Account Funding Associate, Wealth Management

SKILLS

• Microso’ Office

• Marke.ng Strategy

• Adobe Photoshop

• Content Crea.on

• Internal/External

Communica.on

• Language: Spanish-Full

Professional Proficiency,

French-Limited Working

Proficiency, Bengali-

Elementary Proficiency

EDUCATION

University Of Wisconsin -

Madison

Madison, WI

05/2019

BBA: Marke6ng; Spanish

CERTIFICATIONS

• HTML5: Code Academy

“Learn HTML” course

completed 2020.

• SEMrush Academy: "SEO

Fundamentals" course

completed 2020.

• Tableau: Udemy “Tableau

2020 A-Z: Hands-On Tableau

Training for Data Science”

course completed 2020.

• Excel: “ExcelNow! (PC)” two-

part course completed

between 2017-2018.

• SQL: Code Academy “Learn

SQL” course completed

2020.

PROFESSIONAL SUMMARY

Crea6ve, career-minded analyst. Flexible, ar6culate communicator excelling in problem resolu6on. Dedicated and focused on achieving goals. Mo6vated to learn, grow, and perform in all facets of current posi6on.

WORK HISTORY

Northern Trust. Tempe, AZ

Account Funding Associate, Wealth Management 07/2019 - Current

• Manage approximately 50 diverse client account transfers per month which range from a market value of approximately $1k-$10MM.

• Review transfer paperwork in order to verify and ensure that each transfer is executed by the means in which the client approved.

• Ensure customer sa6sfac6on and consistent customer referral by transferring assets to accounts quickly, and efficiently by constantly reviewing the status of each transfer.

• Communicate effec6vely internally and externally via email and phone to eliminate confusion on any discrepancies during a transfer.

• Advise on the most efficient account transfer method, the transfer 6meframe, and if assets are received according to client instruc6on.

AIESEC United States. Madison, WI

B2B Content Creator 01/2019 - 05/2019

• Created templates on “Canva” for country partners so the local commidees could adver6se opportuni6es to their target market.

• Made custom infographics for local commidees as to help with volunteer-opportunity promo6ons tailored to the commidee’s opportuni6es.

• Designed, drafed, and sent emails using “Mailchimp” that reminded the exchange par6cipants to complete mandatory tasks.

• Op6mized email campaigns afer analyzing the metrics of past email campaigns so that more par6cipants would view them.

Bo Jackson Signature Foods (BJSF). Naperville, IL

MarkeBng and Social Media Intern 06/2018 - 08/2018

• Regulated company website func6ons on “Shopify” so that products, new retail stores, and orders were constantly reviewed.

• Promoted product contests to approx. 7,000 followers via BJSF's Facebook, Instagram, and Twider to increase brand awareness.

• Created and posted weekly social media posts in order to uphold social media pos6ng schedule in accordance with sales goals.

• Analyzed BJSF and the compe66on's products and consequently devised a poten6al mul6- media plan for BJSF's new steak line.

• Op6mized client and brand data organiza6on by using “Zoho” to input client connec6ons and contact informa6on.

AIESEC In Madison. Madison, WI

MarkeBng Team Leader 09/2017 - 12/2017

• Promoted the AIESEC brand by overseeing the u6liza6on of marke6ng techniques by 3 general members during marke6ng campaigns for the organiza6on.

• Approved distribu6on of high-quality flyers (using “Adobe Photoshop”), emails (using

“Mailchimp”), and lecture hall/ tabling presenta6ons (using “Microsof PowerPoint”).

• Conducted rou6ne maintenance of general members tasks in order to see if task delega6on was proac6vely reevaluated.

admity@r.postjobfree.com 630-***-**** Wheaton, IL 60187 John Duggan

Contact this candidate