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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
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