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Resume for Theresa Cousens

Theresa Cousens

166 Howard Street, Northborough, Massachusetts 01532

(508) 393-1936  |  theresacousens@gmail.com

www.linkedin.com/in/theresacousens

 

Summary

 

Project and Financial Analyst professional with over 15 years’ experience. Collaborates effectively with senior leadership teams to anticipate and ensure positive project outcomes while working with cross-functional groups to build relationships and meet diverse stakeholder needs on time and within budget. Enthusiastic and organized professional acknowledged for accuracy and dependability. Highly motivated with proven adaptability. Knowledgeable and experienced in numerous critical project and financial management practices.

 

Core Competencies

 

·           

Budget Forecasting

·           

Estimates to Complete (ETCs)

·           

Critical Thinking

·           

Oracle R12

·           

Microsoft PowerPoint

·           

SAP/R3

·        

Variance Analysis

·        

Estimates at Complete (EACs)

·        

Detailed Analysis

·        

Microsoft Excel

·        

Microsoft Word

·        

Oracle Business Intelligence

·        

Earned Value

·        

Risks and Opportunities

·        

Work Ethic

·        

MPM

·        

Salesforce

·        

Business Warehouse

 

Professional Experience

 

AMERICAN SCIENCE AND ENGINEERING, Billerica, MA      2008-2014

Senior Project Control Specialist

Planned, analyzed, controlled, and provided status reports on projects of varying contract type, size, complexity, and risk. Coordinated with subject matter experts across the business, including Program Management, Operations, Finance, Accounts Receivable, Contracts, and Procurement. Completed revenue forecasts, ROIs and monthly EACs.

·        

Established and maintained monthly cost/schedule baselines and budgets based on program requirements resulting in on-time delivery of EACs and program deliverables.

·        

Created and managed mandatory quarterly EACs to meet SOX requirement.

·        

Managed monthly project review with project team leads resulting in more effective communication across functions and strengthened PM and analyst relationships.

·        

Developed and championed month-end and quarter-end close process improvements, adoption reduced financial close cycle time by 40% and improved internal controls due to more timely data.

·        

Created Oracle Business Intelligence dashboards to meet ongoing business needs and developed guidelines for ad-hoc queries to address business and IT goals.

·        

Facilitated rollout and training of the Oracle Business Intelligence platform.

·        

Provided hands on tutorials and production support after rollout to business partners.

·        

Prepared and analyzed revenue forecast model to create high quality estimates based on sales pipeline.

·        

Managed overhead cost and analysis for Parcel X-Ray Imaging Product Line Operations Manager.

·        

Managed the setup and functionality of the project finance module in Oracle.

 

RAYTHEON COMPANY, Marlborough, MA

Sr. Program Cost & Schedule Analyst, Command and Control Systems      2001-2007

Financial tracking, control and analysis of costs and schedules for multi-million dollar programs. Performed analyses and prepared reports in order to ensure that contracts were within negotiated and agreed-upon parameters and government cost control guidelines. Participated in the preparation of budgets and schedules for all contract work and performed or assisted in financial analyses, such as funding profiles, sales outlook, and variance analysis. Maintained accurate records of expenditures.

·        

As a subcontractor for a secret Air Force program, monitored, tracked, and prepared monthly reconciliation of labor and cost data for our customer.

·        

Prepared weekly and monthly sales forecast, EACs, and monthly invoices for multiple programs.

·        

Financial tracking of any program contractual modifications.

·        

Prepared monthly variance analysis as necessary.

·        

Monitored and tracked all bookings and prepared monthly booking report.

·        

Worked together with Business Development for bookings and sales forecasts and trends.

·        

Consolidated sales, profits and cash for all programs within Command and Control Systems Division for next level reporting.

Financial Analyst/Team Lead II, Army Systems      1995-2001

As Financial Analyst, worked on various programs utilizing the Earned Value Management System (EVMS) requirements. Included preparing customer cost performance reports (CPR) and cost schedule status reports (CSSR) as required by the government. Worked with cost account managers on preparing monthly and quarterly budgeted cost of work performed (BCWP), budgeted cost of work scheduled (BCWS), and actual cost work performed (ACWP). Prepared monthly Latest Revised Estimates (LREs).

