Summary
Overview
Work History
Education
Skills
Leadership And Activities
Awards
Timeline
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Remington Allen

Brooklyn,New York

Summary

Financial Professional with a proven track record at New York Life, adept in quantitative analysis and critical thinking. Proficient in optimizing client portfolios and driving revenue growth through strategic planning and data-driven decisions. Demonstrates exceptional leadership in fostering team effectiveness and achieving financial objectives.

Overview

5
5
years of professional experience

Work History

Financial Professional

New York Life
12.2023 - Current
  • Provide personalized financial planning and insurance solutions to clients, including life insurance, retirement planning, investment strategies, and wealth management, tailored to meet individual and business needs.
  • Cultivate and maintain strong client relationships through consultative sales approaches, regular policy reviews, and proactive communication to ensure long-term satisfaction and financial security.
  • Analyze complex financial data and market trends to develop strategic recommendations, optimize client portfolios, and support risk management objectives, driving business growth and client retention.
  • Conducted thorough needs analysis to recommend appropriate life insurance products.

Assistant Manager

Onebell Fitness
05.2023 - 02.2024
  • Supervised daily operations and team performance, ensuring efficient workflow, adherence to company policies, and achievement of sales and productivity targets.
  • Analyzed business performance data and forecasted business results for upper management.
  • Coordinated with other departments to ensure smooth flow of operations.
  • Assisted in strategic planning and decision-making, analyzing business metrics, managing budgets, and implementing process improvements to drive operational efficiency and revenue growth.
  • Provided leadership and coaching to staff, fostering professional development through training, performance evaluations, and constructive feedback to enhance team effectiveness and morale.

Director of Ecommerce

Ivory Essentials
08.2020 - 08.2023
  • Analyzed key performance metrics and market trends to identify growth opportunities, manage budgets, and oversee the continuous improvement of website functionality, customer engagement, and sales performance.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Led cross-functional teams in marketing, product management, and IT to implement data-driven initiatives, including SEO, email marketing, and customer acquisition campaigns, resulting in increased traffic and sales conversions, revenue.Business/Sale Analytics
  • Optimized product pages for usability and accessibility across different devices.

Education

Master of Arts - Communications

Morehouse College Department of Communications
Atlanta, GA
05.2022

Skills

  • Quantitative Analysis: Ability to work with large datasets, perform statistical analysis, and interpret complex data
  • Critical Thinking: Evaluate financial risks, identify growth opportunities, and make data-driven decisions
  • Analyze complex financial data and market trends to develop strategic recommendations, optimize client portfolios, and support risk management objectives, driving business growth and client retention
  • Assisted in strategic planning and decision-making, analyzing business metrics, managing budgets, and implementing process improvements to drive operational efficiency and revenue growth
  • Portfolio management, including asset allocation, risk assessment, and performance optimization to achieve client-specific financial goals

Leadership And Activities

Morehouse College: Co-Captain of Track & Field Team: to motivate teammates, set a positive example, foster team cohesion, and support strategic decision-making both on and off the field.

Co-Founder Of Euphoric Ent: Establish vision, mission, and goals of organization. Contributes to strategic planning and decision-making, builds key relationships, developing the organization’s structure, operations, and growth plan.

Vice President of the Black Students Union St.Francis College: Supported organizational leadership by assisting in program development, member engagement, advocacy, and operational oversight to promote cultural awareness and community involvement.

Awards

  • Hackett Medal Award, Presented by The Department of Education of the City of New York. Awarded to a student who demonstrates "The greatest proficiency in oratory, either verse or prose".
  • Chancellor's Honor Roll, Presented to students who bring honor and distinction to the school, faculty, and New York City Public School System.

Timeline

Financial Professional

New York Life
12.2023 - Current

Assistant Manager

Onebell Fitness
05.2023 - 02.2024

Director of Ecommerce

Ivory Essentials
08.2020 - 08.2023

Master of Arts - Communications

Morehouse College Department of Communications
Remington Allen