Carl Pennington
Wadsworth
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
3
3
years of professional experience
Work History
Pricing Specialist
CBIZ Investment Advisory Services
Independence
06.2023 - Current
- Analyzed cost data and market trends to determine optimal pricing levels for products and services on Defined Contribution Retirement Plans.
- Communicated regularly with senior management regarding progress towards achieving overall corporate objectives related to pricing initiatives.
- Provided guidance to sales teams on how best to present pricing options to our prospects.
- Negotiated contracts with vendors in order to obtain more favorable terms for the clients' Retirement Plan.
Business Development Intern
CBIZ Investment Advisory Services
Independence
06.2022 - 01.2023
- Assisted in the preparation of proposals, contracts, and reports.
- Researched potential new clients and markets for the organization's products and services.
- Created presentations outlining company offerings to prospective clients.
Education
Bachelor of Arts - Finance
Baldwin Wallace University
Berea, OH05-2023
Skills
- Financial modeling
- Data analytics
- Market research
- Strategic thinking
- Sales support
- Presentation skills
- Financial analysis
- Pricing analysis
Activities and Groups
- Played baseball at Baldwin Wallace University for four years. Had an amazing opportunity to attend the College World Series in 2022 and 2023.
- Apart of the Career of Young Professionals (CYP) group which is an initiative within CBIZ, Inc. aimed at connecting and developing the company's younger employees. This group provides opportunities for networking, professional development, and community building.
- Apart of the United Way Committee to support the organization and to keep myself involved with the community.
Timeline
Pricing Specialist
CBIZ Investment Advisory Services
06.2023 - Current
Business Development Intern
CBIZ Investment Advisory Services
06.2022 - 01.2023
Bachelor of Arts - Finance
Baldwin Wallace University
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