Deryck Halstead
Houston,TX
Summary
Results-driven business development professional adept at identifying growth opportunities and driving strategic initiatives. Skilled in market analysis, client relationship management, and contract negotiation. Strong team collaborator known for adaptability and consistent achievement of targets. Proficient in leveraging data-driven insights to optimize business performance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Development Advisor | Data Entry & Employer Outreach
Ultimate Medical Academy
Houston, TX
01.2025 - Current
- Maintain and manage detailed candidate records, employer contacts, and placement data within CRM systems.
- Perform high-volume data entry and tracking of applications, employer outreach, and hiring outcomes.
- Coordinate recruiting support including resume submissions, interview scheduling, and follow-ups.
- Conduct employer outreach to identify administrative healthcare roles for graduates.
- Serve as a liaison between candidates and hiring managers to support hiring workflows.
- Analyze hiring trends and employer feedback to improve placement outcomes.
- Nonprofit Allied Healthcare School
Business Consultant
Swipeport
Houston, Tx
01.2023 - 01.2025
- Conducted data analysis on financial and business performance metrics, providing actionable insights to clients to enhance business operations.
- Developed and implemented policies to streamline merchant payment processes, ensuring compliance with industry regulations.
- Worked closely with clients to assess needs, analyze payment processing data, and recommend effective financial strategies.
- Led workshops and training sessions for clients to understand data-driven strategies and compliance requirements.
- Collaborated with cross-functional teams to ensure smooth integration of new policies and systems for clients.
- Analyzed market trends and customer feedback to design innovative solutions, increasing client satisfaction and business performance.
- Developed detailed reports and presentations to inform decision-making, highlighting key insights and policy impacts.
Finance Specialist
Wells Fargo Bank
Houston, Tx
01.2015 - 01.2023
- Analyzed and interpreted financial data to assess loan eligibility and recommend optimal financial solutions for clients.
- Developed and maintained policies and procedures in alignment with regulatory changes, ensuring full compliance in all financial transactions.
- Managed complex client portfolios, utilizing data analytics to deliver customized wealth management strategies.
- Identified trends and provided strategic recommendations based on client financial data, helping to improve business performance.
- Collaborated with internal departments to create and maintain policies that improved customer service and operational efficiency.
- Spearheaded initiatives to improve sales processes and enhance customer engagement, resulting in a significant increase in customer satisfaction.
- Employee of the Region awards for top sales performance and customer satisfaction.
Personal Banker
Bank of Montreal
Toronto, On
01.2010 - 01.2014
- Provided exceptional customer service, resolving client inquiries and offering tailored financial solutions to meet individual needs.
- Managed daily banking operations, including account maintenance, transaction processing, and ensuring compliance with bank policies and procedures.
- Collaborated with cross-functional teams to deliver comprehensive financial services and improve operational efficiency.
- Achieved sales targets by proactively offering banking products and services, such as loans, credit cards, and investment options, contributing to branch growth.
- Developed and maintained strong client relationships, ensuring customer satisfaction and loyalty through personalized attention and timely follow-up.
- Contributed to branch sales strategies, identifying opportunities to cross-sell financial products and services to meet customer needs.
- Monitored to branch sales strategies for compliance with industry regulations and internal controls, reducing operational risks and errors.
Education
High School Graduate -
Cardinal Leger High School
Toronto, On01-2004
Skills
- Data Analysis & Reporting: Expertise in analyzing financial data, identifying trends, and creating reports that inform strategic decision-making
- Policy Development & Compliance: Skilled in developing, implementing, and maintaining policies and procedures that ensure regulatory compliance and operational efficiency
- Project Management: Skilled in managing multiple projects, ensuring deadlines and objectives are met while maintaining a high level of accuracy and detail
- Problem Solving & Critical Thinking: Ability to analyze complex situations and develop effective solutions, ensuring client satisfaction and business success
- Regulatory Knowledge: Well-versed in financial regulations and policies, ensuring adherence to compliance standards and risk management protocols
- Technology Proficiency: Familiar with financial software, CRM systems, data analysis tools, and Microsoft Office Suite
Certification
- Completed various industry-specific training and certifications related to finance, banking, and business consulting.
- Regularly attended workshops and seminars focused on data analysis, financial management, and compliance regulations.
- Actively participated in corporate training programs, enhancing skills in customer relationship management, sales, and policy development.
Timeline
Business Development Advisor | Data Entry & Employer Outreach
Ultimate Medical Academy
01.2025 - Current
Business Consultant
Swipeport
01.2023 - 01.2025
Finance Specialist
Wells Fargo Bank
01.2015 - 01.2023
Personal Banker
Bank of Montreal
01.2010 - 01.2014
High School Graduate -
Cardinal Leger High School