Niesha Beckwith
Corporate Portfolio Business Analyst @Wells Fargo
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WORK HISTORY
Corporate Portfolio Business Analyst @Wells Fargo
Collaborate with global corporate clients and internal teams to manage portfolios, ensure compliance, and resolve account issues.• Lead configuration discussions, present insights to senior leadership, and provide tailored solutions.• Utilize Salesforce and CRM platforms to monitor activities, manage risks, and drive efficiency.• Support onboarding, conduct due diligence, and enhance client satisfaction through proactive outreach.Key Achievements:• Spearheaded process improvements that increased efficiency by 10%.• Delivered actionable insights on internal processes to mitigate risks, enhancing regulatory compliance.
EDUCATION
Southern New Hampshire University
Bachelor of Science - BS
ABOUT NIESHA BECKWITH
Dynamic and results-driven sales professional with over 15 years of experience in technology and financial services. Proven track record in exceeding sales quotas, building customer relationships, and driving business growth. Expert in leveraging CRM platforms like Salesforce, leading cross-functional teams, and delivering exceptional customer experience. Adept at prospecting, lead generation, and managing complex corporate COMPETENCIES • Strategic Sales & Business Development• CRM Systems (Salesforce, Hogan, Shared Risk Platform)• Relationship & Stakeholder Management• Corporate Account Management• Prospecting & Lead Generation• Risk Analysis & Compliance• Process Improvement (Lean Six Sigma Green Belt)• Advanced Microsoft Office SuiteI am always open and eager to make new connections and love networking with different professionals. Please feel free to connect with me via my LinkedIn inbox or email me at N•••••@NBeckwith.com.
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