·        

Worked with cost account managers on variance analysis reports.

·        

Supported all customer inquiries relative to Earned Value Management.

·        

Generated and prepared Cost Schedule Status Report (CSSR) on Firm Fixed Price (FFP) and cost type development army programs.

·        

Prepared monthly sales forecast for Program Management.

·        

Interfaced with the customer as necessary.

·        

Prepared and presented quarterly profit review information.

·        

Supported all EDL Earned Value Programs.

 

Education

 

NORTHEASTERN UNIVERSITY, Boston, MA, Bachelor of Science, Business Administration

 

 

DURHAM TECHNICAL COMMUNITY COLLEGE, Durham, NC, Accounting

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Resume for Jessica Vandal

Jessica Vandal                                                                               978-866-1151

42 Tanglewood Drive, Dracut, MA 01826

Jvandal424@gmail.com

 

OBJECTIVE

Seeking part time or full time employment with an opportunity for professional development in a field that will enhance my education.

 

SUMMARY OF QUALIFICATIONS

·        

Proven ability to quickly learn new products and processes

·        

Ability to work independently and collaboratively

·        

Creative thinker

·        

Experienced with Microsoft Office applications

 

PROFESSIONAL EXPERIENCE

Sales Associate, Forever 21, Salem, NH        April 2015 – Present

·        

Maintain store appearance

·        

Deliver a great shopping experience for our customers.

 

Shift Supervisor, First Chance Convenience, Pelham, NH    July 2014 – February 2015    

·        

Provide assistance and customer service

·        

Stocking inventory

·        

Maintain store appearance

·        

Manage and help new employees

 

Sales Associate, Victoria’s Secret, Nashua, NH         August 2011 – December 2012         

·        

Provide excellent customer service

·        

Maintain store appearance

 

EDUCATION

Part-time Student                                University of Massachusetts, Lowell, MA

                                                            Bachelor of Science in Business

Concentrations: Management and Marketing

 

VOLUNTEER SERVICE

·        

Town of Dracut, Town Clerk’s Office; Office Assistant

·        

Dracut Food Pantry: Stocker/Organizer

·        

Brookside Elementary School; Teachers Assistant

 

INTERESTS

I am a traveler, a friend, and a partner. My interests include writing, hiking, kayaking and refinishing furniture.

 

 

 

Resume for Rosemary K. Collamer

Rosemary K. Collamer  

 851 Salem Road              Dracut, MA 01826  

Res. (978) 688-1962    Cell (978) 758-1278                        

collamer@comcast.net      

 

 Profile 

Energetic, goal oriented customer relations professional with additional experience in sales and marketing

Computer Skills

Proficient in Microsoft Office Systems in addition to job specific software programs

Qualifications        

Extensive experience in retail sales and newspaper advertising sales

Provided technical assistance to taxpayers through telephone interaction

Reviewed amended tax returns for accuracy and made necessary adjustments

Interviewed applicants and analyzed financial data to determine their eligibility for state SNAP program

Conducted interactive interviews both on the telephone and face to face

Used software program to determine client eligibility based on  household size and income levels 

Answered all questions on client status

Resolved customer issues in compliance with state benefit requirements and policies  

Provided excellent customer service working as a customer relations/sales professional

Evaluated client skills to assist in job placement

Developed new curriculum as a career specialist

Generated $ 30,000-$60,000 monthly in new advertising revenue as an account executive

 

Professional Experience  

Macy’s Department Store, Mall at Rockingham Park, Salem NH

Customer Service/Sales Associate   2009-Present   (Part Time Position)   

Meet and exceed daily sales goals on a consistent basis

Assist customers with all questions regarding merchandise and  increase sales at point of   purchase

Operate cash register to process sales, returns, exchanges and payments on customer       accounts

