Summary
Overview
Work History
Education
Skills
Timeline
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Richard Wilson

High Point,NC

Summary

Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

15
15
years of professional experience

Work History

Project Manager /Business Operations Lead

Equitable Life Insurance
Charlotte, NC
10.2018 - Current
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.

Consultant - Product Development

Lincoln Financial Group
Greensboro, NC
02.2013 - 12.2017
  • Prepared product statements and customization proposals for existing customers or new prospects.
  • Reviewed design specifications, quality assurance plans and demonstration scripts.
  • Identified new business requirements through analyzing market data, customer requirements, competitive offerings and overall industry direction.
  • Worked with development team on design and requirement management of new and existing products.
  • Assessed competitors products and designs to compare projects.
  • Reviewed products and updates for company quality standards compliance.

Customer Relationship Manager

Bank Of America
Greensboro, NC
03.2006 - 09.2012
  • Reinforced established quality control standards and followed procedures for optimal customer interactions.
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
  • Managed customer relations on ongoing basis to maximize customer retention.

Education

Bachelor of Science - Data Analytics

Southern New Hampshire University
Online
08.2023

Associate of Arts -

James Sprunt Community College
Kenansville, NC
05.2003

Skills

  • Decision Making
  • Public Information Research
  • Business Tracking
  • Project planning and development
  • Advanced problem solving
  • Strategic planning

Timeline

Project Manager /Business Operations Lead

Equitable Life Insurance
10.2018 - Current

Consultant - Product Development

Lincoln Financial Group
02.2013 - 12.2017

Customer Relationship Manager

Bank Of America
03.2006 - 09.2012

Bachelor of Science - Data Analytics

Southern New Hampshire University

Associate of Arts -

James Sprunt Community College

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Richard Wilson