• Prepare and present business strategy, marketing, and sales recommendations to senior management geared towards improving business efficiency• Analyze marketing strategies to determine their effectiveness• Research and monitor industry competitors identifying gaps and growth opportunities• Create and analyze sales reports used to monitor product performance• Identify business weaknesses enabling managers to redefine business goals and opportunities • Assured CRM data integrity by cross-referencing over 500,000 leads on monthly basis

• Assembled usage and sales data to assist in the creation of pricing strategies• Prepared weekly and monthly KPI reports• Analyzed and maintained a weekly average of 30 financial and non-financial corporate metrics• Performed industry analysis and carried out research projects to educate managers on the market• Created key PowerPoint presentations for board meetings and senior management• Analyzed corporate effectiveness of four business units using sales and marketing metrics

• Performed credit analysis on three bonds, daily average• Researched and prepared reports on stocks, convertible bonds and high yield bonds• Tracked and maintained monthly GDP estimates helping investment advisors meet client needs• Prepared weekly list of recommended investments

• Analyzed client asset allocation/portfolio reviews which allowed financial advisors to maintain client demands• Prepared investment proposals for new clients• Worked actively with financial advisors to complete reviews of client investments• Participated with financial advisors to recommend new investment opportunities for clients

-Managed a portfolio of 40 to 50 stocks on a weekly basis-Prepared and maintained the portfolio's performance-Organized Meetings and handled stock trades