Grady Pedersen
Charlotte
Summary
Dedicated professional with demonstrated strengths in customer service and time management. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Consultant 1
Principal Financial Group
01.2024 - Current
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
Business Development Representative
Payzer
01.2023 - 09.2023
- Grew pipeline by calling and educating prospects about company offerings
- Closed transactions by skillfully controlling calls and managing pre-sales activities
- Optimized lead generation with multi-channel pipelines for customer acquisition
- Filtered leads from multiple channels, supporting sales with high-potential inquiries
- Arranged conference calls and meetings between prospective clients and account executives
Sales and Operations Branch Manager
Berkshire Fence Company
04.2021 - 12.2022
- Prospected, Scheduled and visited customer properties to market and secure contracts for residential and commercial fence installations, effectively managing relationships with a substantial annual client base
- Liaised between customers and our foreman to convey client requirements and diligently oversaw project execution to ensure mutual satisfaction for both the workforce and customers
- Spearheaded equipment attainment and replacement, helping operations remain competitive and efficient
Game Manager
James Madison University - Harisonburg Turks
03.2021 - 08.2021
- Assist with day to day operations of athletic facilities including but not limited to: daily inspection of facilities; reporting & following up on damages and incidents that occur; enforce observance of facility operating policies and procedures
- Development, implementation, & communication of operations plans to support groups/service providers
- Supervision of game day operation and problem solving as necessary
Education
Bachelor of Arts (B.A.) - Sport and Recreation Management, General Business, Entrepreneurship
James Madison University
Harrisonburg, VA05.2021
Skills
- Project Management
- Relationship Building
- Salesforce
- Time Management
- Operations Management
- Retirement planning
Certification
- Security industry essentials (SIE)
- Series 7
- Series 66
Timeline
Financial Consultant 1
Principal Financial Group
01.2024 - Current
Business Development Representative
Payzer
01.2023 - 09.2023
Sales and Operations Branch Manager
Berkshire Fence Company
04.2021 - 12.2022
Game Manager
James Madison University - Harisonburg Turks
03.2021 - 08.2021
- Security industry essentials (SIE)
- Series 7
- Series 66
Bachelor of Arts (B.A.) - Sport and Recreation Management, General Business, Entrepreneurship
James Madison University
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