James Phillips
Denver,CO
Summary
I am a University of Denver Master's student in Applied Quantitative Finance graduating at the end of the summer of 2024. I have extensive financial market knowledge gained from working at Charles Schwab before hand. I am a detail-oriented individual who works well in teams with strong organizational skills. I have the ability to handle multiple projects simultaneously with a high degree of accuracy. I am looking to find and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
1
1
year of professional experience
Work History
Financial Services Representative
Charles Schwab
01.2023 - 07.2023
- Monitored changes in financial markets and kept clients informed of latest developments.
- Studied for and passed the SIE exam
- EDGE service skills
- Delivered quotes on equities to stockholders
- Worked with other departments to creatively service clients
- Lots of experience with older and less financially literate clients
- Facilitated and processed large brokerage transactions
- De-escalation skills
Business Development Representative
Cologix
07.2022 - 11.2022
- Maintained extensive knowledge of company services (data center space and equipment requirements )to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Kept detailed records of daily activities through online customer database (NetSuite).
- Utilized ZoomInfo, Hubspot, LinkedIn Sales to gather and qualify leads.
- Utilized business writing and communication skills to develop sales tactics
Associate Account Executive
Yelp Inc
04.2022 - 07.2022
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Collaborated with internal teams to develop account strategy.
- Leveraged CRM to collect, organize and manage sales data and customer information.
- Leveraged marketing channels and sales strategies to develop pipeline and increase profitability.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
Education
Master of Science - Applied Quantitative Finance
University of Denver
Denver, CO08.2024
Bachelor of Arts - Communications
University of Denver
Denver, CO03.2022
Skills
- Economic Trends
- Risk Management
- Information Gathering
- Financial Reporting
- Financial Markets
- Expertise in Excel
- Financial Modeling
- Revenue Generation
- Sales Tactics
- Customer Relationship Management
- Preparing Models
- Equity Markets
- GAAP and Statutory Reporting
- Data Research and Analysis
Timeline
Financial Services Representative
Charles Schwab
01.2023 - 07.2023
Business Development Representative
Cologix
07.2022 - 11.2022
Associate Account Executive
Yelp Inc
04.2022 - 07.2022
Master of Science - Applied Quantitative Finance
University of Denver
Bachelor of Arts - Communications
University of Denver
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