Percy Mottley
Business Analytics & Consulting ♦ Market Research & Industry Innovations ♦ Operations Improvements & Strategic Growth
- Role
- Personal Advisor, Operations Associate at Vanguard
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Percy Mottley
Summary As an accomplished Business Analytics and Legal Consultant with 5+ years of experience ensuring smooth operations and positive client experiences in the financial sector, I’ve discovered that my successes have been achieved by dedicating myself to a comprehensive understanding of all aspects of legal and fiscal best practices, operations, and methodologies; establishing a solid base of industry knowledge and education ensures a top-quality experience going forward.I specialize in market research, developing new initiatives and strategies that will bring my organization to a new era of customer service, satisfaction, and growth. Areas of Expertise Market Research • Team Coordination • Communication • Business Operations • Data Analytics • Reporting • Team Leadership • Strategic Planning • Account Management • Bookkeeping • Requirements Gathering • Legal Documentation Key Achievements Track market economy and develop reports following trends, innovations, and changes. Recommend strategic financial product and service implementations for clients, covering insurance, debt, and investment. Prepared case summaries and related material for mediation conferences.Please feel free to contact me at c••••••@gmail.com.
Experience
Personal Advisor, Operations Associate
Feb 2022 — Present · Malvern, PA, US
In this position, I monitor my assigned client accounts, recommending strategic financial product and service implementations for clients. I document changes, actions, and shifts in their accounts, as well as tracking changes in the market economy. I also manage client stakeholder business needs, such as investment and supply management, capital monitoring, revenue, new services, and GDP.
Education
Penn State University
Bachelor of Arts - BA , Sociology, Criminology, and Political Science, Minor in African American Studies
2020
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