career objective

results-driven investment management specialist eager to contribute superior business development, strategic planning, and customer service skills toward supporting the employer in optimizing revenue performance

profile

ø  facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; demonstrated ability to anticipate client needs and resolve potential problems

ø  effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments

ø  strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs; proactive team player equally effective in independent and collaborative settings

ø  sharp business acumen and strong financial aptitude; experienced in managing broad scope of concurrent activities

ø  dynamic communication, presentation, negotiation, and relationship management skills; cultivate critical, long-term business connections

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  strong technical proficiencies including microsoft office (word, excel, powerpoint, access, outlook), agency works contact system, and sungard fund accounting system

 

~ key achievements ~

• successfully managed entrance into new state sales territory at field marketing group; increased revenue by 30% within 18 months
• personally developed more than 150 annual financial plans for field marketing group; apply strong understanding of investment products and market conditions towards creating accurate forecasts
• selected to serve as team leader responsible for leading weekly operations meetings for field marketing group
• introduced new procedures and process improvements to effectively manage more than 600 client appointments annually and track $20m book of business at bishop financial advisory
• in recognition of outstanding performance, promoted five times within bisys fund services; supervised six-member team and trained more than 70 incoming fund accountants
• created and launched corporate actions and training departments at bisys fund services; authored and implemented procedure manuals for both departments
• accurately tracked corporate actions for 6000+ stocks, managed 24 mutual fund portfolios, and prepared monthly statements for bisys fund services

professional experience

field marketing group, columbus, oh                                                                                                     2004 c present

regional internal sales representative

 

bishop financial advisory, columbus, oh                                                                                                    2001 c 2004

sales assistant / office manager

 

self-employed /part-time positions                                                                                                             1997 c 2001

various roles

 

bisys fund services, columbus, oh                                                                                                            1988 c1997

corporate actions manager

 

~ additional background information available ~

education & credentials

columbus state community college, columbus, oh

associate s degree in business management

 

~licensure ~

series 7, 65, and 66 securities and insurance licensed