Business Operations Specialist
Resume:
Ryan Roberts
Scottsdale, AZ *****
ad5ptr@r.postjobfree.com
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Business Operations Specialist
Kove I.O. - Scottsdale, AZ
June 2023 to Present
Daily direct report to COO.
• Operations Analysis (Excel, InDesign, & HubSpot)
• HubSpot Specialist (Certified)
• Financial Analysis (Excel)
• Presentation Management (Microsoft & Adobe Suite)
• Recruiting Management (Handshake Account)
Created and delivered customized external meeting preparation, and post meeting records to CEO. Head of Acquisition
Official Buyers LLC - Scottsdale, AZ
November 2021 to May 2023
Manage a team of three entry level associates through every aspect of the acquisition process. Responsible for efficiently discovering interested sellers of residential real estate, then negotiating the purchase of their available properties. Non-client facing duties are focused on coaching the associates through lead generation role play scenarios, market updates, and any individual opportunity areas. Administratively I monitor and track each associate using both qualitative and quantitive measures, and write bi-weekly group performance reports as a platform for recognition and competitive encouragement. Included is a high level pipeline update, which has increased engagement, and commitment to our groups goals.
Internal Business Consultant
John Hancock Investment Management - Scottsdale, AZ September 2019 to August 2021
As an Internal Business Consultant for John Hancock Investments, I work with advisors in Western Kentucky, Southern Indiana, and Southeastern Illinois to help create solutions for their clients’ most pressing financial concerns. I have always been a student of finance, and am fascinated by the forces that move the economy and the interconnectedness of events that influence the capital markets. I use the expansive resources of John Hancock’s investment teams to share the most current insights and trends, and provide actionable ideas that advisors can utilize in their practice. I take a personalized approach to building relationships with advisors, and rely on my diverse experience working with both clients and advisors for over 6 years. I am driven to provide the best tools and information in every conversation I have, and my ambitious nature motivates me to keep improving every day.
Relationship Manager
Vanguard - Scottsdale, AZ
March 2018 to July 2019
• Leverage relationship management skills to foster long lasting, trusting client relationships
• Facilitate the creation of solutions across internal and external teams to improve the client experience
• Utilize robust investment acumen to proactively identify opportunities for clients
• Strengthen clients financials through careful analysis and collaboration with internal partners Senior Relationship Analyst
Vanguard - Scottsdale, AZ
April 2016 to February 2018
• Analyzed pricing data and created presentations for 10 successful fixed fee proposals
• Frequently identified trends and returned summary analysis for plans with over 10,000 participants
• Assisted in creation of pricing slides to be used as a department wide template
• Prioritized responsibilities between 5 relationship mangers and 2 relationship executives High Net Worth Client Service Specialist
Vanguard - Scottsdale, AZ
June 2013 to April 2016
• Achieved the most enhanced guidance interactions in first quarter of 2016 in Flagship west
• Presented in team huddles to educate our team and improve our investment acumen
• Analyzed data and generated reports for the My Classroom Economy executive summary
• Performed with high attention to detail recording 0 trade errors over a 2 year period India Study Abroad Program
Eller College of Management - Bengaluru, Karnataka May 2011 to July 2011
• Immersed myself in a rapidly evolving emerging market for 3 months
• Interned at an Indian government hospital
• Took on 15 credits in a third world environment
• Traveled by bus and train 300 miles from group with a native doctor to view southern rural coastal regions, and stayed with local families.
Education
Bachelor's degree in Business Economics
The University of Arizona - Tucson, AZ
September 2009 to May 2013
Skills
• Research
• Project Management
• Presentation Skills
• Marketing
• Data Analysis
• Event Planning
• Recruiting
• Budgeting
• Microsoft Office
• Tutoring
• Teaching
• Strategic Planning
• Writing Skills
• Mentoring
• CRM Software
• Management
• Quality Assurance
• Relationship Management
• Account Management
• Process Improvement
• Business Consulting
• Talent Acquisition
• Talent Management
• Human Resources
• Business Development
• Change Management
• Microsoft Outlook
• Microsoft Excel
• Public speaking
• Time management
• Microsoft Powerpoint
• Risk management
• Microsoft Word
• Financial Analysis
• Pricing
• Adobe InDesign
• Adobe Illustrator
• Negotiation
• Employee Orientation
• Financial Report Writing
• Program Development
• Branding
• Forecasting
• HubSpot
Contact this candidate