Summary
Overview
Work History
Education
Skills
Timeline
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JENNIE HOBBS

Murrieta,CA

Summary

Accomplished management leader with an outstanding sales and marketing background. Experience building and leading a team to maximize their potential, excel and exceed job goals. Strong background launching new products, and determining marketing and advertising strategies. Proficient with Microsoft Word, Excel and PowerPoint, as well as QuickBooks. AREAS OF EXPERTISE Marketing Management Staff Management/Training Budget Management Collateral Development Team Building Client Relations Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

26
26
years of professional experience

Work History

Financial Analyst

NBS Government
Temecula, CA
03.2022 - Current
  • Gather and analyze cost data, develop solutions, project consequences, and evaluate results
  • Work closely with clients to ensure that their compliance with federal, state, and local regulations
  • Analyze and break down complex financial issues, recommended actions, and communicate them to high-level government officials and staff with a high level of accuracy and detail.

President, Legacy Senior

Referrals
Murrieta, CA
05.2013 - 03.2022
  • Plan and execute events and marketing programs to acquire and retain clientele
  • Lead marketing initiatives by developing content for collateral, newsletters, presentations and media outreach, including articles
  • Grew the business by generating five times the targeted number of qualified leads
  • Reduced costs and boosted efficiency as a result of creating and managing a new budgeting and accounting system.

OSJ Director

Girard Securities
San Diego, CA
04.2004 - 05.2013
  • Led 45 personnel at regional manager offices as well as four staff working remotely
  • Increased growth and efficiency after creating metrics to measure success of selling products
  • Spearheaded product training to ensure all spectrums were processed efficiently and accurately
  • Generated $10 million in revenue and 23% ROS in 2010.

Trading Manager

WS Griffith Securities
03.2001 - 04.2004
  • Oversaw all aspects of a Trading Department, including calculating risk and exposure, while also trained personnel on best practices of operations
  • Increased trading revenues from 14% to 29% of total firm revenue
  • Boosted efficiency and productivity, and lowered operating costs
  • Interviewed candidates for employment and hired personnel that were an ideal fit.

Senior Trader

Fortress Financial
Temecula, CA
07.2000 - 03.2001
  • Grew advisors’ businesses by executing marketing strategies that resulted in sales leads
  • Led a market study that identified size, segments and opportunities across a number of markets.

Trader/ Broker Services Representative

Linsco Private Ledger
San Diego, CA
10.1997 - 07.2000

Education

Master of Business Administration (MBA) - International Business

National University

Bachelor of Business - Management and Marketing

Minnesota State University

Six Sigma & Lean Process Certified Certificated in Advanced Excel and Word Spatial Analysis - undefined

Skills

Adobe software

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Timeline

Financial Analyst

NBS Government
03.2022 - Current

President, Legacy Senior

Referrals
05.2013 - 03.2022

OSJ Director

Girard Securities
04.2004 - 05.2013

Trading Manager

WS Griffith Securities
03.2001 - 04.2004

Senior Trader

Fortress Financial
07.2000 - 03.2001

Trader/ Broker Services Representative

Linsco Private Ledger
10.1997 - 07.2000

Master of Business Administration (MBA) - International Business

National University

Bachelor of Business - Management and Marketing

Minnesota State University

Six Sigma & Lean Process Certified Certificated in Advanced Excel and Word Spatial Analysis - undefined

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JENNIE HOBBS