Territory Sales And Data Analyst
Current• Provided accurate and reliable data and analytics to support management investment decisions and sales strategies• Prepared analysis reports to compare products, securities and portfolios for various sales teams to support investment decisions• Created and presented educational material related to investment products to sales team• Assisted in product development initiatives, including researching, gathering and reporting on sales leads• Maintained, reviewed and made… Show more • Provided accurate and reliable data and analytics to support management investment decisions and sales strategies• Prepared analysis reports to compare products, securities and portfolios for various sales teams to support investment decisions• Created and presented educational material related to investment products to sales team• Assisted in product development initiatives, including researching, gathering and reporting on sales leads• Maintained, reviewed and made enhancements to sales tools (such as sales database, CRM, and reporting tools) to ensure prompt, and accurate reporting Show less