Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
CustomerServiceRepresentative

Roman Ellefson

Investment Banking Analyst
Scottsdale,AZ

Summary

Focused customer relations professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations.

Overview

3
3
years of professional experience
5
5
years of post-secondary education
2
2
Languages

Work History

Client Relationship Associate

Vanguard
Scottsdale, AZ
12.2021 - Current
  • Coordinated and executed a problem solving team of 5 that helped identify areas of waste using LEAN methodologies.
  • Executed 40+ transactions for clients including ETF, mutual fund, and stock trades as well as ACH and wire transfers daily.
  • Forged rapports with clients in order to discuss portfolio holdings and tailor effective investment guidance discussions through ThomsonOne and Vanguard website.
  • Led with empathy and CRM skills to uncover client pain points and provide solutions in a timely manner.
  • Positioned digital pathways for clients in order to become self sufficient and reduce physical waste by 40%.

High Net Worth, Senior Associate

Vanguard
Scottsdale, AZ
09.2021 - 12.2021
  • Acted as the initial point of contact to solicit 20+ clients for Vanguard's Digital Advisor and Personal Advisor Services on a daily basis
  • Created sales cases using Microsoft Dynamics in order to track the sales cycle for Vanguard clients considering advice options
  • Developed an enhanced knowledge of 100+ Vanguard products to assist clients with requests such as ACH, check, or wire redemptions
  • Fostered rapports with clients in order to address clerical needs such as bank authentications, beneficiary maintenance, or transaction history questions


Chief Operating Officer

Ellefson Coffee Co.
Scottsdale, AZ
06.2020 - 09.2021
  • Drove performance initiatives, facilitating 15% revenue increase.
  • Increased margins by 10% and revenues by 20% with cross-selling and pricing initiatives.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.

Executive Assistant

Danny Zelisko Presents
Paradise Valley, AZ
01.2019 - 03.2020
  • Developed and completed over 90+ advertising budgets for performances across the United States.
  • Engineered an Excel spreadsheet that would identify past performances with current based upon revenue.
  • Identified media outlets for strategic partnerships in order to increase revenue by 10% in new markets.
  • Screened 40+ calls and emails daily and responded accordingly to support executive correspondence.
  • Upheld strict timetables by maintaining accurate, balanced calendars on Microsoft Outlook
  • Used Eventbrite, Microsoft Excel, and TicketMaster to prepare documents, reports and presentations for 100+ shows.

Education

MBA - Finance

Grand Canyon University
Phoenix, AZ
07.2018 - 04.2021

BBA - Global Business

Northern Arizona University
Phoenix, AZ
08.2016 - 05.2018

Skills

Business development expertise

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Accomplishments

  • Achieved whole rescission for a client through effectively helping with equity trade support.
  • Documented and resolved client concerns related to fraud which led to greater client satisfaction and morale.

Timeline

Client Relationship Associate

Vanguard
12.2021 - Current

High Net Worth, Senior Associate

Vanguard
09.2021 - 12.2021

Chief Operating Officer

Ellefson Coffee Co.
06.2020 - 09.2021

Executive Assistant

Danny Zelisko Presents
01.2019 - 03.2020

MBA - Finance

Grand Canyon University
07.2018 - 04.2021

BBA - Global Business

Northern Arizona University
08.2016 - 05.2018

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Roman EllefsonInvestment Banking Analyst