Sterling Ward

Supported the financial planner by managing calendars, coordinating client meetings, and maintaining accurate and organized CRM records. Assisted in preparing financial plans, investment reports, and compliance documents. Acted as a point of contact for clients, ensuring timely communication and follow-ups. Helped streamline office workflows by improving internal systems and managing confidential client data with professionalism and discretion.

I researched and sourced small B2B software companies for acquisition, providing detailed profiles to support strategic decisions. Analyzed vertical software markets to uncover trends, growth drivers, and challenges, delivering actionable insights for leadership.

Golf is one of my hobbies. I love to be around the game as much as I can. I took this job to be closer to a course. I would spend my evenings at Alpine, after the working day had ended. In the process, I learned valuable customer service capacities.

As a Sales Development Representative, I played a key role in driving new business by focusing on lead generation and sales growth. My responsibilities included cold calling prospective clients, spearheading trade show initiatives, and engaging with industry professionals to build a robust pipeline of potential leads. Through these efforts, I contributed to the overall sales expansion of the organization.

I had the opportunity to lead a team of interns in developing recommendations for scalability. Through research and analysis we found solutions to assist the company in their development long term.

Assisted in the development of a website/ resource for non-technical users to better understand digital privacy and developed recommendations for scalability as Cordova Analytics entered the digital consulting market.

As an Enrollment Services Specialist at BYU, I worked directly with students to help them achieve their academic goals. I provided support throughout the enrollment process, from admissions to registration, and helped students navigate the financial aid process.