Weston Chenoweth Email & Phone Number

Peoria, Illinois, United States

Bloomington, Illinois, United States

- Lead and mentor Trade Desk of 5 analysts- Monitor, review, and trade more than 430 client accounts, representing approximately $1.2 billion in assets under management (AUM) or about half of AUM within the purview of COUNTRY’s Trade Desk; ability to trade 100% as needed- Serve as Materials sector equity analyst, responsible for the allocation of.

Bloomington/Normal, Illinois Area

Bloomington/Normal, Illinois Area

- Created, analyzed, and maintained property & casualty competitive models across 19 states and two lines of business (auto and home)- Analyzed industry, competitor, and company data to identify opportunities to increase market share- Developed user-friendly spreadsheets and dashboards to be shared with management- Supervised Competitive Intelligence.

Bloomington/Normal, Illinois Area

- Led the strategic effort to identify, qualify, and prioritize the University's top existing/prospective donors- Analyzed trends in internal and external data to support and improve prospect portfolio management- Led prospect management meetings with the major gifts team, maintaining foci on current and future priorities- Created reports/analyses to.

Greater Chicago Area

- Collaborated with team members to provide approximately 65 large, multinational clients with transfer pricing and valuation consulting and compliance services- Completed research to prepare analyses for a variety of industries, including the automotive, pharmaceutical, apparel, personal care products, and management consulting industries- Aggregated.

Greater Chicago Area

Peoria, Illinois Area

- Offered an on-call position after summer internship to serve as office administrator while the regular Branch Office Administrator was out- Held pre-appointment meetings with Financial Advisor’s clients

Peoria, Illinois Area

- Contacted 345 clients by phone to promote portfolio reviews and/or services offered by Edward Jones- Conducted 20 pre-appointments with host Financial Advisor’s existing clients- Coordinated a Social Security seminar with an external vendor- Prepared mock portfolios and financial forecasts for existing clients- Completed a residential face-to-face survey.

Canton, IL

- Determined and addressed customer needs and concerns, typically in one-on-one interactions- Ensured customer satisfaction- Cross-sold relevant/featured products- Collaborated with a team to solve problems, ensure sales goals, and maintain an organized store