Harsh Patel

Account Management Ops Analyst at Bank of America.

Lead data profiling and quality analysis efforts to identify and resolve issues, ensuring data accuracy and completeness in alignment with business KPIs. Collaborate with cross-functional teams to enhance data processes and systems, maintaining data integrity through effective monitoring and reporting. Support data management by ensuring accurate classification and collection in accordance with es

Supported the Delivery Center of Excellence at LPL Financial by assisting in planning and execution functions. Collaborated with Agile Coaches to design surveys and utilize data visualization techniques to optimize processes. Implemented logistics strategies to improve operational efficiency and resource allocation.

Led the development and execution of promotional campaigns that boosted brand awareness and drove customer engagement, resulting in a 10% increase in product adoption. Built strong relationships with key stakeholders and effectively conveyed brand values at events and gatherings.

Served as a LEAP Campus Ambassador at LPL Financial in Charlotte, North Carolina, collaborating with a team to strategize and organize campus events to foster student engagement and enhance brand visibility. Engaged with University Relations leaders to monitor and evaluate initiatives, ensuring alignment with organizational goals. Represented LPL Financial at job fairs, effectively communicating c

Led cross-functional collaboration efforts to pilot innovative CRM services for financial advisors at LPL Financial in Fort Mill, South Carolina. Conducted in-depth research on emerging technologies, industry trends, and competitor activities to inform strategic technology recommendations. Participated in seminars and workshops to enhance understanding of financial advisors' business operations.

Drove local franchise growth and enhanced brand positioning through social media analysis. Streamlined operations by revamping the check-in system, which improved service efficiency. Boosted customer engagement with targeted ad-based marketing initiatives on platforms like Facebook.

Managed incoming calls at the University of North Carolina at Charlotte, delivering accurate information with professionalism. Documented call activities and escalated inquiries as needed, ensuring timely resolutions. Responded to general inquiries, demonstrating strong communication skills and a dedication to continuous learning.

Assisted the office manager in managing medical records, ensuring accurate documentation and streamlining communication with external facilities. Implemented a detailed pre-procedure checklist, enhancing clinic efficiency and patient care. Designed and distributed Google Forms surveys to gather patient feedback, leading to improved satisfaction and retention rates. Coordinated communication of off

Launched and managed an affordable custom shoe brand during the global pandemic, achieving $102,000 in revenue within the first three months through effective business acumen and sales strategy. Utilized Facebook and Google ads to engage 65% of the customer base, driving brand awareness and acquisition. Enhanced the brand's presence and fostered community engagement by cultivating a 17,000-followe

Streamlined procedures were implemented for organizing the intake of new inventory, enhancing efficiency and reducing errors in stock management. A user-friendly system for employees to log their hours accurately was established, promoting accountability and facilitating payroll processes. Promotional items were strategically planned to align with annual financial objectives, maximizing marketing

Pursued a Bachelor of Science in Health Systems Management with a minor in Public Health.

Earned an Associate of Arts degree.