Jp Steiner Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Carmel, Indiana, United States

Assisted financial advisors in preparing client meetings by conducting in-depth research on various financial markets, economic indicators, and investment opportunities to support portfolio rebalancing processesGenerated and analyzed performance reports for client investment portfolios, highlighting achievements and areas for potential improvement, assessing clients' risk tolerance, and developing strategies aligning with their financial goals and risk profiles.Ensured accuracy and consistency of client data in CRM systems, contributing to reliable reporting and efficient record-keeping

Develop and implement strategies to identify potential partners, including insurance companies, HR benefits groups, and other potential partners/customers/distributors.Conduct market research to identify new business opportunities and understand the competitive landscape.Assist with partnership outreach and negotiation, fostering relationships with potential partners and clients.Coordinate with the marketing and product teams to ensure alignment between business development activities and product features.Participate in the preparation of sales and marketing materials, presentations, and proposals.Track, analyze, and report on key metrics to evaluate the effectiveness of business development initiatives.Support the team in daily administrative tasks.

Greater Chicago Area

Established a mobile car detailing business from the ground upResearched market data to establish a business strategy by utilizing the lack of competition in the market and customer needs

• Responsible for developing a budget on a semesterly basis and assist in administrative duties of the council• Manage all cash flows and collect dues from various fraternities on campus

• Responsible for leading and executing the direction of the chapter by engineering a strategic plan todevelop and accomplish goals that foster the chapter’s growth• Oversee all chapter operations and manage an executive team of 17 officers to facilitate and implementofficer goals necessary for chapter development• Represented the chapter to University staff, alums, and community officials by engaging and workingwith the school and community on various events and issues

Bachelor Of Science In Economics, Economics

High School Diploma