Overview
Work History
Education
Certification
Timeline
Generic

Christopher Pilone

MILFORD,NJ

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Services Professional

Prudential
Basking Ridge, NJ
04.2019 - Current
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Processed customer requests for statements, updating customer personal information in database.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Trained and supported sales associates.
  • Organized client account through various Client Relationship Management systems
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Built book of business through pipeline of aligned and unaligned clients through natural market, mailing, social media outreach.

Marketing Assistant

Prudential Financial
Chalfont, PA
05.2016 - 12.2017
  • Worked closely with product development teams to create and maintain marketing materials for sales presentations and client meetings.
  • Compiled product, market and customer data to generate informed sales and profit projections.
  • Organized contacts and orchestrated innovative marketing campaigns to boost awareness, engagement and sales.
  • Identified appropriate marketing channels and target customers for campaigns.

Marketing Assistant

Prudential Financial
Chalfont, PA
06.2015 - 09.2015
  • Conducted consumer data analysis on products to assist with promotional campaigns.
  • Shadowed professionals in different situations to increase marketing knowledge.
  • Managed workflow between staff, coordinating documents, planning and creative material distribution.

Marketing Intern

Prudential Financial
Chalfont, PA
05.2014 - 09.2014
  • Assisted with development of event strategies and tactical plans to promote accomplishment of marketing goals.
  • Helped with planning and hosting of marketing events.
  • Collaborated with team members to help expand marketing channels.
  • Contributed to mock-ups, email and mail campaigns.
  • Shadowed professionals in different situations to increase marketing knowledge.
  • Created proposals and organized pursuit documentation to support marketing staff.
  • Created professional business correspondence, spreadsheets and presentations.
  • Maintained complete database of files, contacts and project materials.
  • Took detailed notes of progress, processes and industry details to better understand marketing and company protocols.

Education

Bachelor of Science - Sociology

Montclair State University
Montclair, NJ
08.2017

Certification

  • Licensed
  • Series 6, 63
  • Life & Health

Timeline

Financial Services Professional

Prudential
04.2019 - Current

Marketing Assistant

Prudential Financial
05.2016 - 12.2017

Marketing Assistant

Prudential Financial
06.2015 - 09.2015

Marketing Intern

Prudential Financial
05.2014 - 09.2014

Bachelor of Science - Sociology

Montclair State University

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Christopher Pilone