Joshua Jones - Client Services Manager Resume Simple
I am a highly motivated, results-oriented, and dedicated professional with a verifiable record of accomplishment spanning over 15 years of experience in the areas of customer service, and human resources.
  • securities, marketing, private equity
  • real estate, acquisitions, clients, databases
  • 2017-12-262017-12-26

    Client Services Manager

    Corner Store

    • Work with marketing team to develop and execute private equity securities. Track and monitor portfolio performance. Identify and analyze potential investment opportunities.
    • Create and maintain a strong working relationship with the client. Develop and implement a plan to achieve the goals of the business.
    • Work with the client to develop and implement a new business plan to ensure that the firm is in compliance with the company's policies and procedures.
    • Work with the sales team to develop and implement a new marketing campaign to increase brand awareness and retention. This includes the creation of a new client base, and the development of a comprehensive financial plan.
    • Responsible for the development of new business opportunities and the creation of a new client base. This includes the creation of a new product and services.
    • Manage the development of the new York City social media program. Develop and maintain a network of the community.
  • 2017-12-262017-12-26

    Marketing Financial Analyst

    Automeca Technical College

    • Developed and maintained real estate databases for clients and prospects. Participated in the acquisitions of the company. Provided support to the CFO.
    • Analyzed and reported on the company's financial performance and key performance indicators. Developed and maintained a model to track and report on the company's investment portfolio.
    • Assisted in the preparation of the annual budget and quarterly forecasts. Prepared and analyzed monthly and quarterly financial reports.
    • Analyzed and reported on the sales, gross margin, and gross margins by product line. Prepared and presented monthly and quarterly financial results.
    • Developed and maintained financial models to analyze and forecast future revenues. Prepared monthly and quarterly revenue and expense forecasts.

 Diversified Risk Management, Inc. 

 Scanning and Data Solutions Ltd