Adam Glowacki
New York,NY
Summary
Motivated financial & marketing professional with experience advising clients on investment strategies, financial analysis, cash management, and financial planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Value Managment Associate
StoneX
05.2023 - Current
- Manage and execute email marketing campaigns using Salesforce Marketing Cloud (SFMC), including audience segmentation, personalization, and automated journeys.
- Track and optimize email campaign KPIs such as open rate, CTR, conversion rate, and ROI to improve engagement and retention.
- Collaborate with cross-functional teams to align messaging with client value strategies and broader marketing initiatives.
- Analyze campaign performance metrics, including KPIs such as conversion rates, customer acquisition cost, and customer lifetime value, to assess effectiveness and optimize marketing strategies.
Private Client Associate
Janney Montgomery Scott
05.2022 - 05.2023
- Create a repository to maintain RFP/DDQ question/answer parings
- Assisted clients and brokers in processing, mutual funds, municipal bonds, individual equities, and ETFs orders
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Experience evaluating CIP, CDD, and KYC profiles.
Client Associate
KeyBank
05.2021 - 04.2022
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
- Performed due diligence and valuation processes.
Supplemental Instructor Macroeconomics
St. Bonaventure University
01.2018 - 05.2021
- Led discussions and activities centered around course content
- Assist students with reviewing course material and improving comprehension
- Increased retention by implementing weekly review sessions to reduce dropouts.
Education
Bachelor of Science - Business Administration
St. Bonaventure University
05.2021
Bachelors Business - Administration
University of Oxford
01.2019
Skills
- Computational Finance
- Strategic Financial Planning
- Proficient in MS Office
- Knowledge in Tableau, Salesforce, SFMC, and Bloomberg
- CRM integration
Certification
- Series 7 & SIE and NYS notary public
- Advanced Google Analytics, Excel, and Salesforce.
Timeline
Client Value Managment Associate
StoneX
05.2023 - Current
Private Client Associate
Janney Montgomery Scott
05.2022 - 05.2023
Client Associate
KeyBank
05.2021 - 04.2022
Supplemental Instructor Macroeconomics
St. Bonaventure University
01.2018 - 05.2021
Bachelor of Science - Business Administration
St. Bonaventure University
Bachelors Business - Administration
University of Oxford