• Trained and managed a team of five analysts from onboarding into effective and well-balanced contributors.• Work directly with company leadership to better understand and implement long-term strategy.• Host webinars and lecture at conferences on key analytical topics impacting the credit union industry.• Collaborate with clients – including credit union executives and board members – to educate on industry trends and to help plan client institutional strategy.• Lead… Show more • Trained and managed a team of five analysts from onboarding into effective and well-balanced contributors.• Work directly with company leadership to better understand and implement long-term strategy.• Host webinars and lecture at conferences on key analytical topics impacting the credit union industry.• Collaborate with clients – including credit union executives and board members – to educate on industry trends and to help plan client institutional strategy.• Lead maintenance and cleaning of expansive industrywide datasets. • Publish regular financial articles, blog posts, press releases, and other content as a part of Callahan & Associates' business operations.• Helped develop a new data analytics software program start-to-finish. Contributed ideas for functionality and assisted with quality analysis.• Achieved two promotions, moving from individual contributor to leading a team. Show less

•Generate customized investment proposals based on client experience, goals, and risk profiles•Responsible for demonstrable improvements in relative investment performance across the practice•Perform quantitative investment analysis for clients to determine their current situation and locate weak points in their portfolio•Streamline the client sales cycle through quick, tailored proposal creation and explanation•Train new hires on software programs and lead a weekly conference… Show more •Generate customized investment proposals based on client experience, goals, and risk profiles•Responsible for demonstrable improvements in relative investment performance across the practice•Perform quantitative investment analysis for clients to determine their current situation and locate weak points in their portfolio•Streamline the client sales cycle through quick, tailored proposal creation and explanation•Train new hires on software programs and lead a weekly conference call focused on building softer skills including presentation, salesmanship, and product knowledge•Exhibit strong attention to detail during approval of all client contracts and paperwork•Skillful in the terminology of the financial world and intuitively understand investment strategy Show less

•Spearheaded the training and transition of the company to a superior scheduling, payment processing, and accounting system; resulting in lower costs and maximizing efficiency•Provided instant positive impact on business operations from a consultant role•Kept up with daily bookkeeping and accounting duties in a high-volume business•Gained experience in an office environment and working directly with C-Level executives and ownership

•Developed trust-based relationships with customers and advised them on their best financial path •Successfully operated a retail bank branch with little managerial supervision•Gained an insider understanding of the incentives driving the American banking system•Consistently achieved 100% of goal in operations and compliance and worked to learn responsibilities beyond my position•Awarded Branch MVP for the 2017 business year

•Thrived in all Front of House positions in a busy and stressful sales environment•Obtained three promotions while flourishing under pressure•Met sales goals by building relationships with customers and identifying their needs•Developed strong multi-tasking, communication, sales, and teamwork skills