Noah Dennis Email & Phone Number

Austin, Texas, United States

Provided expert guidance to prospects on how to best utilize custodial UI, portfolio rebalancing, and new account opening solutions to drive revenue growth, improve client experience, and scale their business.Developed and implemented customized technology stacks for financial advisory firms to enhance client acquisition, retention, and overall advisor efficiency.Partnered with our Client Success team to revamp our onboarding procedures to cut our typical timeline from 10-12 weeks to… Show more Provided expert guidance to prospects on how to best utilize custodial UI, portfolio rebalancing, and new account opening solutions to drive revenue growth, improve client experience, and scale their business.Developed and implemented customized technology stacks for financial advisory firms to enhance client acquisition, retention, and overall advisor efficiency.Partnered with our Client Success team to revamp our onboarding procedures to cut our typical timeline from 10-12 weeks to 6-7 weeks resulting in increased client satisfaction.Identified existing product gaps and created new technology partnerships to fill those gaps to improve our custodial offering. Show less

Austin, Texas, United States

Organized and completed testing of pre-production platforms to identify bugs and cover a variety of scenarios, creating the highest-quality user experience.Supported clients directly through the onboarding process, ensuring a smooth and successful transition of their assets under management.Assisted in contract fulfillment disputes with major fintech companies to ensure a favorable agreement that directly allows for completion of key firm-wide initiatives. Orchestrated weekly… Show more Organized and completed testing of pre-production platforms to identify bugs and cover a variety of scenarios, creating the highest-quality user experience.Supported clients directly through the onboarding process, ensuring a smooth and successful transition of their assets under management.Assisted in contract fulfillment disputes with major fintech companies to ensure a favorable agreement that directly allows for completion of key firm-wide initiatives. Orchestrated weekly third-party platform implementation meetings with stakeholders to track progress, identify and resolve roadblocks, and track alignment with project goals.Promoted to Solutions Consultant role in January 2024 Show less

Austin, Texas, United States

Provided individualized instruction and support to students with behavioral and emotional disabilities. Mediated emergent behavioral outbursts, always de-escalating the situation, preventing injury, and implementing conflict resolution strategies.

Austin, Texas, United States

Led groups of 10 to 15 adults with disabilities in the preparation, creation, and distribution of hundreds of home-good items at the ATX branch to be sold at main campus in Georgetown, TXConducted weekly physical inventory sweeps of over fifty varieties of home-good products to report to upper management

Austin, Texas, United States

Created a fully-automated excel inventory forecasting system through analysis of presale data and consumer preferences to ensure sufficient inventory for current subscriber base while offering maximum available inventory for single purchaseUsed data to construct purchase order budget directly with CEO spanning from 2.5k to 10k units in nineteen sizes and dozens of color options with one-month, two-month, and three-month sales projectionsSuccessfully managed warehouse fulfillment operations… Show more Created a fully-automated excel inventory forecasting system through analysis of presale data and consumer preferences to ensure sufficient inventory for current subscriber base while offering maximum available inventory for single purchaseUsed data to construct purchase order budget directly with CEO spanning from 2.5k to 10k units in nineteen sizes and dozens of color options with one-month, two-month, and three-month sales projectionsSuccessfully managed warehouse fulfillment operations of over 10k units including daily inventory checks, physical packaging of product, and partnerships with local and international shipping serviceLed daily inventory and fulfillment status updates to communicate pricing trends and supporting analytics to the entire team, including CEO and founder, to ensure all branches were aligned with company-wide goals. Show less

Austin, Texas, United States

Implemented team social media strategy for initial launch of profiles on Facebook, Instagram, and Youtube platforms. Instagram follower count increased from 2K to 15.1K by end of tenure Led content creation division including daily story updates, multiple posts per week, and quarterly CEO press conferences via live streamPromoted from Social Media Manager to Product Manager within two months in order to lead automated inventory project

Georgetown, Texas

Handled in-coming and out-going correspondence, including mail, emails to students, hand deliveries, etcPresented information to staff through charts, graphs, diagrams, spreadsheets, letters, email, mail, etcScheduled appointments and performed other tasks related to maintaining advisors' calendars

Austin, Texas Area

Provided attentive, professional customer service for all guestsConducted assessment of customer’s running style Identified options for the best shoe to meet customer’s needs, budget and preference

J.D.

Double Major, Finance And Communications, Senior

Activities and Societies: Cross Country, Track & Field, Best Buddies