Joe Bishop

Joe Bishop Email and Phone Number

Supervisor of Client Retention at TRIMEDX @ TRIMEDX
indianapolis, indiana, united states
Joe Bishop's Location
Indianapolis, Indiana, United States, United States
Joe Bishop's Contact Details
About Joe Bishop

Joe Bishop is a Supervisor of Client Retention at TRIMEDX at TRIMEDX. He possess expertise in organizational and writing skills, leadership, employee training, management, sales and 25 more skills.

Joe Bishop's Current Company Details
TRIMEDX

Trimedx

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Supervisor of Client Retention at TRIMEDX
indianapolis, indiana, united states
Website:
trimedx.com
Employees:
1756
Joe Bishop Work Experience Details
  • Trimedx
    Supervisor
    Trimedx Aug 2022 - Present
    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
  • Trimedx
    Senior Portfolio Analyst
    Trimedx Jun 2021 - Present
    Indianapolis, Indiana, United States
  • Trimedx
    Portfolio Analyst
    Trimedx Jul 2019 - Present
    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
  • Axa Advisors, Llc
    Financial Advisor
    Axa Advisors, Llc Feb 2017 - Jul 2019
    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

Joe Bishop Skills

Organizational And Writing Skills Leadership Employee Training Management Sales Customer Service Time Management Event Planning Teamwork Social Networking Social Media Communication Microsoft Word Microsoft Office Public Speaking Microsoft Excel Insurance Needs Analysis Estate Planning Strategies Mutual Fund Strategies Asset Allocation Strategies Insurance Strategies Spreadsheets Data Visualization Office 365 Data Analysis Business Intelligence Investments Personal Finance Life Skills Personal Development

Joe Bishop Education Details

Frequently Asked Questions about Joe Bishop

What company does Joe Bishop work for?

Joe Bishop works for Trimedx

What is Joe Bishop's role at the current company?

Joe Bishop's current role is Supervisor of Client Retention at TRIMEDX.

What is Joe Bishop's email address?

Joe Bishop's email address is bi****@****due.edu

What schools did Joe Bishop attend?

Joe Bishop attended Quantic School Of Business And Technology, Purdue University.

What are some of Joe Bishop's interests?

Joe Bishop has interest in Children, Economic Empowerment, Education, Environment, Health.

What skills is Joe Bishop known for?

Joe Bishop has skills like Organizational And Writing Skills, Leadership, Employee Training, Management, Sales, Customer Service, Time Management, Event Planning, Teamwork, Social Networking, Social Media, Communication.

Who are Joe Bishop's colleagues?

Joe Bishop's colleagues are Claire S., Ricardo Hernandez, Steve Latham, Alex Walton, Peter Kadzis, Anthony Hickerty, Michael Kushner.

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