John Michael Payne Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

Queens, New York, United States

Currently enrolled in the New York Paris graduate program for Architecture, Planning, and Preservation

New York, New York

Established a concrete process for onboarding prospective clientsReduced new client processing time by 40%Digitized external onboarding processesDeveloped a process that increased client appointment retention by 10%Assisted clients with asset movement requests and transactionsRebalanced accounts across our platform in excess of a hundred million in assetsCompiled tax data for client distribution reportsModeled comparison of strategies based on current and target allocationsSpearheaded the client relations aspect of a business partner dissolution

New Castle, De 19720

Licensed insurance sales in: DE, NJ & PA

Administered investment portfolio analysis of over $16 million of assets* Developed asset planning recommendations for 19 prospective clients* Assisted opening client accounts* Developed and implemented an efficient system for streamlining client accounts which was adopted by the business* Created college investment planning forecasts* Modeled over 20 investment comparisons of current versus recommended holdings* Modeled dozens of hypothetical illustrations showing investment returns for the past 10 years* Organized 3 company dinners and 2 other company outings* Contacted prospective clients to set up investment advisory meetings* Placed orders for office supplies* Met with an interior designer to discuss office redesign ideas* Assisted the IT department implementing improved wireless and wired networks* Managed change of address notifications for clients and contractors* Conducted Market ResearchGrill Cook Uncle Bill’s Pancake House, Avalon, New Jersey Summer 2012 & 2013* Cooked breakfast foods at a high volume restaurant* Approved and ordered kitchen supplies* Managed inventoryActivities:President – Live Action Role Play Club, University of Delaware 2014 – Present* Plan, organize, and carry out the responsibilities of the club* Advertise club and recruit new members* Establish guidelines for club activities and behaviors* Ensure compliance with university and organization policies* Administer budgets and approve expensesTreasurer – Paranormal Research Group, University of Delaware 2013 – Present* Manage organization funds* Balance funding ledger* Help plan and manage tripsPlayer Representative – Live Action Role Play Club, University of Delaware 2013 – 2014* Mediate between players and officials* Utilize conflict management skills

Managed financial budget* Supervised team of 4 technicians* Established schedules and assigned work days* Designed and managed lighting cues for 5 productions

Master Of Architecture - March

Architectural Certificate, Architecture

Education record

Bachelor Of Science, Economics