John attended Saint Thomas Aquinas College.

What skills is Jerry John known for?

Jerry John has skills like Sales, Customer Service, Training, Management, Microsoft Excel, Business Analysis, Access, Marketing, Microsoft Office, Financial Analysis, Powerpoint, Sales Operations.

Who are Jerry John's colleagues?

Jerry John's colleagues are Patrick Vitello, Jas Sandhu, Jacob Cary, Jennifer Smith, Thomas Phan, Teresa Wu, Julie Haren.

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