Open new credit cards for applicants

Recover merchandise and do inventory as needed

Hallmark Marketing Company, Methuen MA

Retail Merchandiser    2013-Present (Part-Time Position)

Responsible for routine maintenance and inventory of the greeting card department in a retail store

Order, restock, straighten and organize products and displays

Perform product changeovers for various holidays throughout the year

    

Internal Revenue Service, Andover, MA

Contact Representative    2012-2013 (Seasonal Position)

Provided technical assistance to taxpayers through telephone interaction

Addressed a wide range of issues/ problems that required unique taxpayer solutions 

Applied the tax code to assist taxpayers in meeting their tax responsibilities

Reviewed amended tax returns for accuracy and made necessary adjustments

Made determinations to resolve taxpayer disputes and delinquency issues

Developed, analyzed and evaluated information involving the research of computerized records by accessing multiple online/database systems                          

Commonwealth of Massachusetts Department of Transitional Assistance, Milford, MA

Benefits Eligibility and Referral Social Worker   2010-2011

Analyzed data to determine applicants initial and ongoing eligibility for the Department of Transitional Assistance SNAP program 

Conducted interactive interviews by phone and in person using the agency’s PC based eligibility system  

Answered all incoming calls on client benefit status

Obtained and verified client information and calculated accurate benefit levels

Performed all tasks related to case maintenance including referrals to other state agencies

Prepared and delivered explanations of eligibility decisions

The Eagle Tribune, North Andover, MA

Advertising Sales Consultant   2008-2009

 

Consistently generated new advertising revenue and increased current business   

Interviewed clients to evaluate their advertising needs and proposed  effective advertising solutions 

Created new promotions to increase sales

Designed advertising layouts and to meet customer specifications

The Career Place,   Malden, MA

Career Specialist   (Contract Position) 2007-2008

 Interviewed clients to determine career goals and interests

 Provided job search assistance by developing resumes and cover letters

 Developed and taught new career workshops to aid job seekers 

 Assisted clients with electronic job search needs

 Taught computer classes in Word and Excel

 Documented and updated client job search requirements and attendance in MOSES

The Lowell Sun, Lowell, MA                                                                                                        

Retail Advertising Account Executive   1993-2006  

Maintained strong customer base and developed new advertising business within assigned territories

Enthusiastically promoted all special advertising sections

Developed positive relationships with advertising clients by providing excellent  customer service

Created theme pages to generate additional revenue

 

Education

    Suffolk University, Boston, MA

    Bachelor of Science Journalism/ Marketing Communications

    Graduated Magna Cum Laude

 

    Millennium Training Institute, Lowell, MA

    Certificate Business Services Administration Program 2007

Resume for Laurel Haug

LAUREL A. HAUG

20 Woodland Drive, #313

Lowell, MA  01852

(978) 458-7664

haug89@comcast.net

www.linkedin.com/in/laurelhaug

 

SUMMARY

 

Self-motivated, detail oriented professional Administrative Assistant with excellent computer and organizational skills as well as strong communication skills delivered in a helpful and pleasant demeanor.  A productive team member with follow-through and ability to develop creative solutions to problems.  Proficient in Word for Windows, Excel, Lotus Notes, PowerPoint, Outlook, SharePoint, Adobe and Internet.

 

CORE SKILLS

 


  •        MS Office  2007, 2010                                                                                                                 
  • Meeting Coordination
  • Office Procedures
  • Supplies Management
  • Record Maintenance
  • Communication Skills 


EXPERIENCE

 

Volunteer:

OFFICE ASSISTANT

LOWELL TELECOMMUNICATIONS CORPORATION, Lowell, MA                                         2014-Present

  • Provides service of greeting arrivals and professionally determine nature of inquiry.
  • Updates database for members and scheduling use of equipment and meeting rooms.
  • Effectively answers and directs telephone calls to appropriate departments.
  • Special projects for management team organizing files and creating documentation to work more efficiently.

