Renard Jackson Sr.
Cypress
Summary
- Dynamic professional with a strong background in client relationship management and problem-solving. Notable achievements include streamlining onboarding processes and mentoring new team members to foster a collaborative work environment. Seeking to leverage these strengths in a challenging role.
- Accomplished analyst with a focus on training program development and team mentorship. Known for effective communication and financial reporting skills, contributing to successful onboarding and performance improvement initiatives.
Overview
19
19
years of professional experience
Work History
CSO Production Services Analyst
Invesco
01.2022 - Current
- Generating Ad hoc reports, creating and publishing internal reports and marketing materials for external clients.
- Working with Compliance to assure documents receive FINRA approval
- Working with data team to present finds in a digestible manner
- Liaison between internal clients and data team to ensure data is correct and generated from appropriate source
- Onboarding new accounts via Salesforce and Investran
Client Services Sr Associate
Invesco
01.2020 - 01.2022
- Problem-solving and working independently, as well as coordinating with other departments to provide exceptional client service.
- Mentored and evaluated new associates as part of the training program
- Coached and supported veteran associates
- Successfully onboarded newly hired associates and facilitated training
- Coaching one on one to help team members achieve success
Certified Trainer | Key-holder Manager
Outback Steakhouse
01.2007 - 01.2020
- Coordinated and supervised waitstaff
- Onboarded and conducted new employee training
- Responsible for new employee curriculum and supervision
Education
Master of Business Administration -
Tarleton State University
Stephenville, Texas05.2023
Bachelor of Arts - Psychology
Fort Hays State University
Hays, Kansas05.2020
Skills
- Project management
- Problem solving
- Work under pressure
- Client relationship management
- Training program development
- Effective communication
- Skilled public speaker
- Financial reporting
- Team building
- Performance assessment
- Salesforce
- Power BI
- PowerPoint
- Excel
- SQL
- Data analysis
- Compliance assurance
- Critical thinking
- Attention to detail
- Data presentation
- Data privacy compliance
Timeline
CSO Production Services Analyst
Invesco
01.2022 - Current
Client Services Sr Associate
Invesco
01.2020 - 01.2022
Certified Trainer | Key-holder Manager
Outback Steakhouse
01.2007 - 01.2020
Master of Business Administration -
Tarleton State University
Bachelor of Arts - Psychology
Fort Hays State University