| Candidate Information | | Title | Client Relationship Management, Sales, Employee Training, Salesf | | Target Location | US-FL-Fort Lauderdale |
| | 20,000+ Fresh Resumes Monthly | |
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Click here or scroll down to respond to this candidateObjective/ProfileClient focused and revenue growth professional whose career began in Street Address in the mortgage services industry making her way into management that over the years has successfully fostered her professional development resulting in a track record of client excellence, increased revenue and growth.EducationBachelors of Business Administration: Faulkner University, Montgomery, ALLicenses/Registrations/Certifications: National Producer Number Street Address ;Accident & Health or Sickness, LTC & Variable Annuity Product; FINRA 63 (12/12/2006); Series 7 (12/22/2008); Series 66 (02/19/2019) and Paralegal (08/01/1997)SummaryMarketing & SalesInvestments, Financial Analysis & Financial PlanningRelationship ManagementVendor & Procurement ManagementSalesforceProject & Event ManagementHuman ResourcesEmployee Training & CoachingEmployee ManagementProperty ManagementEmployment History2022 Merrill Lynch, Pierce, Fenner & Smith Incorporated in in Fort Lauderdale, FLCHARTERED RETIREMENT PLANNING COUNSELOR ASSOCIATEProvide & deliver professional investment services to clients ~ onboarding, deepening client relationships, digital engagements and provide the client with a white glove experience all the while looking for areas of opportunity to enhance, deepen & grow the book of business with products and services on a Wealth Management team that manages multi-million-dollar portfolios of affluent client families.2021 Morgan Stanley in Ponte Vedra Beach, FLFINANCIAL PLANNING ASSOCIATE ASSOCIATEProvide & deliver professional investment services to clients ~ onboarding new clients, creating action items to ensure clients expectations were met by keeping timelines on track and attending to client concerns proactively for a white glove experience to enhance & grow the book of a team of nine million plus Financial Advisors.2018 Regions Investment Solutions in Birmingham, ALASSISTANT VICE PRESIDENT ASSOCIATE FINANCIAL CONSULTANTProvide & deliver professional investment services to clients ~ from onboarding, calling on prospects to generate new business as well as deepening the current book of business for success in increasing revenue & growth on a team of three over half million-dollar Financial Advisors.2017 Wells Fargo in Birmingham, ALPERSONAL BANKER 2 INVESTMENT ASSOCIATEAdvise clients on banking services & investments for their needsEducate clients on services & productsManage clients accounts & onboardingCross selling to deepen client relationshipPresent financial products, services and solution to existing and prospective clientsCoach clients in creating budgets2005 - 2016 BBVA Compass Investment Solutions, Inc. in Birmingham, ALRETAIL INVESTMENT SALESResponsible for the coordination and completion of projects with executive and senior level managementSet deadlines for projects, assigned responsibilities to team, and monitored to repost projects progress while maintaining the budgetLead and direct the work of 50+Procurement management that saved the company an average of 30%Communication with executive and senior level management on confidential informationPlanning international and domestic award & recognition events for approximately 400 attendeesOrganizing national training workshops for 300+ attendeesImplemented and followed through with change of policies for 60+ employeesProject/Change management for implementation, training on new computer-servicing programs and other diverse policy/procedural changes affecting departments.Provide & deliver professional investment client care that entailed onboarding new clients, educating clients on our products & services, overseeing the more complex accounts, research of investment solutions for client recommendations by identifying the clients investment objectives, needs and goals.Develop new client relationships, increasing revenue by selling deeper into current book of business as well as folioing up on referrals and conducting networking activities on a team of three million-dollar producers. All the while, fostering strong working team rapport with retail banking centers within districts as well as back office to maximize opportunities to ensure an excellent experience.2003 - 2005 Innovative Combustion Technologies, Inc. in Birmingham, ALBUSINESS MANAGERBusiness/Marketing/Vendor manager of engineering firm and properties companyDesigned, planned, and implemented human resources programs and policies for staff, compensation, benefits, employee relations, training, and health and safety guidelines. For 20+ employeesDevelopment of marketing materials & web content of company internet pageMarketing & selling combustion products/engineering services to clients increasing profitability by 45%Develop and implement strategic marketing plan for business that increased revenue of a small business to over $1M as well as building their client base by one-third while decreasing the bottom line of the marketing budgetManaged vendor relationships savings to firm an average of 30%Reviewed and prepared legal documents for client contracts, vendor relationships, human resource implementation of 401K & health benefit programsOversaw financial information for the firm and provided monthly profit/loss of all fascist of businessImplemented new programs and employee benefits & laws/regulations as needed. Managed all aspects of day-to-day operations, which encompassed multi-site businesses. Directed the accounts payable/receivable, invoicing, billing, budgeting, and investment of revenue surplus, payroll, and taxes divisionBusiness Management: review legal documents; draft legal documents; supervision and direction of employees; implementation of new policies and procedures.Property Manager for sister company McNeil & Storm Properties, Inc. that involved drafting leases, property inspections, managing vendors and rent collections. Facility rental/maintenanceFollowed through to ensure all OSHA guidelines were observed and metDirected & implemented change management on new computer systems2001 2003 Eason, Graham & Sandner, Inc. in Birmingham, ALASSISTANT PROPERTY MANAGERDrafted leases for medical office spaceAdministered invoice commission statements & rent collectionsResponsible for the production and content of tenant newslettersLiaison to vendors for service request and renovations |
