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
- Maintained, reviewed and made enhancements to sales tools (such as sales database, CRM, and reporting tools) to ensure prompt, and accurate reporting Show less