career objective                              

results-focused sales executive and client relationship manager eager to apply dynamic business development, account management and strategic marketing skills toward actively supporting the employer in optimizing sales and profits

profile                                                

ø  offer numerous years of experience in sales, customer service, and operational management, with expertise in the financial services industry

ø  demonstrated ability to provide excellent service for existing customers while expanding sales pipeline; manage key accounts, develop niche markets, administer major contracts resulting in high-revenue transactions

ø  effectively target, prospect, and secure diverse client base; develop and implement innovative business development plans

ø  monitor trends and developments, including competitive services and marketing activities; effectively identify and capitalize on opportunities to penetrate and develop markets

ø  strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs; recruit, train, and direct top-performing support teams

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  excellent record of organization, prioritization and time management; consistently achieve critical deadlines while maintaining high quality standards

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

ø  proactive team player equally effective in independent and collaborative environments

professional experience                

insurance agent, penn mutual, new york, ny                                                                            2008 c present

vice president, jp morgan chase, rye, ny                                                                               2004 c 2008

loan officer, beneficial, nanuet, ny                                                                                                      2003

owner/operator, 99¢ shop, mamaroneck, ny                                                                            2002 c 2003

manager, spencer-winston securities, new york, ny                                                                 1990 c 2002

~ key achievements ~

• successfully spearheaded start-up and launch of profit-driven pilot program; promoted to vice president in response to dynamic performance at jp morgan chase
• repeatedly recognized for outstanding accomplishments c recipient of small business champion, top banker, and achievement awards; ranked 256^th out of 7600 at jp morgan chase
• achieved more than 250% increase in production and actively contributed to corporate expansion efforts at spencer-winston securities

 

education                                           

audio engineer diploma, the institute of audio research, new york, ny                                             1986

b.s. in finance, hunter college, new york, ny                                                                                    1985