Dustin Roberts
Skill Score
Rookie (2/6)
171
Industries
Information Technology
Contact
Evaluated for Chief Product Officer and Generalist PM role archetype
Performance by Category
Communication
0%
Strategy
0%
Design
0%
Technology
0%
Execution
0%
Go-to-market
0%
Skill Progression

Solutions Consultant

Bus Operator

Utah Class B CDL

Producer – Kelley Momentum

I auditioned current students to host the podcast, I recruited faculty, staff, and alumni as guests. I worked with the KSB Media to schedule recording sessions, develop the aesthetic, and edit the podcasts. I worked with KSB Marketing on visuals and release of the project.

MBA Candidate

-Kelley School of Business Merit Fellowship recipient:
Granted to “students demonstrating strong academic skills and leadership abilities”.

-Faculty Selected Member, Business Marketing Academy:
Worked with the Analytical Chemistry Division of the American Chemistry Society on conveying their value to members and bolstering membership retention

-Global Business and Social Enterprise Program (GLOBASE):
Worked with a startup called SPACE Turnkey Solutions in Accra, Ghana, and help them start the transition from startup to small business

-First Year Liaison for the Kelley High Tech Club
-Vice President of Engagement for the Kelley High Tech Club:
Organized and presented club events, counseled on club strategic vision, and build club membership engagement.

MBA Summer Intern

-Researched continuing education offerings from top MBA programs
-Researched podcast, webcast, YouTube, and career services from top MBA programs
-Engaged with faculty and staff to learn about Kelley’s capacity to provide ongoing support to alumni
-Recommended production of Micro-learning content, video podcast of Faculty and Alumni analyzing current trends, and leadership development tools

High Net Worth Service Associate

-Trained team of 14 on Fidelity’s advanced trading platform and Excel, led to an increase in trading leads and customer satisfaction
-Developed customer loyalty and satisfaction by supporting a diverse clientele with numerous transactions, trades, questions, and service needs
-Educated clients about Fidelity’s website, mobile app, and trading platform
-Assisted clients with complex service issues and transactions, provided follow-up as needed
-Helped clients with international trading and currency exchanges
-Helped develop team knowledge, proficiency, and morale; also helped onboard newer reps

Awards:
-Excellence in Action twice for outstanding customer service, advocating the voice of the customer, and working to continuously improve Fidelity. (Awarded to one rep per team per quarter.)
-Chairman Shares for being a significant contributor to the success of my team through the year.

Financial Rep – High Opportunity Team

-Promoted ahead of peers based on performance on licensing exams (88% Series 7, 93% Series 63) and in training course
-Assisted clients with trading and transactions
-Developed new opportunities to strengthen client relationships
-Generated warm leads for Sales Teams

Financial Representative

-Studied for and passed the Series 7 and 63 licensing exams
-Assisted clients with trades, transactions, and other service needs
-Educated clients about financial markets, investment products, and retirement accounts

Assistant Financial Analyst

-Implemented modernization and automation on all reports increasing accuracy and speeding delivery time by 25%
-Developed, troubleshot, and implemented record keeping system for new $30M investment portfolio
-Updated and streamlined software database leading to greater clarity, efficiency, and ease of use
-Tracked and balanced $110 MM bond and CD investment portfolio
-Prepared monthly financials for Board of Directors and Senior Management
-Prepared monthly branch profitability reports
-Balanced several GL accounts

General Services Coordinator

-Supervised the mail room and supply room
-Hired and managed 2 mail clerks
-Managed supply inventory for home office and helped manage supplies at 17 branch locations
-Renewed contracts with 3 vendors and explored new relationships to maximize value, reduced annual expenditures by 20%
-Coordinated a yearlong project with outside consultants, gathered data and presented recommendations to senior management, oversaw implementation of recommendations, reduced expenditures and grew net income by $500k annually
-Updated procedures and improved department reputation and relations company wide

Payment Services Representative

-Balanced cash and transactions for 20+ ATMs
-Investigated transaction disputes for members and other institutions
-Assisted branches and members with debit and credit card issues
-Reconciled several general ledger accounts
-Updated and improved Excel reporting tools resulting in a 30% reduction in daily processing time
-Worked special projects as needed
-Learned about debit and credit card processing, ATM security, and GLs

Assistant Vault Teller

-Assisted customers with deposits and withdrawals
-Answered questions and did research about accounting issues and customer service
-Helped train 6 new tellers on policies, procedures, and best practices
-Motivated tellers to meet and exceed member expectations and internal sales goals
-Balanced cash drawer
-Balanced branch vault

Teller

-Assisted members with deposits and withdrawals
-Answered questions and did research about accounting issues and member service
-Balanced cash drawer
-Cross-sold products and services to meet member needs and internal goals
-Learn about credit union structure vs. bank

Customer Service Director

-Recorded transactions in Quickbooks
-Packaged product for shipping
-Engaged with customers to provide feedback and resolve issues
-Updated website with new monthly products
-Acted as liaison with software development team to communicate current software issues and architecture for future plans

Accounting Intern

-Recorded financial transactions
-Learned about bookkeeping
-Learned about group home healthcare

Customer Service Rep (Teller)

-Assisted customers with deposits and withdrawals
-Answered questions and did research about accounting issues and customer service
-Helped train 3 new tellers
-Balanced cash drawer

Cafeteria Staff

-Assisted in the kitchen and bakery preparing food and maintaining stores for thousands of missionaries
-Served food, refilled drink machines, washed dishes and cleaned

Degree Programs

Master of Business Administration – MBA, Management and Marketing

B.A, History

Managing Business, Public Affairs, and Public Policy

Bachelor’s Degree

Licenses and Certifications

Certified Scrum Product Owner (CSPO)

Asana Ambassador – Certificate of Completion

User Story Masterclass: Your Agile Guide to User Stoires

Intro to Product Management – Certification Number: 1117876

Certified Scrum Product Owner® (CSPO®)