Joseph Police
Scottsdale,AZ
Summary
Goal-oriented analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
9
9
years of professional experience
Work History
BDC Department Lead
Prescott Honda
04.2023 - 12.2024
- Servicing and Creating max utility for the customer
- Steps of the sale
- Created Queries, reports Utilizing CDK E leads, Vauto
- LeadSource:KBB,Truecar,Carfax.com,CarLoans.com,autoweb,FusionZone
Portfolio Management (Contract)
Spiegelman Wealth Management
01.2023 - 03.2023
- Personalized portfolio curation catered to client objectives
- Implemented strategies ranging from (options,money market tools, and direct indexing)
- Maintained open communication by presenting regular updates on project status to client.
- Scheduled and facilitated meetings to discuss deliverables, Portfolios, and supporting reports/ documents to help clients in understanding current market outlook.
- Facilitated macro and micro reports regarding overall market sentiment as well as specific instances
Investment Analyst
Frey Financial
05.2022 - 12.2022
- Model curation for accounts sizing in sub 50,000 to million+ (improved portfolio performance over 10 year from 280% to 390% as well as an increase in downside protection in the short term by an average of 8%)
- Conducted detailed investment analysis, calculations and reports.
- Developed spreadsheet models for diverse projects and analysis.
- Created and maintained precise and accurate models, charts and reports.
- Monitored and analyzed financial, statistical and operational data trends.
Recruiter
TEKsystems
09.2021 - 04.2022
- Followed up with notable applicants sourced via industry-specific pipelines, events and job fairs.
- Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates.
- Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
- Facilitated new employee orientations to foster positive team attitude.
Sales BDC
Prescott Honda
05.2021 - 09.2021
- Facilitated appointments for dealerships sales
- Sourced customers and setup appointments for trade in/ car purchase
Engagement Ambassador
Ruffalo Noel Levitz, LLC
09.2019 - 05.2021
- Personally,contacted over 500 prospects, secured 124 pledges and raised over 20,000 for the university
- Contacted alumni, parents, and friends of the University of Arizona fostering strong relationships with prospects, developing a need and a want to support various sections of the university
Detail
Prescott Honda
05.2020 - 08.2020
Jr. Service Advisor
Prescott Honda
05.2019 - 08.2019
- Pleasantly greeted customers and asked open-ended questions to better determine needs.
- Suggested add-on services that would be helpful to customers and improve bottom line.
- Informed customers of service specials, completion times and service expenses to provide exemplary customer service.
- Developed estimates by costing materials, supplies and labor.
Parts Counterman
Prescott Honda
09.2015 - 08.2017
- Stocked shelves, built displays and merchandised products enabling customers to find needed items and products.
- Provided exceptional customer support to every guest to promote satisfaction and meet service guidelines.
- Reached out to vendors outside usual network to find parts not available from traditional sources.
- Inspected parts for defects, removing damaged parts and replacing with new ones.
Education
Bachelor of Science - Economics
University of Arizona
Tucson, AZ05.2021
Bachelor of Science - Management Information Systems
University of Arizona
Tucson, AZ05.2021
Skills
- Sales and Promotions
- Adaptable and Flexible
- Customer Service
- Excellent Written and Verbal Communication
- Attention to Detail
- Portfolio Optimization
- Portfolio Strategy
- Risk Evaluation
- Research and Analysis
- Series 7 certified
Timeline
BDC Department Lead
Prescott Honda
04.2023 - 12.2024
Portfolio Management (Contract)
Spiegelman Wealth Management
01.2023 - 03.2023
Investment Analyst
Frey Financial
05.2022 - 12.2022
Recruiter
TEKsystems
09.2021 - 04.2022
Sales BDC
Prescott Honda
05.2021 - 09.2021
Detail
Prescott Honda
05.2020 - 08.2020
Engagement Ambassador
Ruffalo Noel Levitz, LLC
09.2019 - 05.2021
Jr. Service Advisor
Prescott Honda
05.2019 - 08.2019
Parts Counterman
Prescott Honda
09.2015 - 08.2017
Bachelor of Science - Economics
University of Arizona
Bachelor of Science - Management Information Systems
University of Arizona
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