Summary
Overview
Work History
Education
Skills
Certification
Languages
Languages
Timeline
Generic

Emilio Jacobo

Greater Boston,United States

Summary

Analytical professional prepared for this role with extensive experience in data analysis and interpretation. Known for delivering actionable insights and driving process improvements that align with business goals. Highly collaborative team player with focus on achieving results and adapting to changing needs. Skilled in statistical analysis and project management.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Feedback Analyst

Empower
Massachusetts
04.2023 - Current
  • Collaborate with the implementation and launch of MEGA and LMN projects into Empower's record keeping system, resulting in a $5B+ increase in plan assets
  • Outlined procedures for automation of deferral and loan files during stakeholder meetings.
  • Analyzed Workday, UKG, and Ceridian requirements to identify strategic needs.
  • Ultimately improving vendor satisfaction and maintaining Empower 99.96% KPIs score
  • Validated complex data with SQL scripts to ensure accurate elections and deductions.

Investor Services Brokerage

Empower
Massachusetts
11.2019 - 04.2023
  • Facilitated discussions on Premier IRA, Brokerage Accounts, Investment Accounts, and De Minimis accounts.
  • Developed and executed lesson plans using colleague input and market data to enhance learning tools.
  • Migrated company systems to Amazon Web Services (AWS) to enhance client communication tracking.
  • Collaborated closely with Advisors, Pershing & EPW Retail Operations in order to resolve, implement & optimize client experience

Financial Advisor

Prudential
New York
01.2018 - 11.2019
  • Evaluated brokerage statements to tailor investment suggestions for each household.
  • Delivered tailored recommendations, driving a 20% growth in book of business.
  • Enhanced financial seminar presentations to attract new and existing clients.
  • Developed effective customer engagement strategies resulting in 10% growth in pipeline referrals.

Finance (Internship)

AXA Advisors
New York
01.2017 - 04.2017
  • Created strategic marketing plans targeting client acquisition to boost sales.
  • Built database to streamline organization of client files.

Education

B B A - Business Administration

Berkeley College
New York

Skills

  • Proficient in Microsoft Office
  • NetX360
  • Salesforce CRM Expertise
  • SQL
  • EASY record-keeping software
  • OnBase
  • Google Workspace Proficiency
  • Notepad
  • Project management

Certification

  • SERIES 7
  • SERIES 63
  • Insurance Agent Accidental, Health, Life, Variable life & Variable Annuity

Languages

Spanish, Fluent

Languages

Spanish
Professional

Timeline

Feedback Analyst

Empower
04.2023 - Current

Investor Services Brokerage

Empower
11.2019 - 04.2023

Financial Advisor

Prudential
01.2018 - 11.2019

Finance (Internship)

AXA Advisors
01.2017 - 04.2017

B B A - Business Administration

Berkeley College

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Emilio Jacobo