Joe O. Email & Phone Number

Greenville, South Carolina, United States

Greenville, South Carolina, United States

Greenville, South Carolina, United States

Support the Lead Advisor with analysis, Client Service, and Technical AssistanceManage Data and planning in Financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation

Kutztown, Pa

Reviewed check requests & purchase orders for accuracy, signatures, and current account balances. Reconciled cash transactions that occur at the front desk, petty cash on a weekly basis, and the daily deposit drawer in to Financial Edge. Calculated monthly depreciation and book entries.Audited pre-paids schedules and re-class expense entries to their appropriate month.

Greater New York City Area

Trepp, founded in 1979, is the leading provider of information, analytics and technology to the global CMBS, commercial real estate, and banking industries. Trepp provides primary and secondary market participants with the enterprise tools to increase their operational efficiencies, information transparency and investment performance. Trepp serves its clients with products and services to support trading, research, risk management, surveillance and portfolio management. Trepp is wholly-owned by the Daily Mail and General Trust (DMGT).-Developed Contact information that lead to over 550+ calls/emails for the CRE Sales team. -Created and presented a competitive analysis to senior management to drive sales and lay the groundwork for further additions to the analysis. -Utilized salesforce to discover over 150+ new leads through gathering data on recent CRE purchases.

Kutztown, Pennsylvania

Increase credit union membership by promoting products and services. Develops and implement promotional activities. Presents Financial Literacy Workshops to student groups. Advises and assisted members in trouble-shooting technical issues. Assisted in the training and development of new staff members

Kutztown, Pennsylvania

Promote and retain Pennsylvania State Employees Credit Union (PSECU) membership in the Financial Education Center, on campus and throughout the surrounding community. Educate students, family members, faculty and staff about PSECU services. Assist in the application process for PSECU membership and/or services.

Charlotte, North Carolina Area

Planned and developed weekly schedules for the specific Camp that I was managing. Responsible for daily communication with parents (i.e. emails, phone calls, face to face meetings.)