Joe Bishop Email & Phone Number

Indianapolis, Indiana, United States

· Work directly with our customer's C-suite executives on cost saving solutions and reports that demonstrate our companies financial successes· Manages a team of five directly that has a collective portfolio worth of $260 million in revenue· Collaborates with three other supervisors to manage 20 portfolio analysts with a collective portfolio worth $260 million in revenue· Revamped Trimedx's client facing reports to highlight key financial metrics in new dynamic ways

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

· Manages a $100 million clinical asset management portfolio for several major hospital systems in the East and Midwest regions· Assess tens of thousands of individual hospital transactions for financial impact on a quarterly basis· Assisted creating a new standardized process for our quarterly data scrubbing that was incorporated into the new hire training procedure and onboarding manual· Conduct quarterly value reviews with C-suite level executives and other high-level hospital staff where we reviewed key performance metrics and financial adjustments· Analyze customer data and present the client with recommendations to save money on their clinical asset management program

Indianapolis, Indiana Area

· Built up a book of business of over 150 clients with approximately $2,750,000 in assets· Prospected and acquired new clients to expand my business. This was done primarily through the 403(B) market while using that opportunity to leverage referrals and cross-sell· Construct detailed retirement projection and life insurance needs analysis reports for current and prospective clients· Prospected school corporations and businesses to gain access, or take over, their group retirement plans· Developed a retirement planning tool in Excel that closely mimicked software that was discontinued from the standard platform and allowed clients to manipulate over 20 variables to encompass the majority of retirement scenarios

Master Of Business Administration - Mba

Bachelor'S Degree, Financial Counseling And Planning

Activities and Societies: Intramural Sports, Financial Counseling and Planning Club, Student Leadership Committee Treasurer and Event.