Dustin Roberts
Skill Score
Rookie (2/6)
171
Industries
Information Technology
Contact
Solutions Consultant at Spinakr Solutions, LLC

I am excited to be working on an MBA and fulfilling a life long dream! I have 8 years of experience working with customers in Financial Services and solving problems. I came back to school to learn more about Leadership, Marketing, and the increasingly important Data Analytics. I look to take my experience, my skills, and my education and help solve problems and build people and companies.

Skills
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%
Top Skills
Relationship building Metrics definition Listening Negotiation Writing and presentation
Skill Progression
Experience

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

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 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

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.

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

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

Accounting Intern

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

Degree Programs

Bachelor’s Degree

Master of Business Administration – MBA, Management and Marketing

B.A, History

Managing Business, Public Affairs, and Public Policy

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®)