Joseph C. Collins, Ms, Mba Email & Phone Number

Minneapolis, MN, US

Raleigh, NC, US

Los Angeles, CA, US

• Rated "Highly Effective" three years in a row, which covered each full annual review cycle with the company.
• 2022 efforts via lead generation, targeting, intel tool building/maintenance resulted in 108% sales lift (+81% test vs. -27% control) and 16% market share lift (+21% test vs. +5% control) in test group vs. control group.
• Created dashboards and statistical research studies to illuminate and optimize wealth management sales processes and results.
• Built upon and improved predictive classification model for client product preference, opportunity sizing, lead generation and for highlighting opportunity trends, leading the RIA channel to outperform all other Wealth.
• Integrated 3rd party datasets such as 13-F data to pinpoint areas of risk-adjusted results outperformance, price positioning, and sales opportunity during Capital Group’s first-ever ETF launch resulting in multiple.
• Tools used included MS SQL Server, Tableau, PowerBI, Jupyter, Jira, Confluence, RStudio, Databricks, MS Excel, MS Powerpoint, BitBucket, SourceTree, Alteryx, Salesforce.com.

Los Angeles, CA, US

• Served as Agile Product Owner for marketing collateral across 22 investment strategies, covering three sub-asset classes within the greater Fixed Income marketplace.
• Functioned as Fixed Income SME while leading technical cross-functional teams, representing Investment Directors, Compliance, and Creative, developing business requirements, tracking implementation progress, and.
• Led 6 producers and over 50 contractors in recurring manual / automated construction of 800+ marketing artifacts, supporting 110+ products and 1K+ major institutional accounts through design and continuous improvement.
• Tools used included Jira, Confluence, MS Excel, MS Powerpoint, Adobe Suite, Alteryx, PowerBI, Visio, Salesforce.com, Sharepoint, Workfront, Seismic.

New York City, NY, US

• Primary in-house supply chain data scientist/statistician at UPHE, crafting executive KPI decks / developing new statistical models.
• Led on integration of new global replenishment system for account worth $400M+ in annual sales, co-ordinating between 4+ teams, leading to an 11% reduction of stock-outs.
• Created automated interactive dashboards using MicroStrategy to replace all external ad hoc reporting for 5+ distribution partners.
• Business cases centered around sales planning, demand planning, forecasting, vendor-managed inventory, cost optimization, software/database integration, merchandising, and logistics.
• Tools used included MS Excel, SAS Studio, Jupyter, Microstrategy, Algomus, SAP, Salesforce.com, MS Powerpoint, Smartsheet, Sharepoint.

New York City, NY, US

• Led 20+ sales and operations research projects in NBCUniversal's Home Entertainment Supply Chain department resulting in significant organizational changes aimed to cut down product returns, boost sell-through, and.
• Performed root cause analysis, cluster analysis, linear regression, binary logistic regression, factor analysis, data modeling, A/B testing, coupled with financial analyses, to calculate potential cost-savings.
• Tools used included MS Excel, SAS Studio, Jupyter, Microstrategy, Algomus, SAP, Salesforce.com, MS Powerpoint, Smartsheet, Sharepoint.

Minneapolis, MN, US

• Provided asset portfolio management, financial modeling/valuation, and industry analysis in the Tech, Media and Telecommunications (TMT) sector, up to and including conducting live trades.
• During the course of participation, the fixed income fund ($17MM AUM) went from a 2 basis point under-performance of our benchmark (intermediate gov't credit) to a 6 basis point out-performance, substantially aided by.
• Presented bi-annual portfolio performance overviews to the Carlson Fixed Income Fund's external clients.
• Tools used included Bloomberg, FactSet, MS Powerpoint, and various FactSet-based plug-ins for MS Excel.

Marshall, Minnesota, US

• Crafted ad hoc reporting and drove sales / marketing research efforts to track sales performance, identify potential cost savings, optimize product bundling, and guide new product launch plans, resulting in launch and.
• Created a new internal dashboard to illustrate a birds-eye view of financial key performance indicators (KPIs) within Schwan’s Foodservice business unit, a $300M+ business. Dashboard was included in CEO’s KPI deck.
• Built a new automated channel and category reporting tool enabling quick analysis of sales, pricing, and trade trends, stream-lining marketing analysis processes and freeing up $32K worth of man-hours annually in.
• Tools used included SAP, SAP-driven plug-ins (BEx), MS Excel, Sharepoint and MS Powerpoint.

Washington, DC, US

• Co-ordinated operations between 40+ analysts in three offices within three multi-agency organizations on two continents while serving in an advisory role to senior government officials, conducting communications-based.
• Supervised 24 civilian language professionals and provided QA on over 1.1K translation products on a U.S. Army mission in Afghanistan, contributing to overall production of over 470K time-sensitive tactical and.
• Optimized employee workflow via queries in various database management systems leading to 17% increase in data processing speed in addition to directing production focuses and mitigating employee disputes /.
• Implemented 24-hour travel account management for command of 900+ employees, managing command’s emergency travel line and leading a team of six sailors in processing 1,920+ orders / travel vouchers with a value of over.

Minneapolis, Minnesota, US

• Promoted from agent position and became Outsell’s primary point of contact with 400+ B2B clients, 3+ vendors, and principal administrator for two of Outsell's four products, accounting for $1.9M of total annual revenue.
• Directed client technical support and all reporting to internal and external customers, alongside serving as sole implementation specialist in company, implementing 200+ new accounts worth over $223K annually.
• Mapped existing implementation / customer service processes in addition to building new customer service processes, reinforcing and maintaining architecture of Outsell’s unique SaaS mash-up, a key revenue driver.
• Conducted live seminars with executives and senior-level project managers via GoToMeeting, developing software requirements in sensing sessions, leading to integration of a key account worth $150K in annual revenue.
• Tools used included Salesforce.com, Microsoft CRM, Jezel, GoToMeeting, MS Project, among other proprietary software applications.

Minneapolis, Minnesota, US

• Consistently led Outsell's contact center in lead generation in regards to quantity and quality, as well as overtime hours worked, leading to a promotion within three months on the job.
• Accessed and organized automotive dealers' OEM (CRM) systems.
• Provided online customer service primarily through chat but also e-mail mediums.
• Effectively worked with management to troubleshoot contact center problems and streamline processes.

Master Of Science (M.S.), Marketing, Analytics

Master Of Business Administration (Mba), Finance, Marketing

Bachelor Of Arts (B.A.), History, Arabic

Associate Of Arts (A.A.), Arabic