Olivia Conner Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

- Identify and qualify leads for the Business Development team by making at least 60 cold calls/day, sending over 20 emails/day, and utilizing the company CRM, Hubspot.- Communicate with C-suite executives to educate them on the workplace food services that Fooda provides.- Book a minimum of 12 qualified meetings/month for the Business Development Managers.- Expand Fooda’s business across multiple verticals in Chicago, Milwaukee, Detroit, Denver, Phoenix, Houston, Austin, and Dallas.

Orland Park, Illinois, United States

- Utilized the company CRM, Salesforce, to identity and qualify prospective clients.- Met with clients to welcome and onboard them, discovered their immediate and future needs, educated them on Schwab services, and recommended wealth management solutions.- Completed 100 financial plans, uncovered over $40 million in outside assets, and recommended $20 million in advised solutions.- Partnered with the Financial Advisors to develop wholistic wealth management plans for high-net-worth clients.- Planned and hosted 10 client and 4 team events for education and appreciation purposes.

Indianapolis, Indiana, United States

- Utilized the EDGE Model when taking inbound and outbound phone calls to help meet client's immediate needs.- Built relationships with clients in a virtual environment through emotional intelligence. - Studied for and obtained industry licenses including SIE, Series 7, and Series 66.- Led and mentored 12 investor services interns during the summer of 2022.

Indianapolis, Indiana, United States

- Constructed market research studies and reported findings to Financial Advisors.- Met with mutual fund wholesalers and analyzed optimal investments for clients.- Developed an investment matrix for Financial Advisors and clients.- Created a new company website with the assistance of marketing coworkers.

Indianapolis, Indiana, United States

- Managed, updated, and relayed client wealth allocation.- Prepared meeting agendas for Financial Advisors.- Reviewed market status and investments for client meetings.

Indianapolis, Indiana Area

- Assisted clients with accessing account information and answered questions.- Prepared for the General Securities Representative Exam- Completed projects with employees relating to wealth management.

Indianapolis, Indiana Area

- Customized customer service for each client to their individual goals.- Worked with employees to analyze own performance in comparison to selling goals.- Organized eye-catching displays; attention to creating order and monitoring inventory.

Butler University

A student-run business on Butler University's campus.- Created concept/business for practicum course; marketed and sold Butler-themed canvas totes and pouches to Indianapolis community.- Sold 121 totes and 67 pouches; generated $2,108 in revenue.- Co-developed executive summary for presentation to corporate funding panel.

Indianapolis, Indiana Area

A student-run business on Butler University's campus.- Created concept/business for real business experience sophomore course- Sold 60 pairs of Brocs; made $1,200 in revenue- Co-authored executive summary; secured a $1,100 loan from business funding panel to put towards future production.

Indianapolis, Indiana Area

- Placed marketing material around the building to make members aware of events/programs.- Coordinated and helped run events with members of the marketing team.- Actively engaged in weekly staff meetings interacting with organization’s department heads.

Bachelor'S Degree, Finance

Leadership

Study abroad experience Summer 2019