John Cobb Email & Phone Number

San Francisco Bay Area

San Francisco, California, United States

Created a number of internal and external Tableau dashboards, with both prescribed and sandbox formats, providing sales org insights on metrics including: net/gross ARR, pipeline, pipegen, sales attainment, coverage, maturity, new logos, expansion, deal size/volume, sales cycle, territory hierarchy, product, and others.Designed flexible data models with.

Walnut Creek, California, United States

Created Tableau and Qlik dashboards providing senior management the ability to track key metrics across multiple areas of the business.Built and maintained SQL queries to quickly pull required data.Summarized ad-hoc reporting requests with Excel pivot tables.Managed firmwide tracking of client communications and automated the monthly production of hundreds.

Fairfax, VA

Spoke with prospective clients to determine needs and suitability for financial planning.Review the financial planning process to build relationships and familiarity EFE.Ask open-ended questions to find areas for improvement with which we can help.Run queries and reports to measure productivity and efficiency of department.

Alexandria, VA

Interface with clients to resolve liquidity needs, provide financial reports, meet compliance requirements and prepare client documents.Research and resolve various client issues to ensure highest level of client satisfaction.Develop and analyze reports to determine proper course of action for client.Maintain client documents as well as general office.

Washington D.C. Metro Area

Provide financial advice on team of two managing $130M with focus on comprehensive planning, asset allocation, risk management and investment selection.Perform periodic client reviews to maintain current investment strategies and give timely advice.Analyze quantitative data to identify areas of improvement for current and prospective clients.

Assist with client liquidity needs, maintain compliance standards, provide financial reports and open new accounts.Provide research on investments including equity, fixed income, mutual funds, ETFs and SMAs.Primary point of contact for all incoming phone calls.