Ian Carr
West Fargo,ND
Summary
Adaptable and quick-learning professional skilled in rapidly acquiring and applying new knowledge. Proven track record in driving strategic initiatives, delivering impactful results and fostering partnerships through blending my analytical, detail-oriented and organized nature with creative problem-solving and effective cross-team collaboration. Eager to leverage my expertise to contribute to the success and growth of a forward-thinking organization.
Overview
10
10
years of professional experience
Work History
Custom Marketing/Communications Manager
Wex Inc.
West Fargo, ND
10.2019 - Current
- Coordinated the creation and distribution of revenue-generating custom materials, content, and communications for client employees.
- Collaborated with Creative/Design, Compliance, Legal, Sales, Operations, and Servicing teams to fulfill custom client requests.
- Identified trends in customization requests and proposed new service offerings and revenue streams.
- Drove awareness, demand, and sales of Custom Marketing services for internal client-facing teams.
- Took a consultative approach to assist clients in achieving their communication and marketing goals for employee benefits.
- Created and refined process documents to support the startup and growth of the team.
Registered/Marketing Client Associate
Wells Fargo Advisors
Fargo, ND
02.2016 - 10.2019
- Assisted Financial Advisors in asset acquisition efforts through book of business analysis, client outreach, coaching in-store bankers, and basic social media engagements.
- Designed and implemented a client servicing matrix within 6 months (compared to a goal of 12 months), ensuring each client received appropriate contact and servicing.
Licensed Personal Banker
Wells Fargo
West Fargo, ND
09.2014 - 02.2016
- Secured over $1 million in new client relationships by identifying and addressing investment and planning needs.
- Opened new accounts, managed existing accounts, and assisted customers with account maintenance tasks
Education
Bachelor of Science - Finance
North Dakota State University
Fargo, ND05-2013
Skills
- Analytical & Problem Solving Skills
- Detail Oriented
- Highly Organized
- Project Management/Coordination
- Customer Service & Retention
- Business Development
Timeline
Custom Marketing/Communications Manager
Wex Inc.
10.2019 - Current
Registered/Marketing Client Associate
Wells Fargo Advisors
02.2016 - 10.2019
Licensed Personal Banker
Wells Fargo
09.2014 - 02.2016
Bachelor of Science - Finance
North Dakota State University
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