Zachary Brown
Wilmington,NC
Summary
Dynamic Lead Consultant at Atlas Company with expertise in project processes and client relationships. Successfully developed custom solutions, enhancing operational efficiency and client satisfaction. Proven team leader, adept at issue resolution and business analysis, fostering strong client rapport while delivering strategic insights to drive project success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lead Consultant
Atlas Company
03.2023 - 01.2025
- Developed program schedules and monitored milestones, managing production flow to guide production orders to correct and timely completion.
- Supported investment management via funding requests, baseline change requests and regular project reporting.
- Prepared project lifecycle documentation and project management plans.
- Assisted clients in fully integrating company solutions into current business environments, providing input on best practices and recommendations for maximizing utility of company solutions.
- Oversaw digital imaging, scheduling and running production on full-service orders.
- Completed required financial paperwork and contributed to financial reporting on daily sales, close-outs and bank deposits.
- Evaluated entry and exit criteria for applications, working with clients to capture enterprise technical requirements comprehensively.
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
- Developed custom solutions based upon clients' strict requirements.
Financial Advisor
Northwestern Mutual
11.2019 - 03.2023
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Studied financial documents to identify potential areas needing improvement.
Electrician/ Generator Operator
USMC Camp Lejuene
08.2018 - 07.2020
- Planned layout and installation of electrical wiring, equipment, and fixtures based on specifications and applicable code.
- Demonstrated expertise in use of cable reels, stripping tools, voltage detectors, and wire and cable cutters to complete fast-paced work.
- Responded immediately to emergency situations and implemented proper procedures to minimize impacts.
- Monitored operations to spot and report on issues for quick resolution.
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Maintained professional, organized, and safe environment for employees and patrons.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Defined clear targets and objectives and communicated to other team members.
Education
BBA - Entrepreneurship
American Military University
Charles Town07-2024
Skills
- Data warehousing
- Project processes
- Team leadership & development
- Project analysis
- Client relationships
- Issue resolution
- Business analysis
- Analysis & evaluation
- Organizational development
- Client service and rapport
Accomplishments
- Marketing Consulting - Advised and assisted major computer companies, small businesses and non-profit organizations in business startup, business plans, marketing, public relations and communications with a 93% success rate.
- Consumer Research - Effectively executed new marketing outlines based on market research data collected to reflect consumer interest on both tactical and strategic levels.
- Data Organization - Classified, recorded and summarized numerical and financial data to compile and keep financial records.
Certification
- Microsoft Certified, Dynamics 365 Fundamentals – Microsoft Corporation.
- Salesforce Certified Administrator – Salesforce.
- Google Analytics Individual Qualification – Google.
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Lead Consultant
Atlas Company
03.2023 - 01.2025
Financial Advisor
Northwestern Mutual
11.2019 - 03.2023
Electrician/ Generator Operator
USMC Camp Lejuene
08.2018 - 07.2020
BBA - Entrepreneurship
American Military University
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