 

ADMINISTRATIVE ASSISTANT 

Selected Accomplishments

  • Improved cost savings of office equipment, corporate credit cards and cell phones.
  • Implemented training programs so company would comply with standards.
  • Integrated online library for internal documents such as compliance letters and committee reports to easily facilitate retrieval of files. 

Primary Responsibilities

  • Managed office coordination of department using Microsoft Windows, databases and Internet to benefit company.
  • Skilled at coordinating and organizing meetings in a timely manner by gathering materials and equipment setup.
  • Interacted with clients from outside organizations and members from other departments to improve communication.
  • Set up and scheduled Human Resource interviews for the new applicants and maintained employee records.
  • Organized company outings, luncheons and special events to maintain company morale.
  • Generated quarterly review and presentations for department to comply with external audits.
  • Troubleshoot problems with office equipment to function properly and dealt with sales and service.
  • Achieved productivity by creating templates and other problem solving solutions leading to time savings.

 

ADMINISTRATIVE ASSISTANT EMPLOYMENT

 

COVENANT HEALTH SYSTEMS, Tewksbury, MA                                                                       2005-2013

ENTEGRIS INC., (formerly Microelectronics Division of Millipore), Billerica, MA                              2002-2005

MILLIPORE CORPORATION, Bedford, MA                                                                                 2000-2002

 

EDUCATION

 

SALEM STATE UNIVERSITY, Bachelor of Arts, Salem, MA

 

Notary Public, Commonwealth of Massachusetts

Resume for Tim Callahan

Tim Callahan                  978-501-9212                 timothyjcallahan@live.com                     in/timothyjcallahan

 

Experienced Leader of Global Customer Facing Technical Teams supporting Enterprise Software Solutions

 

Technical Support Team Leader | Sales Engineering | Consulting Services

 

 

PROFILE

 

Technical Operations Executive with a degree in Management and 15+ years’ experience managing global technical organizations and supporting the sale of enterprise software solutions and services to large global customers.  Managed and provided leadership for teams within Worldwide Customer Support, Pre-sales Engineering and Professional Services.

 

  • Directed an organization of over 100 team members in multiple locations throughout North American and EMEA.  The customer support team also supported Latin American, Asia Pacific, and Japan.
  • Strength in training, recruiting, selecting, developing and inspiring both staff and cross-functional talent toward the successful implementation of customer initiatives.  Known for skills in successfully integrating incompatible groups. 
  • Skilled at resolving high visibility technical support issues raised by the sales organization that leverage significant revenues.
  • Progressive growth to senior technical operations roles with customer service cross border responsibilities that positively impacted revenue generation and product direction.  Member of Senior Leadership Team which oversaw company direction.
  • Business owner of large internal project initiatives, including SAP, SFDC, and Oracle.  Lead project to secure and protect internal sensitive customer information to satisfy PCI and HIPPA regulations. 

 

 

SKILLS

 

Management | Leadership | Budgeting | Motivating | Problem Solving | Communicative | Self-sufficient | Presenting | Team Building | Decision Making | Mentoring | Prioritizing | Implementing Decisions | Global Experience | Project Management | Staffing | Recruiting

 

Microsoft Office | SAP Software | Webinar Software Skills | Computer Skills | Managed File Transfer | VMWare skills | Citrix knowledge Linux | Siebel | SFDC | Cognos | Access

 

 

EXPERIENCE

 

ATTACHMATE CORPORATION – Offering solutions to integrate existing systems with emerging technologies securely.                             1990 - 2015         

 

Senior Director of Global Technical Support, Cambridge, MA                                                                                           2014 - 2015Promoted to lead Worldwide Technical Support which included direct management of teams in multiple global locations, reporting directly to the President and General Manager.  Responsible for managing a global team in multiple locations.

