Don Maloney III
Www.linkedin.com/in/donaldmaloney/
Summary
Results-driven Account Manager with years of experience in managing and nurturing client relationships, driving revenue growth, and delivering tailored solutions across diverse industries. Strong communicator with a focus on building long-term partnerships and resolving complex challenges. Expertise in contract negotiation, budgeting, and post-sales support, with a commitment to continuous improvement and business development.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Representative
JPMorganChase
09.2023 - Current
- Collaborate with cross-functional teams to develop tailored financial strategies for clients
- Conduct virtual consultations and maintain client relationships through digital communication channels
- Advise clients on financial products using advanced data analytics tools
- Analyze market trends to provide strategic investment recommendations to clients
- SIE, Series 6, Series 63 and NJ Life producer licensed
Senior Account Executive - Outside Sales
SHI International
03.2022 - 09.2023
- Develop and execute strategic account plans, focusing on long-term client relationships and retention
- Adapt to emerging technologies and industry changes, participating in ongoing professional development and training
- Engage in strategic networking to expand client base and enhance brand visibility within target markets
- Implement CRM automation to streamline sales processes, ensuring efficient tracking and management of client interactions
Education
Science - Business and Finance
University of Saint Joseph
Philadelphia, PA05.2021
Skills
- Teamwork
- Data Analysis
- Customer Service
- Outbound Sales
- CRM Software
- Excel
- Client servicing
- Account management
- Portfolio management
- Relationship building
- Data analysis
- Project management
Certification
- SIE
- Series 6
- Series 63
- NJ Life Producer
Timeline
Financial Representative
JPMorganChase
09.2023 - Current
Senior Account Executive - Outside Sales
SHI International
03.2022 - 09.2023
Science - Business and Finance
University of Saint Joseph
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