Eugene Roche
Philadelphia
Summary
Client-focused professional with experience in financial services, operations, and high-pressure client engagement. Skilled in CRM systems, prospect research, and presenting solutions to executives and clients. Eager to leverage communication and analytical skills to drive pipeline growth as a Sales Development Representative in the SaaS industry.
Overview
4
4
years of professional experience
Work History
Mutual Fund Trade Analyst
SEI Investments
Oaks
09.2022 - Current
- Act as primary liaison between brokerages, mutual funds, and banks, ensuring accurate trade execution and issue resolution.
- Manage CRM tickets, set up new accounts, and draft trade agreements to support client needs.
- Deliver daily trade corrections and reconciliations, building strong client relationships.
Associate
New Horizon Financial
Bogota
08.2021 - 08.2022
- Reorganized client database and improved contact management.
- Researched and built investment strategies; created client-facing PowerPoint decks and presented with leadership.
- Conducted ETF and fund comparisons using Morningstar to improve recommendations.
Education
Bachelor of Science - Business Administration
Saint Joseph’s University
Philadelphia, PA05-2021
Skills
- CRM Systems
- Microsoft Office
- Google Suite
- Prospect Research
- Client Presentations
- Investmentview Plus
- Morningstar
- Basic Python
- Basic SQL
- Relationship Building
Leadership Experience
- VP of Programming & Fundraising, Financial Management Association, Organized professional events and fundraising initiatives 2020-21
- Scholarship Chair, Sigma Pi Fraternity, Implemented study groups and academic support 2019
- Campaign Volunteer, Led social media outreach & voter registration drives., 2014-18
Timeline
Mutual Fund Trade Analyst
SEI Investments
09.2022 - Current
Associate
New Horizon Financial
08.2021 - 08.2022
Bachelor of Science - Business Administration
Saint Joseph’s University
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