Patrick Pierre Email & Phone Number

San Francisco, Ca, Us

London, Gb

Applying the principals and skillsets from previous roles, I worked with EY's Client Executives, Pursuit Strategists, Account Managers, and Coordinating Partners. I am responsible for relationship development/management, architecting pursuit strategies, account management, demand creation and sales campaign execution. My contributions to building relationships, growing accounts, engaging clients and more:✓ Benchmark candidate for pilot program, Client Executive Development Experience (CEDE),securing 1 of 2 seats for the role✓ Launched EY Alumni program to obtain market insights in order to best position our team inresponse to RFP’s/RFI’s effectively✓ Identifying value proposition through rapport and understanding the client’s needs, leading to a $75K loan staff model to bridge workforce gap✓ Supporting 7-10 accounts, assisting pursuit and market segment teams, performing activities such as identifying key account stakeholders, utilize Miller Heiman methodologies, generating and completing organizational charts

St. Louis, Mo, Us

✓ Top 10 in sales and customer service on our region matrix-January and February 2020. ✓ Car Maintenance Captain of 250+ vehicles; improved two branches maintenance (LOFR) score to 1st in region.✓ Built and maintained effective relationships with customers, peers, and major accounts such as NJIT and PSE&G.✓ Significantly reduced past-due accounts from $10k to $0 in 3 months.

Milwaukee, Wi, Us

✓ Consulted with 10+ clients weekly to determine financial needs and goals, and also developed financial growth plans.✓ Constructed individual Ad Hoc projection models for individual clients. ✓ Provided 5-7 options that were tailored for that client’s needs while considering portfolio size, risk tolerance, and market conditions.

Wall, Nj, Us

✓ Oversaw investments and proactively managed 450 client funds.✓ Prepared weekly illustrations for various insurance products to present to prospective clients.✓ Researched different index funds and products that would be tailored to a client’s portfolio.✓ Kept up with the daily events of the Financial Markets.✓ Supported other financial advising teams as needed, with daily diversity client base needs.

✓ Managed a family owned international company that exports products to the Caribbean with $55,000 in revenue per ship container✓ Supervised day to day operations including the company’s 6 employees✓ Communicated with clients to negotiate pricing and scheduled pick-ups to continuously meet the 150 monthly contract minimum✓ Provided monthly transaction spreadsheets and presented transaction reports to executives✓ Computerized the business from all paper to an automated system that increased operations effectiveness by 25% and decreased expenses by 5%✓ Utilized QuickBooks for the company’s expense tracking