Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Scott Miller

Stamford,CT

Summary

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

Sacred Heart University
Scott Miller