  • Directed the implementation of technical support services ensuring consistent quality support and customer service.
  • Additional role as Customer Success Manager building and maintaining relationship with at risk accounts having challenging support issues.
  • Continued role as leader of North American Professional Services implementation team.
  • Represented Global Support and services in major project initiatives including Salesforce.com and SAP.
  • Created, Managed and participated in customer support escalation process, which balanced optimized resources to resolve critical customer issues.  Result was consistently positive feedback and software renewal rates over 90%.
  • Participated in project to blend and combine multiple business unit support teams to one global organization. 
  • Initiated multiple programs and strategies that enhanced professional services delivery and reduced costs significantly.  Exceeded 100% of services revenue in both Fiscal Year 2014 and 2015.
  • Project managed engagements with customers such as Verizon, JP Morgan Chase, AT&T, DISA, United Airlines, & the IRS.

 

 

 

Tim Callahan           978-501-9212               timothyjcallahan@live.com                               PAGE 2

 

 

Senior Director of Technical Services, Waltham, MA                                                                                                            2003 – 2014

Promoted to Senior Director with Profit and Loss responsibilities tasked with defining strategic direction and leading operations that encompassed customer service, pre-sales and professional services at both local and corporate levels, consulting with both partners and high visibility customers, and managing a North American and global team of over 100 personnel.

  • Recruited consultants, managed staffing and delivery, and was responsible for P&L for North American professional services organization.   Created Statements of Work, and lead, organized, and responded to RFP’s.
  • Designed incentive programs for sales engineers that significantly improved service, increased customer satisfaction and built customer loyalty that measurably contributed to follow on business.
  • Deployed Sales Engineering.com, a pre-sales training program designed to drive technical sales productivity, expand revenues and reduce costs.  The system was deployed worldwide and contributed substantively to closing one of the largest company contracts for over 15 million dollars.
  • Certified Scrum Master Training Certificate.
  • Maintained global ownership for ensuring the long term success of customers and partners. 
  • Developed and deployed comprehensive strategies to target and close services business and expand consulting services raising gross margin 30%, consistently meeting or exceeding targeted profit margins over the period.
  • Optimized delivery of complicated demonstrations from 2 – 3 days to less than 3 hours using VMware technology.
  • Instituted aggressive revenue building strategies post-merger attaining revenue goals of over 115%.  Exceeded quota targets and awarded Presidents Club status 5 of 6 years eligible. 

 

 

Director of Systems Engineering Operations, Seattle, WA                                                                                                                 2000 - 2002

Lead and managed a worldwide pre-sales systems engineering team and took the lead role in overseeing rapidly growing technology requirements that demanded increased skills and product knowledge.

  • Built and executed an organization approach that created a dynamic learning environment and built best practices across the operation.  The result was a highly responsive team to support revenue growth.
  • Reorganized the entire technical management team that significantly increased customer success.  The result was growth of 20%, lower costs and increased skills for the sales engineers.
  • Directed development resources to improve customer experience for our key customers.
  • Wrote and deployed new policies to ensure escalation of technical issues that improved communications and response time to customer problems.

 

 

Director of International Systems Engineering and Field Requirements, Seattle, WA                                                              1998 - 2000

Promoted and relocated to corporate office. Tasked with integrating the international technical organization with the North American and corporate technical team to increase communication and create tighter linkages with a growing worldwide customer base.

  • Planned, coordinated and delivered comprehensive three month worldwide technical training. 
  • Managed Corporate Sales Engineering team.
  • Worldwide training project accelerated technical skills on a host of new product offerings.
  • Initiated project to provide customers with access to production ready technology over the Internet decreasing the sales cycle and increasing revenue by providing easier access to demonstrations. 
  • Increased communication and created tighter linkages with a growing worldwide customer base.
  • Met with international customers to assess current solutions and identify emerging requirements. 
  • Investigated opportunities to expand the product line and meet future customer requirements.

 

 

EDUCATION | TRAINING

 

  • BS, Management, University of Massachusetts, Lowell, MA

Resume for David F. Danehy

David F. Danehy

508 Stow Road

Marlborough, MA 01752

DFDanehy@msn.com

508-481-8674   

_____________________________________________________________________________________________       

SUMMARY 

Senior product manager with extensive experience marketing medical devices in cardiology, defibrillation, fetal and patient bedside monitoring. Successful track record in developing and implementing innovative global strategies and programs resulting in new market segment growth. Particularly effective in determining customer needs and translating them into profitable, revenue generating new products. Expertise in profitably growing commodity product lines. Experienced in various consumable sensor measurement technologies. Recognized ability to motivate and direct cross-functional teams. Team player with excellent oral, written and interpersonal skills.

