Enthusiastic Systems Administrator eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Market focused applications and systems and very Motivated to learn, grow and excel in the Financial Services Industry
Overview
4
4
years of professional experience
1
1
Certification
Work History
Salesforce System Administrator
Blacksail Capital Partners
Westport, CT
11.2019 - Current
Facilitated and managed the Salesforce database of over 10,000 contacts in both Salesforce and Mailchimp databases by using comparative and analytical tools in excel combined with online research to ensure efficient lists of outreach recipients for solicitation of referral sources and potential lending opportunities.
Increased the size of potential investment banking referral source partners by 200% from the initial value of 100 investment banking firms by using various sources of prospecting materials including but not limited to: conferences, databases, and LinkedIn Groups to support the Senior Vice President’s deal sourcing efforts.
Market Sales Specialist
FinTron Invest
Fairfield, CT.
09.2019 - Current
Performed outreach to over 100+ different school administrators, teachers and key decision makers through differing communication platforms to increase the interest in the FinTron Invest gaming platform to potentially lead into use of the FinTron Invest investing platform.
Researched and created Facts and Questions information for over 100 different topics in compliance with the FinTron Invest Compliance Officer to aid not only the FinTron Invest representatives on the platform but the potential users of the FinTron application.
Tax Preparation Intern
Paragon Management, LLC
Westport, CT
01.2019 - 01.2020
Review and performed quantitative account analysis of over 60+ different accounts for year-end tax reporting by finding mis postings in the general ledger and drafting trial balances using Yardi software to provide Financial Statement information to the outside public accountant.
Financial Representative Intern
Northwestern Mutual
Hartford, CT
06.2019 - 10.2019
Prospected Daily to over 150+ contacts through various contact methods to meet my requirements of 10 in person engagements per week resulting in 5.5 policies closed and continuing to this day through different representatives.
Education
Bachelor of Science - Finance and Accounting, Business Analytics
Sacred Heart University
Fairfield, CT
05.2020
Master of Science - Finance And Investment Management
Sacred Heart University
Fairfield, CT
08.2021
Skills
Salesforce Administration
Apache Cassandra
Database development
Relational Database Management
Good telephone etiquette
Good listening skills
Computer proficiency
Self-motivated professional
Certification
Interpersonal Communication | Project Management | Python | SQL|Excel | Financial Modeling |SIE| Life and Health License
Timeline
Salesforce System Administrator
Blacksail Capital Partners
11.2019 - Current
Market Sales Specialist
FinTron Invest
09.2019 - Current
Financial Representative Intern
Northwestern Mutual
06.2019 - 10.2019
Tax Preparation Intern
Paragon Management, LLC
01.2019 - 01.2020
Bachelor of Science - Finance and Accounting, Business Analytics
Sacred Heart University
Master of Science - Finance And Investment Management