- Carnival Cruise Line (Miami, FL)
- …tools and templates with support from the Marketing Specialist, Marketing Coordinator, and Analyst + Relationship and Project Management + Manage ... and A/B testing. + Work closely with the BI Manager and Digital Analyst to evaluate performance,...propensity modeling and drive efficiencies that improve eDM and CRM outcomes. + Review and optimize the customer… more
- KeyBank (Naples, FL)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- SitusAMC (Tallahassee, FL)
- …for various financial focused activities within our Servicing and Asset Management business . General responsibilities may include assisting with forecasting, ... various ad-hoc client deliverables and customized financial deliverables that support business development and retention. + Provide strategic analysis and pricing… more