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Does your team need an established financial analyst with in-depth expertise on large-scale, high-profile global account management? What about a skilled financial forecaster with effective budget and expense management techniques? If you need a multi-talented professional with all these skills and strong communication and leadership abilities, look no further.In addition to being an accomplished and multi-talented financial strategist with versatile experience in stock options, business taxes, real estate, and small company finances, I am also a highly effective written and verbal communicator adept at team development and collaboration. As a professional relationship-builder, I am practiced at interfacing with customers, partners, and diverse employee teams. I am also an award-winning team leader driven to fulfill organizational objectives and create positive change.Over the course of my professional history, I have achieved the following:■ I have been recognized with a Leadership Award, Marketing Excellence Award, and National Merit Commendation for success in a variety of roles.■ I spearheaded revenue growth strategies to improve annual revenues from $1.3 million to $3 million within one year of employment.■ I was the featured speaker at White Papers Inc. bankers conferences in New York City and Utica regarding leading edge technology solutions to improve the competitive advantage of banks and brokerages. If your team is looking for a passionate and focused professional dedicated to leading teammates, clients, and organizations to success, connect with me on LinkedIn today.
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AgentTransamerica Mar 2021 - PresentBaltimore, Maryland, UsHelping people manage and protect their futures and plan for a robust retirement. -
AgentAmerilife Sep 2020 - Feb 2021Clearwater, Fl, UsHelping seniors select the best Medicare options for their personal situation. -
Account ExecutivePls Logistics Services Jan 2020 - Mar 2020Cranberry Township, Pennsylvania, UsProviding outsourced logistics services and freight brokerage services to businesses, saving them both time and money. -
Independent Business ConsultantSmall Business Growth Alliance Sep 2019 - Dec 2019Helping small businesses be more competitive by improving their business systems to provide better customer service and cutting their costs to enhance profitability.
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Independent Financial Services ProfessionalSelf-Employed Jul 2009 - Aug 2016
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Senior Account DirectorThomson Reuters 2002 - 2003Toronto, On, CaIn this dynamic role, I directed expert global account management to expand and analyze revenue streams for comprehensive Thomson Financial product line at 4 of the company's top 50 accounts. I also collaborated with teammates in Global Sales & Account Management Division. -
Vice President, Regional Sales - Ilx Systems SubsidiaryThomson Reuters 2000 - 2002Toronto, On, CaIn this essential role, I led business growth and new client acquisition strategies to drive revenue and expand the customer base. I secured new accounts for ILX Market Data Systems with banks and brokerages located in New York City and Connecticut.I also:■ Spearheaded revenue growth strategies to improve annual revenues from $1.3 million to $3 million within one year of employment.
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Financial AnalystIbm 1999 - 2000Armonk, New York, Ny, UsLed the financial plannng and tracking of expense for IT development teams, as well as planning, forecasting, and reporting $108M of overall IT expense for the Global Sales & Distribution Division. -
Software Segment ManagerIbm 1993 - 1995Armonk, New York, Ny, UsDirected the marketing management and sales support to enable sales growth of database management software in the Northeastern US area.
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Client RepresentativeIbm 1990 - 1993Armonk, New York, Ny, UsEngaged consultative approach to lead strategic projects involving sales of IBM’s products and services to Establishment Services Division of American Express. Improved the competitive advantage of American Express by incorporating leading edge technology into their operations, such as electronic signature capture and sales force automation. Due to expertise, invited to speak at White Papers, Inc. bankers conferences in New York City and Utica. I also: ■ Earned 2 Marketing Excellence Awards for achievement of sales quotas.
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Sales ExecutiveRich, Inc. 1986 - 1989While working as a Sales Executive, I secured trading information systems sales to banks and brokerages on Wall Street.In this role, I:■ Tripled commission rate by achieving $1 million in sales.
Penelope Powell, Mba Skills
Penelope Powell, Mba Education Details
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Nyu Stern School Of BusinessFinance & International Business -
University Of South FloridaEnvironmental Engineering
Frequently Asked Questions about Penelope Powell, Mba
What company does Penelope Powell, Mba work for?
Penelope Powell, Mba works for Transamerica
What is Penelope Powell, Mba's role at the current company?
Penelope Powell, Mba's current role is Agent.
What is Penelope Powell, Mba's email address?
Penelope Powell, Mba's email address is pe****@****ica.com
What is Penelope Powell, Mba's direct phone number?
Penelope Powell, Mba's direct phone number is +180339*****
What schools did Penelope Powell, Mba attend?
Penelope Powell, Mba attended Nyu Stern School Of Business, University Of South Florida.
What skills is Penelope Powell, Mba known for?
Penelope Powell, Mba has skills like Microsoft Excel, Strategy, Sales, Leadership, Microsoft Office, Retirement Planning, Strategic Financial Planning, Strategic Planning, Training.
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