LOU MONGCUPA
Jacksonville
Summary
Financial services professional with strong analytical and problem-solving skills. Known for collaborative approach and adaptability to changing needs. Proven ability to analyze financial data, develop strategies, and drive results. Recognized for reliability and focus on achieving team goals. Skilled in financial planning, risk assessment, and client relationship management.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Financial Service Representative
Merrill
01.2025 - Current
- Support clients with account servicing, including account maintenance, transfers, cash management requests, and online platform navigation.
- Utilize Salesforce, Synergy, CEW, and internal banking systems to accurately document client interactions and manage service requests.
- Manage a high volume of inbound client interactions while maintaining accuracy, professionalism, and service quality in a fast-paced contact center environment.
- Strengthen client relationships by identifying financial needs and connecting clients with personalized investment and banking solutions across Merrill and Bank of America.
Marketing Specialist
Wildly Creative Studio
01.2021 - 01.2024
- Collaborated with team members to help a client achieve $100,000 in sales within a single month, resulting in a remarkable ROI exceeding 900% in the first month of partnership.
- Conducted comprehensive market research and competitor analysis to identify trends, consumer preferences, and strategic opportunities.
- Monitored industry dynamics, consumer behavior, and competitor initiatives to support informed decision-making.
Education
Bachelor of Science - Finance
Florida State College At Jacksonville
Jacksonville08-2026
Associate of Science - Business Administration
Florida State College At Jacksonville
JacksonvilleSkills
- Attention to Detail
- Organizational Skills
- Time Management
- Communication
- Microsoft Offic
- Google Suite,
- Analytical Skills
- Project Management
Certification
Securities Industry Essentials
Timeline
Financial Service Representative
Merrill
01.2025 - Current
Marketing Specialist
Wildly Creative Studio
01.2021 - 01.2024
Bachelor of Science - Finance
Florida State College At Jacksonville
Associate of Science - Business Administration
Florida State College At Jacksonville
ENTREPRENEURIAL EXPERIENCE
Mahina Swimwear
- Ensured business compliance with relevant laws and regulations.
- Contribute to the formulation of comprehensive marketing strategies and financial budgets, ensuring their congruence with overarching business objectives.
- Facilitate the coordination of corporate events and promotional initiatives, managing all aspects from initial planning to vendor liaison, and conducting thorough post-event evaluations.
- Harness marketing automation platforms proficiently to craft and refine email and SMS campaigns, resulting in notable enhancements such as a 25% increase in email open rates and a 15% rise in click-through rates.