Victoria Edmondson Email & Phone Number

Phoenix, AZ, US

Charlotte, NC, US

• Act as PCAF Core Team representative, participate as Capital Markets Reporting and Methodology development Work Groups member, evaluate annualized activity of ~$400,000M and support additional work group proposals
• Lead sector-specific methodology development; measurement, reporting, and target setting of financed emissions for various portfolios
• Analyze ~$1B Business Loans portfolio to identify financed emission exposure in "high emitting" sectors

New York, NY, US

• Drove balance growth from $37M to $160M over six months
• Managed a team of Financial Advisors across multiple regions, optimizing books by transferring accounts to Merrill Edge, Business Banking, or BofA platform
• Coordinated meetings with key business partners to ensure market goals were met

New York, NY, US

• Achieved a 48% increase in teams qualifying for Client Engagement (CE) standard
• Drove digital adoption with a quarterly increase of 5%
• Managed market-level financial operations for 122 Financial Advisors, 70 Client Associates, 8 Operation Associates, and ~$18.5B AUM
• Coordinated Financial Advisor Development Program (FADP) activities and facilitated book growth opportunities

• Consistently exceeded team-level quarterly production goals by an average of 146% for 11 consecutive quarters
• Developed team structure, defined roles and responsibilities, and implemented effective processes and workflows to ensure smooth operations for Chat and Small Business teams, driving significant asset growth
• Acted as Service to Sales site representative, contributing to $1.3B in asset growth in 2016 and $1.9B in asset growth in 2017

• Completed Relationship Based Training (RBS) and Leadership Development Program (LDP)
• Developed and coached Investment Specialists, with 7 out of 16 associates promoted for top performance

• Increased annualized revenue from ~$625k to ~$1.28M through outbound marketing efforts
• Established key partnerships and affiliate relationships with advertising networks, traffic sources, and content providers
• Analyzed trends through Google Analytics to drive relevant content, ads, and traffic

Phoenix, AZ, US

• Reduce accounts receivable from $785/account to $165/account
• Assist with preparation of financial plans and budgets
• Forecast future and potential costs
• Audit account ledger and perform general ledger posting
• Utilize excel for statistical and analytical reporting
• Manage 300+ student accounts

• Perform account analysis and reconciliation, including bank statements
• Enter, maintain, and update customer data entry
• Manage customer portfolios and cross-sell products and services
• Respond to customer inquiries and concerns to create positive solutions
• Research, create, and maintain credit history and verify information on loan applications
• Process and review consumer loan/credit line requests

Phoenix, AZ, US

• Organize and format reports for distribution
• Prepare and distribute aging reports
• Process accounts payable and accounts receivable
• Assist with budget, cost, and variance analysis
• Research and resolve accounts payable or accounts receivable issues with students
• Ensure compliance with current government regulations