Rick Shir Email & Phone Number

Golden Valley, Minnesota, United States

• Product Owner Fixed Annual Statements, overseeing requirements, Design/Build, Vendor Relationship• Implemented software in operations to increase quality and ensure controls are in place to protect data • Owned migration of statements to new internal admin systems• Managed Control Process - Mailing Intake, coordinating mailings of 50+ letters• Executed annual tax and year-end mailings with 99.8% quality, 1.5 million forms• Partnered with analysts to execute communication on breakage items 99.9% quality• Consulted on high-visibility projects needing client communication• Supported UAT/Validation for high-profile projects• Maintained department SOPs, user guides, and process maps• Key relationship manager with print vendor Taylor Communications

Variable Annuity Service

Fridley, Minnesota, United States

• Supervised large teams (10-50) of employees to deliver exceptional customer service• Lead department teams to build the Fridley Super Target, focused on staffing, training, and store set up• Organized daily projects while delegating tasks to employees to drive sales and customer service scores• Prioritized daily store needs and performed store manager tasks• Hired and trained team members in company branding, customer service• Mentored team to ensured food quality of 99.9% and customer service score of 4/5.

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, Economics, 3.2

Activities and Societies: Beta Upsilon Sigma Business Organization

Bba In Finance & Bba In Economics, Financial Analysis, Investment Research, Portfolio Management, Cost Analysis & Financial Management

Activities and Societies: Beta Upsilon Sigma: -Project Committee -Investment Board -Fundraising Committee

Finance

Education record