Corporate Account Manager
Marsh
Total years of experience :10 years, 9 Months
• Managing project overall
• Pitching and presenting new projects to business leadership team
• Monitoring a massive Panda project working with all departments
• Creating a strategy that will fulfill all aspects of the business to maximize profit
• Facilitating project needs to ensure targets are met & CPS is delivered in a timely manner
• Coordinating between all project stakeholders
• Assisted the marketing team to develop brand ID, packaging and concept.
• Worked with the importation team on labeling and description for imported products
• Developed a product distribution model for pilot stores
• Developed a financial model for pricing & costing
• Supported store operation to ensure deliverables are at its best
• Seek & evaluate business opportunities
• Handle day to day business operation aspects
• Communicating with senior employees
• Sourcing new project & deals
• Evaluate business opportunities & possible partnerships
• Managing relations with investors
• Conducting due diligence on companies and fund managers by researching, reading financial statements and market data
• Keeping up to date with market developments, new investment products and all other areas that can affect the markets
• Assisted and supported the head of Asset Management working on submission funds providing recommendations
• Monitoring funds and managers on current investments and writing monthly reports
• High level understanding of a wide spectrum of asset classes
• Implementing investment strategies to the market
• Focusing on operation/manager selection due diligence
• Evaluation secondary’s and pricing of assets
• Attending events with influential speakers such as Hillary Clinton
• Networking with Senior Management
• Tracked progress on current projects and reported findings to senior level officers
• Provided support to senior executives by researching projects funded by the bank
• Assisted and supported the financial department in keeping records of new investments
• Reported to investors on their current status as well as meeting with the investors
• Ensured that the account plan aligned with client objectives and interests in order to exceed the client’s expectations
• Assisted marketing department in generating new customer leads
• Developed individualized marketing plan to target a new market niche for the company
• Worked well in a team environment and produced quality independent work assignments
• Improved knowledge of different marketing tools and techniques used in the business world
• Conducting a full research using data, students survey and interviewing graduates with different interests
• Provided loan officer and customer service services to all types of clients
• Provided complex support in the Private Banking section for affluent clients
• Cooperated with tellers to process deposits and provide outstanding customer support
• Provided customer care assistance to clients
John Hopkins Carey Business School, Washington, Dc Masters of Science in Finance Expected date of graduation 12/2012 GPA: 3.39 Relevant Courses: Finance and Capital Markets, Fixed Income, Leadership Ethics Seminar, Market Driven Strategy, Strategic Brand Management, Investments, Managing Financial Risk, Economics for Decision Making
Bachelor of Business Administration Bachelor of Accounting 05/2006 - 05/2010 GPA: 3.25 Relevant Courses: Microeconomics, Macroeconomics, Business Statistics, Accounting, Corporate Finance, Management Principles, Organizational Behaviors, International Business, MIS Marketing, Strategy and Policy, Business Communication