Nick Barson Email & Phone Number

Cleveland, Ohio, United States

• Develop creative and compelling proposals, presentations, and other materials in response to Requests for Qualification (RFQs) and Requests for Proposals (RFPs).
• Coordinate with team members inside and outside the firm to develop and execute the proposal strategy.
• Create new marketing materials such as resumes, case studies experience lists, presentation slides, presentation leave-behinds, business development packages, etc.
• Conduct research and interview technical staff to create compelling marketing content for proposals, presentations, and other materials.
• Maintain annual SF 330 qualifications packages for various markets and services.
• Apply Karpinski’s business objectives, priorities, and sales strategy to the proposal process and related marketing initiatives.

Cleveland, Ohio, United States

• Responsible for providing technical and client service support for Financial Advisors in the Northern Ohio network (Akron, Canton, Cleveland, Findlay, and Toledo).
• Experience in building financial plans utilizing Northwestern Mutual proprietary software.
• Experience in opening and maintaining investment accounts such as depositing checks, managing rollovers, and developing investment proposals.

Cleveland, Ohio, United States

• Responsible for maintaining operations inside the tennis facility; scheduling courts, processing credit card payments, court cleaning, and other duties as assigned.
• At the start of the Fall semester was given the title of captain of student workers.
• Responsible for working closely with event organizers and planners that rent out the facility.

Chardon, Ohio, United States

• Responsible for working as a team member in order to complete daily tasks as needed, including scanning and recording shrink, order writing, stocking, rotating, and merchandising.
• Was able to balance the responsibilities of a full-time high school student along with a non-traditional five-day work schedule, sometimes working in the excess of 30+ hours a week due to holidays.
• Familiarized myself with each and every department in the store, making customer service trouble-free.

Bachelor'S Degree, Marketing

Activities and Societies: American Marketing Association

Education record