Jeremiah Holmes
Ashland
Summary
Dynamic Fund Manager at Falcon Co with proven expertise in economic forecasting and investment strategies. Successfully created and valued diverse alternative funds, while managing a robust client portfolio. Demonstrated adaptability and decision-making skills through premier sales at industry events, enhancing company visibility and client engagement.
Overview
3
3
years of professional experience
Work History
Customer Service Manager
Polar Bear Heating & Air
04.2024 - Current
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Followed through with client requests to resolve problems.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Created and reviewed invoices to confirm accuracy.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
- Kept accurate records to document customer service actions and discussions.
- Researched and corrected customer concerns to promote company loyalty.
Fund Manager
Falcon Co
02.2023 - 04.2024
- Worked within some of the highest levels of financial services. Overseeing the creation of many forex funds, crypto funds, and other alternatives.
- Hands on creation and valuation of many alternative investment funds within the company.
- Helped in the development of many funds including; classic cars, contemporary artworks, horse racing, etc.
- Managing a list of 500+ prospective clients.
- Premier sales experience at conferences and expos within the financial services sector.
- Worked hand on with various shopify storefronts, as well as managing all of their financials.
- Produced weekly task reports, company updates, and sales presentations for company wide meetings.
Administrative Executive
Falcon Global Capital
06.2022 - 02.2023
- In charge of managing multiple forex trading accounts up to $100,000 USD.
- Avid sales experience as well as on site training on marketing for financial services.
- Managing and booking appointments for my supervisors to meet with prospective clients.
- B2B experience in matching other financial investment firms with our company.
- Overseeing a client list of over 100+ prospective clients.
- Managing and operating our corporate wide CRM daily.
Education
High School Diploma -
Paul G Blazer High School
Ashland, KY04-2019
Skills
- Economic forecasting
- Investment strategies
- Financial markets
- Data management
- Decision-making
- Financial reporting
- Adaptability
Timeline
Customer Service Manager
Polar Bear Heating & Air
04.2024 - Current
Fund Manager
Falcon Co
02.2023 - 04.2024
Administrative Executive
Falcon Global Capital
06.2022 - 02.2023
High School Diploma -
Paul G Blazer High School
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