"Bo" Michael Baribeau
Castle Rock
Summary
Innovative fintech professional with extensive and varied experience. Adept at improving systems and aligning technical solutions to meet business objectives. Demonstrated track record of successfully leading projects from inception to completion, driving organizational growth and achievement. Results-oriented individual committed to contributing to the overall success of the company.
Overview
18
18
years of professional experience
Work History
Business Analyst
Broadridge Financial Solutions, Inc.
06.2016 - Current
- Developed high-quality release notes and user guides to support live training efforts, helping both employees and clients fully understand new applications and subsequent enhancements.
- Assisted with new client on-boardings in addition to supporting a company wide trust system conversion.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
- Identified patterns and trends in large data sets and provided actionable insights
- Facilitated meetings for stakeholders to gather requirements, ensuring projects aligned with business objectives.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
Supervisor, Client Services
Broadridge Financial Solutions, Inc.
11.2014 - 06.2016
- Interviewed and hired employees along with conducting associate performance reviews with an emphasis on providing constructive feedback for improvements.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Established team priorities, maintained schedules and monitored performance.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Scheduled sales and existing client support on-site visits.
- Managed a diverse portfolio of clients, ensuring timely delivery of high-quality services tailored to individual needs.
Account Executive
Broadridge Financial Solutions, Inc.
06.2009 - 11.2014
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Operations Associate
Broadridge Financial Solutions, Inc.
10.2007 - 06.2009
- Completed daily logs of all new accounts opened and assets transfered for management review.
- Trained and supervised employees on office policies and procedures.
- Improved operational efficiency by implementing new processes and streamlining existing workflows.
- Resolved customer issues promptly and professionally, maintaining high satisfaction rates while minimizing escalations.
Board of Director, Treasurer
Littleton Meals on Wheels
09.2006 - 01.2009
- Analyze financial/investment statements and provide guidance to the Executive Director and other Board members
- Assist with yearly budget proposals and approvals
- Setup yearly fundraising events
Education
Bachelor of Science - Business Administration
University of Northern Colorado
Greeley, CO01-2006
Skills
- Series 7, 63, Life and Health licensed
- Training and mentoring
- Project management
- SQL and databases
- Client relationship building
Timeline
Business Analyst
Broadridge Financial Solutions, Inc.
06.2016 - Current
Supervisor, Client Services
Broadridge Financial Solutions, Inc.
11.2014 - 06.2016
Account Executive
Broadridge Financial Solutions, Inc.
06.2009 - 11.2014
Operations Associate
Broadridge Financial Solutions, Inc.
10.2007 - 06.2009
Board of Director, Treasurer
Littleton Meals on Wheels
09.2006 - 01.2009
Bachelor of Science - Business Administration
University of Northern Colorado
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