Joshua Randolph Email and Phone Number
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Technical, analytical, detailed-oriented Technical Systems Analyst with extensive experience in the Capital Markets and Brokerage Technology. Strong understanding of various business systems and tools include Salesforce CRM software, SQL, cloud storage apps, and accounting software. Demonstrated skills in business analytics, business strategy, process improvement, wealth management, data mining and analysis, book of business management, and project management.
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Product OwnerWells Fargo Jan 2021 - PresentSan Francisco, California, Us
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Business Systems Consultant 6/ Scrum Master-Salesforce Crm PlatformWells Fargo Jan 2020 - Dec 2020San Francisco, California, Us
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Business Systems Consultant 6Wells Fargo May 2019 - Dec 2019San Francisco, California, Us
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E- Business ConsultantZiccardi And Hope Llc Nov 2018 - May 2019•Evaluated current business processes and recommended new e-commerce solutions which resulted in a reduction of costs by 3%.• Analyzed front-end user interface and developed recommendations for enhancements which increased web traffic and reduced cart abandonment.• Coordinated with website designers and content writers to improve user experience and remove irrelevant and out of date information.• Developed initiatives to increase utilization and conversion rates.
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Business AnalystVanguard Jul 2015 - Oct 2018Valley Forge, Pa, Us• Analyzed Vanguard’s new client onboarding process by gathering, documenting, and analyzing data which resulted in specific process improvement reconditions to senior management.• Participated in requirements gathering through elicitation sessions, and constructed artifacts to improve the front-end and back-end of Vanguard’s web portal during the transition from Transfer Agent to full-service Broker-Dealer.• Provided technical assistance in identifying, evaluating, and developing cost-effective solutions to meet business goals and improve redundant processes.• Involved in preparing test scripts, test plans, and user acceptance testing as a member of the Sandbox team for Vanguard’s brokerage account. • Collaborated with internal and external users to gather and document requirements of Vanguard’s newly adopted brokerage account and presented recommendations to management and IT teams to improve functionality and end-user experience.• Conducted analysis of systems and technical processes to make recommendations for improvements. -
High Net Worth Assigned Representative Brokerage AssociateVanguard Oct 2013 - Jul 2015Valley Forge, Pa, Us• Utilized client relationship management skills to establish and proactively cultivate strong relationships with an assigned book of business of high net worth clients with $1,000,000 to $23,000,000 in assets under management.• Demonstrated change management skills while working on the business strategy team to coordinate and support the reorganization of Vanguard’s Retail Investor Group.• Educated clients and internal associates on complex capital markets topics including equities, debt instruments, margin, ETFs, and alternative investments.• Traded equities, debt securities, ETFs, mutual funds on Vanguard’s orders desk.• Coordinated with Vanguard’s business strategy, client experience, personal advisor, and retail investor teams to analyze client propensity data resulting in the development and implementation of strategies to increase enrollment in Vanguard’s Personal Advisor Services.• Generated and formatted presentations for on-site client visits.• Utilized an in-depth understanding of the financial services industry as well as Vanguard’s corporate goals to analyze and recommended enterprise risk management techniques.• Acted as the Subject Matter Expert (SME) during the transition from Transfer Agent to full-service Broker-Dealer.• Coached onboarding crew on Vanguard’s policies, investment products, and expectations.
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Finance And Business Manager SeasonalNational Capital Area Council - Bsa Apr 2013 - Aug 2013Bethesda, Md, UsSEASONAL POSITION-Applied accounting concepts in overseeing accounting and finance operations for seven boy scout summer camps with revenue exceeding $5,000,000 each. -Utilized strategic sourcing concepts to procure supplies for seven boy scout camps which resulted in the reduction of expenses associated with each camp’s supply chain. -Analyzed and implemented improvements to logistics, accounts payable, accounts receivable as well as cultivated relationships with merchants to ensure a reliable supply chain for each individual camp.-Mitigated corporate risk by identifying process inefficiencies and errors resulting in a 20% cost reduction by eliminating redundant processes.-Developed actionable improvements for existing processes of inventory management, procurement and overall supply chain.-Developed financial statements and reports, budgets, prepared forecasts and monitored deadlines to support management requirements.-Analyzed key metrics to proactively improve policies and procedures.-Conducted cost, schedule, contract performance, variance and risk analysis on a weekly basis. -Compiled and synthesized relevant business data such as financials and performance.-Issued purchase orders to vendors and suppliers on a weekly basis.-Processed cash and deposits using the proper accounting procedures and documentation. -Increased efficiency and alleviated workloads by creating a new Excel financial recording system.-Researched and resolved collections and billing disputes with tact and efficiency.-Maintained accurate accounts including cash, inventory, prepaid and accounts payable.-Identified key growth opportunities for the business through marketing and merchandising. -Created strategies to develop and expand existing customer sales, resulting in a 15% increase in annual sales. -
Marketing And Digital Channels ManagerHard Times Cafe Mar 2006 - Apr 2013
Joshua Randolph Skills
Joshua Randolph Education Details
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University Of Maryland -
University Of MarylandGeneral
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University Of MarylandAccounting
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Freecodecamp
Frequently Asked Questions about Joshua Randolph
What company does Joshua Randolph work for?
Joshua Randolph works for Wells Fargo
What is Joshua Randolph's role at the current company?
Joshua Randolph's current role is Product Owner Wells Fargo Securities CIB Markets.
What is Joshua Randolph's email address?
Joshua Randolph's email address is jo****@****ard.com
What is Joshua Randolph's direct phone number?
Joshua Randolph's direct phone number is +124079*****
What schools did Joshua Randolph attend?
Joshua Randolph attended University Of Maryland, University Of Maryland, University Of Maryland, Freecodecamp.
What skills is Joshua Randolph known for?
Joshua Randolph has skills like Microsoft Excel, Sales, Accounts Payable, Payroll, Inventory Management, Customer Satisfaction, Long Term Customer Relationships, Customer Retention, Purchasing, Purchase Orders, Sales Management, Series 63.
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