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, NJ08.2017
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