Philip R. Email & Phone Number

Portland, Or, Us

Boulder, Co, Us

Provides pre-and post-sales technical support for Stages Cycling outdoor products to domestic and internationaldistributors, dealer accounts, and independent sales representatives- Work with internal and external partners, managing sales requests and handling technical questions- Provide technical support for Stages outdoor products, over the phone and online- Book and manage B2B orders, both direct and drop ship- Manage international warranty orders, work with international partners on all warranty-related issues- Perform warranty and price book analysis to decrease costs and increase warranty efficiencies acrossproduct lines- Expert in Netsuite, Freshdesk, Jira, and Microsoft Suite systems

Boulder, Co, Us

Portland, Or, Us

-Independently manage all aspects of three cafes -Performing inventory management for both cafes and central kitchen-Participating in monthly financial forecasting and budgeting meetings-Hiring and training cafe staff, and ensuring that all staff adhered to Vibrant Table’s standards for -providing a welcoming environment, and friendly customer service. -Initiating Vibrant Table’s transition to online delivery software using Square and Weebly, and creating event-specific online delivery websites https://www.vt-to-you.com/https://www.vibranttablevirtualevents.com/https://fandbcatering.square.site/

Portland, Oregon, Us

Responsible for daily reconciliation tasks, working with internal groups to locate and correct any accounting errors, work with external partners on fixing trading and pricing errors, and continually working to improve processes surrounding daily trading activity, and share pricing. Requires strong critical thinking, communication, and customer service skills, as well being extremely detail oriented

Boston, Ma, Us

Required to perform mutual fund trade corrections, reject corrections, and resolve fund trade breaks. Analytical thinking, problem solving, time management, and the ability to communicate and coordinate with both internal departments and external business partners are integral skills in the position. Required to make multiple judgments under deadlines, with potentially heavy financial implication. Advanced knowledge of the mutual fund trading process in an omnibus, networking and SuRPAS environment are required, along with all applicable systems.

Boston, Ma, Us

Responsibilities include communicating detailed financial plan information to high net-worth industry executives and general policy to plan holders. A comprehensive understanding of federal financial regulation and the ability to apply it to complex information requests as necessary. Additionally, providing technical assistance, and tracking and delivering research findings to clients in a timely and understandable manner was required to provide excellent customer service and to meet client and customer needs.

Certificate, Geographic Information Science And Cartography

Bachelor'S Degree, Psychology