ACCOMPLISHMENTS 

  • Grew Non Invasive Blood Pressure product line by 14% through new product introductions, vendor consolidation, product pricing and product repositioning.
  • Grew fetal sensor business by 12% via new product introduction, promotions and converting clinicians over to new technology via special sales/training tool.
  • Overturned negative ECG sensor business worldwide via new products, specialized sales tools, promotions and new channel development.

COMPETENCIES 

Strategy Development

Customer & Business Research

Product and Design

Management and Communication

  • Strategic planning
  • Market analysis
  • Competitive assessment
  • Solid launch experience
  • Quantitative and qualitative research methodology
  • Vendor selection and evaluation
  • Segment analysis

 

  • New product needs assessment
  • Product  forecasting
  • Pricing strategy
  • Channel Partnership
  • Strong team player; motivates cross-functional participants
  • Trains and motivates sales force
  • Trains and guides new team members
 

 

EXPERIENCE 

Harvard Bioscience, Holliston, MA

Global Product Marketing Manager Cell Physiology 2014

  • Marketed cell electrophysiology equipment via trade shows, email promo campaigns, advertising and sales channel partner training for electroporators, electrofusers, Multi Electrode Assays and Patch Clamps.

Medical Development Group, Waltham, MA    

Program Central Committee Marketing Consultant 2012- 2015

  • Recruited, interviewed CEO’s to perform needs analysis for development of CEO Breakfast Forums with MDG President.
  • Acting as consultant developed process for reaching out to non-members to solicit participation in 1 day Combination Products Seminar at Lahey Clinic. Assisted in seminar operations.
  • Participated in Program Central Committee activities. Improved participation at member forums through internet forum speaker questionnaire.
  • Developed speaker forums and marketed them though social media
  • Attended Promote Your Business through Social Media-JVF Solutions class.
  • Professional Development Corp. Scrum/Agile Intro and Review class 

  

Philips Healthcare Software Customer Services, Andover, MA        

Cardiology IT Services Market Manager 2010-2011

  • Launched new service contract products for Xcelera R3.2 PACS software informatics system and for the Patient Informatics and Hemodynamic Monitoring for cath labs.
  • Managed cancellation of service contracts for out-of-support EasyAccess PACS system.
  • Supported sales and contract departments in sales negotiations by reviewing/editing changes to contract terms and conditions.

Barnev, Inc.,Andover, MA                                                         

Product Manager/Consultant 2009

  • Participated in clinical trials and interviewed clinicians on labor progress monitor and its sensors for a small venture capital funded company. Recommended improvements to sensor design and clinical instructions for use.

Philips Medical Systems Sensors and Consumables,Andover, MA       

Senior Product Manager 2005-2008 

  • Developed awareness program for Philips ECG electrodes including first world wide pitch point brochure with market segment slip sheets to customize brolder for each customer.
  • Released Disposable Adult Electrode Lead wire sets. Launched first co-branded disposable electrode lead wire sets with Cardinal Health.
  • Developed new neonatal electrode for high humidity environment.
  • Built product plan for ECG electrodes targeting ambulatory and Neonatal ICU markets.
  • Met fetal segment revenue growth of 12%. Achieved yearly forecasted volume targets for Single and Double Spiral Fetal Scalp Electrodes.
  • Converted FY06 ECG electrode segment decline into growth segment to 1%. Prior year showed negative 3% growth.
  • Defined a 2-3 year consumables product strategy for fetal sensor business.
  • Introduced products and strategy for Japan ECG electrode market with sales development team.
  • Developed a comprehensive strategy for growing the cuff business – Cuff Rationalization Project. Grew NIBP segment 14%.
  • Defined and drove all CO2 new product sensor activities. CO2 segment grew 23%. 
  • Defined, documented and trained the product marketing team on key marketing processes including world wide pricing and forecasting.
  • Defined market model for Brookside Non-invasive Blood Pressure Conjoint Analysis pricing study.
  • Composed device requirements and executed concept testing for cuff universal connector project.

