Charlie Patriquin
Dorchester,MA
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Analyst
Del Campo Vineyard Management
03.2023 - Current
- Increased revenue opportunities by analyzing sales data and identifying underperforming areas for targeted improvement.
- Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators.
- Optimized business operations by designing and introducing efficient workflow processes, which led to smoother project execution.
- Developed financial models to project future growth scenarios, assisting in long-term strategic planning.
Financial Advisor
McAdam Financial
01.2021 - 01.2023
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Outreach Sales Representative
Trinity Solar
06.2019 - 08.2019
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Utilized CRM software to manage client information, track leads, and monitor sales progress.
Production & Database Management, Intern
ArtofProcurement.com
06.2018 - 08.2018
- Collaborated with team members to design, develop, and implement new database systems.
- Streamlined data retrieval processes for faster query execution and reduced system latency.
Education
Bachelor of Science - Finance Major, Accounting Minor
Elon University
Elon, North Carolina05.2020
Skills
- Data analysis
- Sales forecasting
- Strategic planning
- Customer relationship management
Certification
- FINRA Series 65
- Massachusetts Health and Life Insurance Producer
Timeline
Business Analyst
Del Campo Vineyard Management
03.2023 - Current
Financial Advisor
McAdam Financial
01.2021 - 01.2023
Outreach Sales Representative
Trinity Solar
06.2019 - 08.2019
Production & Database Management, Intern
ArtofProcurement.com
06.2018 - 08.2018
Bachelor of Science - Finance Major, Accounting Minor
Elon University
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