Rob Russell Email & Phone Number

Sunnyvale, Ca, Us

I act as a mesh between sales / customer success teams and content strategy / product teams to make sure everyone can be successful and focus on doing what they do best.

Sunnyvale, Ca, Us

I support learning and development in government agencies by helping clients leverage the full potential of Lynda.com's content. I help create happier, better engaged, and more effective team members and position them to be more successful in their careers.

GreyFox Investors provides financial planning, asset allocation and portfolio management services by:-helping non-profits and endowments allocate and invest their funds efficiently and in a way consistent with their values-creating and managing separate account portfolios which aim to consistently beat benchmarks-helping clients achieve their retirement planning objectives in a cost-effective mannerFind out more at: http://www.greyfoxinvestors.com/

Newark, New Jersey, Us

-Developed a successful business as a Financial Advisor through analyzing the efficacy of various prospecting methods-Created and implemented marketing plans based on market data, demographics, and data trends -Designed and implemented comprehensive benefit packages for small businesses based on leadership preferences and analysis of employee census data-Developed comprehensive financial strategies for individual clients, based on investment advice, insurance planning, and estate and tax planning.-Successfully worked in a number of vastly different target markets, using customized data-driven strategies-Innovatively used existing financial instruments to achieve client goalsRoutinely connected with existing clients to ensure customer satisfaction as well as identifying additional sales opportunities-Continually monitored and advised on existing client accounts, both institutional and individual

Us

-Researched and advised on development and maintenance of investment portfolios-Performed ongoing analysis to ensure investment selections were within acceptable risk/performance parameters-Using statistical regression analysis, Monte Carlo simulation, and basic Perl programming, assisted in optimization of Ten Asset’s proprietary quantitative investment process -Increased potential client visibility by refining and managing company presence on various online databases; including portfolios KPIs, modeled revenue assumptions, and key personnel data-Analyzed internal accounts with bank data and liaised with holding companies for reconciliatio-Managed client and shareholder relationships through quarterly reporting of investment performance and market outlook commentary

Oxnard, Ca, Us

-Analyzed quality control in the compilation of research data to maximize end-product standards-Managed research data in project development system to assist in expediting project completion-Maintained data quality within internal CRM system -Rebranded research materials as part of company-wide outreach initiative

Arlington, Va, Us

-Provided on-demand services (research, administrative, operational) to clients as they requested.-Organized on-site client presentations and business consultations sessions-Provided feedback to corporate management on issues related to strategy, product performance, internal value, etc.-Maintained CRM metrics to track the activities and efficacy of the Advisory Services Group, designed to provide consultative and prescriptive research to Fortune 500 client members-Assisted in day-to-day decisions pertaining to the group’s performance and operations-Created KPI reports to aid in business development and optimize asset deployment-Assisted internal clients with ad hoc reporting and client queries

New York, Ny, Us

Master Of Business Administration (M.B.A.), Management/ Executive Leadership

Bachelor'S Of Science, Economics/ Math