                           

Product Manager 2001-2004

  • Successfully launched Antimicrobial X Long cuffs, adapters and Bulb/valve kit. Surpassed NIBP stretch revenue growth goal of 32%.
  • Met fetal stretch revenue goal of 26%.
  • Undertook Supplies Marketing liaison role for Philips worldwide Phoenix SAP transition Team. Worked with Product Data Management in defining New Product Introduction Pricing Process for new SAP system.
  • Led cross functional team to develop product plan and long term strategy for pressure cuffs, fetal products and invasive blood pressure transducers.
  • Coordinator of annual worldwide product pricing review for 2003-2008.

 

COMPUTER TECHNICAL SKILLS

MS Word        PowerPoint     Excel   Outlook   SAP   Salesforce.com   WordPerfect

EDUCATION

Harvard Business School, Cambridge, MA Executive Education, Marketing Innovative Technologies

Boston College, Chestnut Hill, MA, MBA, Business Administration

Boston College, MS, Completed course work, Teaching Assistant Scholarship requirements for Developmental Bio

Boston College, Chestnut Hill, MA, BS, Biology

Meet Harlyene Goss of HD Merrimack

meds
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meds
 

Meet Walter Wise of BPI Strategy Group

walt

BPI Strategy Group
15 New England Executive Park
Burlington, MA 01803

Phone: 617-532-0918
Fax: 603-262-1503
Email: info@bpistrategy.com

Job Listing

JOB DESCRIPTION

Position Summary: Programs Marketing Mgr and SalesAssistant – Financial Services

We are seeking an enthusiastic professional and exceptionally organized individual to join our fast growing Financial Planning/Investment Management company in the Greater Lowell area.  This individual will be responsible for client communication, both verbal and written as well as marketing activities.  The position is the first and sometimes primary contact with clients; therefore, the position must maintain those relationships by delivering superior customer service, problem solving, and follow-up.  Often is the liaison between the client and the advisor.  Specific responsibilities will include:

  • Prepare client reports
  • Provide or obtain updated client information
  • Schedule client meetings
  • Troubleshoot problems and assist with compliance related duties
  • Submit and follow up on necessary paperwork
  • Keep our proprietary CRM current with updates
  • Manage company social media postings
  • General clerical duties
  • Coordinate all marketing activities including seminars, dinners and other events
  • Manage and coordinate all marketing, advertising and social media campaigns
  • Develop and manage all marketing plans and projects
  • Monitor, review and report on all marketing activity and results
  • Determine and manage the marketing budget
  • Report on return on investment and key performance metrics

Education Requirements

  • Requires an associate’s degree or its equivalent
  • Must have at least 3 years of experience in the financial services/Financial Planning field or in a related area
  • LPL Financial technology knowledge preferred but not required

Specific Knowledge and Abilities Required    

  • Strong scheduling and organization skills a must
  • Relies on experience and judgment to plan and accomplish goals
  • Strong writing & verbal communication skills
  • Knowledge of MS Office and all its tools (MS Word, Excel, Outlook, & PowerPoint)
  • Ability to multi-task, organize and complete projects
  • Entrepreneurially spirited, ability to think outside the box to help the company grow
  • Working knowledge of financial planning and investment products and services such as Mutual Funds, Stocks, Bonds & IRAs
  • Able to work with a high degree of integrity, diplomacy, confidentiality and interpersonal skills
  • The ability to integrate specific compliance procedures when executing all other required duties
  • The ability to properly handle confidential information

Please apply if you are:

An emerging professional who is looking to be an integral part of a dynamic and highly functioning team, with a path towards management as we grow. Opportunity is there to develop your own clientele and build a financial advisory practice of your own if you choose that path