Houston Potts
Littleton
Summary
Dynamic professional with a proven track record at Vanguard in client relationship management and investment strategy. Expertise in data analysis and trend identification drives financial success for high-net-worth clients. Proficient in Microsoft Office and Power BI, delivering impactful solutions that enhance client engagement and satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
High Net Worth Client Representative
Vanguard
Scottsdale
08.2022 - Current
- Oversaw multiple departments to ensure alignment with client needs and services.
- Identified opportunities within Vanguard advisor program to enhance client financial goals.
- Registered and opened accounts for new high-net-worth clients, outlining Vanguard benefits.
- Facilitated investment option understanding to support informed financial decision-making.
- Analyzed customer data to reveal trends in consumer behavior.
Recreation Leader
The Town of Gilbert
Gilbert
09.2019 - 02.2022
- Managed membership cancellations and renewals for patrons transitioning between insurance programs and Freestone Recreation Center.
- Coordinated diverse classes to boost community engagement within the facility.
- Ensured compliance with safety standards while overseeing general maintenance of the building.
- Maintained accurate time and attendance records along with inventory management.
Data Anaylysis/Marketing Manager
Arizona Student Transportation Institute
Gilbert
09.2016 - 12.2020
- Managed marketing sales to companies regarding third-party testing for CDL licenses under Arizona Department of Transportation standards.
- Conducted data analysis on operating costs to identify potential future trends using logistical graphs.
- Maintained documentation of billing expenditures for future reference and audits.
Education
BA - Kinesiology
Arizona State University
Phoenix, AZ01.2020
Skills
- Data analysis and insights
- Client relationship management
- Investment strategy
- Trend analysis
- Marketing strategy
- Project management
- Microsoft Office and Power BI
- Python programming
- Excel proficiency
Certification
- Series 7
- Series 66
- Class B CDL with passenger endorsement
- SIE Exam
Accomplishments
-Above and beyond Award (Vanguard)
-Eagle Scout award
References
References available upon request.
Timeline
High Net Worth Client Representative
Vanguard
08.2022 - Current
Recreation Leader
The Town of Gilbert
09.2019 - 02.2022
Data Anaylysis/Marketing Manager
Arizona Student Transportation Institute
09.2016 - 12.2020
BA - Kinesiology
Arizona State University
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