Summary
Overview
Work History
Education
Skills
Timeline
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Joanna B. Couch

Joanna B. Couch

Little Silver,USA

Summary

Bilingual English-Polish professional with over 5 years of experience in financial analysis and client relations. Demonstrated ability to close $8 million in insurance sales and maintain extensive client portfolios. Possesses strong analytical skills honed as a Municipal Bonds Analyst, recognized for achieving a distinguished level of performance. Prepared to leverage extensive knowledge of industry products and robust analytical skills to enhance accuracy and compliance within the industry.

Overview

16
16
years of professional experience

Work History

Referral Agent

NRS Referral Services
11.2022 - Current

• Leveraged existing relationships with industry professionals to identify new partnership opportunities that could result in mutually beneficial arrangements for both parties involved.

Research Analyst

Vaco Holdings
10.2022 - 10.2024
  • Identified suitable prospects through comprehensive research and analysis.
  • Managed and maintained extensive volumes of Excel files to support data integrity.
  • Executed mass marketing initiatives to enhance brand visibility.
  • Utilized Microsoft Office 365 applications on a daily basis for reporting and management.

Volunteer/Aide

Little Silver BOE/Point Road Elementary
11.2021 - 05.2024
  • Observed and monitored children's activities.
  • Offered caring companionship and emotional support.
  • Facilitated recreational activities tailored to individual patient interests, promoting social engagement and mental stimulation.
  • Supported teachers in managing challenging student behaviors during recess periods, contributing to a more productive learning environment upon return to class.
  • Collaborated with fellow Recess Aides to maintain a clean and safe outdoor environment for all students.
  • Improved overall cleanliness of the playground area by conducting regular sweeps for debris or potential hazards.
  • Provided first aid support when necessary, prioritizing student safety and well-being while adhering to established guidelines for injury response.
  • Resolved conflicts between students by employing conflict resolution techniques, promoting healthy peer relationships.
  • Developed strong rapport with students, earning their trust and respect while maintaining an authoritative presence on the playground.

Real Estate Professional

Berkshire Hathaway Home Services Fox & Roach, Realtors
03.2021 - 11.2022
  • Oversaw complete sales cycles involving the buying, selling, and renting of real estate.
  • Engineered digital marketing campaigns to drive property visibility and interest.
  • Coordinated and facilitated open houses, enhancing buyer engagement and property exposure.

Municipal Bonds Analyst

Bloomberg Financial
11.2010 - 04.2014
  • Delivered updates on new issues related to municipal bonds to keep stakeholders well-informed.
  • Performed evaluations of the secondary market, focusing on bond performance assessment.
  • Cultivated relationships with municipal bond underwriters to facilitate smoother communication.
  • Achieved a recognized 'distinguished level' of individual performance.
  • Prepared weekly 'WIN' and monthly operation summary reports for the municipal bonds team.
  • Monitored inactive municipal securities on a daily basis.
  • Joined the New Hire Committee aimed at training promotion and enhancing communication within the Fixed Income Department.
  • Achieved a high level of individual performance during 2011, placing in the top 20% of Bloomberg employees worldwide.
  • Maintained excellent productivity and quality in all daily activities, with personal performance recognized at 112.2%.

Financial Services Associate

Prudential Insurance
03.2009 - 04.2010
  • Managed the entire sales cycle for a portfolio of 125 clients.
  • Successfully secured $8 million in new life insurance sales, significantly contributing to organizational growth.
  • Executed a continuous direct mail marketing campaign that represented 65% of the client portfolio, achieving a closing ratio of 74% on all leads generated through this method.
  • Cultivated strong client relationships based on trust and credibility, ensuring that recommendations met customers' needs effectively.
  • Acquired in-depth expertise across a comprehensive range of insurance products, including life, health, disability, long-term care, property and casualty insurance, annuities, education planning, and retirement planning.
  • Proactively identified and engaged new prospects through network organization and outreach efforts.

Education

BS - Business Administration

Montclair State University
01.2009

Skills

  • Microsoft Office 365
  • Excel
  • Bloomberg Terminal
  • Efficient under pressure
  • Self-motivated
  • Reliable
  • Organized
  • Goal oriented
  • Strong interpersonal skills
  • Teamwork and collaboration
  • Positive work ethic
  • Culturally sensitive
  • Problem-solving
  • FINRA Series 6 (2009-2010)
  • Accidental and Health Insurance License (2009-2010)
  • Life Insurance License (2009-2010)
  • Real Estate License (2021-2022)

Timeline

Referral Agent

NRS Referral Services
11.2022 - Current

Research Analyst

Vaco Holdings
10.2022 - 10.2024

Volunteer/Aide

Little Silver BOE/Point Road Elementary
11.2021 - 05.2024

Real Estate Professional

Berkshire Hathaway Home Services Fox & Roach, Realtors
03.2021 - 11.2022

Municipal Bonds Analyst

Bloomberg Financial
11.2010 - 04.2014

Financial Services Associate

Prudential Insurance
03.2009 - 04.2010

BS - Business Administration

Montclair State University
Joanna B. Couch