Thierry Risher Email & Phone Number

Austin, Texas, United States

• Manage the shared email inbox by responding to inquiries and cataloging contract updates, changes, and other requests into an Excel spreadsheet
• Interpret contractual language to program service fees, rebates, and other terms in SAP
• Handle expired contracts by contacting the relevant client development leads for guidance and updating the programming accordingly
• Update banking, settlement, contact, and other client information per client request
• Review colleagues’ programming and provide detailed corrections to prepare for managerial review

Baton Rouge, Louisiana, United States

• Ongoing data entry for over 80 client group financial plans utilizing NaviPlan® retirement planning software
• Provided various Morningstar® mutual fund investment research and analysis reports to the principal advisor as part of ongoing practice asset management activities
• Created client level investment return and data reports using proprietary Ameriprise® information systems for multiple client service review meetings
• Completed client managed account compliance documentation
• Utilized Thomson One trading platform to quality check advisor’s trade input and produce gain/loss reports

College Station, Texas, United States

• Collaborated with a graduate student in conducting research on the economic value of Shotspotter®
• Compiled and sorted data using Excel
• Used Stata to append numerous datasets and run regression analysis

Baton Rouge, Louisiana, United States

• Completed data entry for over 80 client group financial plans utilizing NaviPlan® retirement planning software
• Provided various Morningstar® mutual fund investment research and analysis reports to the principal advisor as part of ongoing practice asset management activities
• Created client level investment return and data reports using proprietary Ameriprise® information systems for multiple client service review meetings

Bryan, Texas, United States

• Designed flyers and social media postings for film screenings at the Queen Theatre
• Proposed films to be shown at the Queen with potential marketing tactics and sample flyers
• Cross referenced ticket pricing and scheduling with other independent theaters to maximize profit
• Coordinated with virtual cinemas to ease the theater’s transition from in-person to virtual during the Covid-19 lockdown

College Station, Texas, United States

• Solved organizational problems within the Science Fiction collection
• Inventoried, shelved, and handled fragile materials

Baton Rouge, Louisiana, United States

• Assisted the pathologists and technicians in performing and documenting autopsies
• Handled and shelved evidence