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Skills

  • Banking Industry
  • Client Development
  • Crowdfunding
  • Fundraising
  • Investor Management
  • Investor Presentations
  • Management
  • Private Equity
  • Raising Equity Capital
  • Raising Loan Capital
  • Research
  • Venture Capital

Services

  • Lead Generation & Client Relations

    $100/hr Starting at $100 Ongoing

    Dedicated Resource

    Strategic planner, outside-the-box thinker, and client relations specialist with over 10 years of experience in business aairs, project management, fundraising, producing, and organizational development...

    Banking IndustryClient DevelopmentCrowdfundingFundraisingInvestor Management

About

Management Consultant, Financial Executive, Lead Generator, Client Relations Specialist

Strategic planner, outside-the-box thinker, and client relations specialist with over 10 years of experience in business aairs, project management, fundraising, producing, and organizational development. Strong track record with an unrivaled work ethic and proven success in challenging the status quo and overseeing a multitude of diverse projects while optimizing resources, lead-building and retention, and cultivating positive client relationships. Combining unwavering dedication with steadfast loyalty and reliability, consistently demonstrates positive results by improving organizational systems, manifesting company growth, and implementing innovative methodologies with an emphasis on maintaining client satisfaction.

Skills:
CRM Management with strong utilization of operations & systems
Organizational development & project management
Personable and attentive customer & client relations
Excellent interpersonal, verbal, and written communication
Attention to detail and ability to oversee multiple tasks
Solid knowledge of banking operations & human resources
Diligent, responsible, motivated, reliable, prompt, dedicated
Friendly, sociable, flexible, easy to get along with, agreeable
High client retention, engagement, and lead generation
Up-to-date knowledge of new technologies and methodologies
Unparalleled comprehensive in-depth research and analysis
Outside-of-box thinking and brainstorming to stimulate growth
Understand analytical tools and their implementation

Work Terms

Flexible availability

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