Myles Sawin
Carrboro,NC
Summary
Dynamic consultant with a strong background in project management and team collaboration. Skilled in training staff on CRM best practices, leading to improved workflows and data management efficiency. Committed to delivering impactful solutions that drive client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Consultant
Arbor Wealth Management
Walnut, California
06.2025 - Current
- Implemented CRM system updates to ensure accurate data management and reporting.
- Trained staff on CRM usage, promoting best practices and efficient workflows.
- Customized CRM features based on client needs to optimize functionality and usability.
Personal trainer
Elon University Gym
Elon, NC
01.2023 - 05.2025
- Built and established relationships with members and guests to help in pursuit of fitness goals
- Assisted clients in setting realistic short-term and long-term goals.
Intern
Raymond James
Naples, FL
05.2022 - 08.2022
- Assisted in preparing client reports and presentations for financial advisors.
- Collaborated with team members to streamline operational processes and improve efficiency.
- Managed data entry and maintained accurate records in financial management systems.
Education
BBA - Marketing
ELON University
Elon, NC07-2025
High School Diploma -
Barron Collier High School
Naples, FL05-2021
Skills
- Customer relationship management
- Project management
- Effective communication
- Continuous learning mindset
- Advanced Excel
- Competitive analysis
Certification
- Photoshop
- Google Ads
- Excel
- ISSA certified personal trainer
- CPR certified
Timeline
Consultant
Arbor Wealth Management
06.2025 - Current
Personal trainer
Elon University Gym
01.2023 - 05.2025
Intern
Raymond James
05.2022 - 08.2022
BBA - Marketing
ELON University
High School Diploma -
Barron Collier High School
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