Justin Deckert, Mba, M.S. , Ssm Email & Phone Number

Richmond, VA, US

• Designed and executed test cases and established business standards for each product release
• Collaborated with Salesforce UI and data teams to design reporting and dashboards
• Presented product demonstrations to users in webinar and large-scale formats
• Created training guides and in-person and online training courses to improve customer user experience
• Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
• Evaluated business requirements, leveraging information to forecast costs relating to software and consulting

Richmond, Virginia

• Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service
• Delivered comprehensive product demonstrations to individual and groups of advisors which includes data entry, best practices, results interpretation, and implementation
• Maintained exceptional understanding of the financial planning process including tax planning, income planning, cash flow management, and insurance
• Strategized with advisors to understand their current business practices and advise on integration of financial planning, client relationship management systems, aggregation products, and portfolio performance software.
• Created training guides and in-person and online training courses to improve customer user experience
• Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness of internal Salesforce knowledge base

Richmond, Virginia

• Oversaw, managed, and planned client meetings for 80+ clients accounting for 70M in AUM
• Assessed and reviewed client data including cash flow, retirement goals, and education planning
• Maintained client files with sales contracts, records of client interactions, client notes, and other information
• Prepared financial planning reports, client review materials, and coordinated advisor follow ups on outstanding tasks
• Fostered customer trust by addressing concerns and needs using targeted problem-solving
• Prepared meeting presentations for clients showing success of portfolio and financial planning

• Oversaw day-to-day production activities in accordance with business objectives for 100+ clients corresponding over three territories accounting for 225M in AUM
• Monitored office workflow and administrative processes to keep operations running smoothly
• Completed thorough assessment to determine client's short- term, mid-term, and long-term needs and established annual plan to coordinate their completion
• Facilitated and aided Managing Directors to develop quarterly client reviews
• Maintained client data within Salesforce Technology and E-Money Advisor Technology
• Demonstrated and educated clients on financial planning process in group and one-on-one settings

o Networked amongst professional to promote business expansiono Maintained knowledge of current and new government policies and legislation as aligned with company goalso Organized community outreach and promotional documents o Developed and submitted a formal strategic plan to implement county-wide

o Supported in the management of a multi-area facility o Complied with NCAA regulation standards for fields and facilities o Assisted with event management and coordination

Master Of Business Administration - Mba

Masters Of Science, Foods, Nutrition, And Wellness Studies, General

Bachelor Of Arts (B.A.), History

Bachelor'S Degree, International/Global Studies