Personal Investor Resume Baltimore, MD - Hire IT People

SUMMARY:

With over 10 years of inside/outside sales experience. A self - starter and quick learner. Versatile skill set with experience in customer service, sales, and written and oral communication. Recognized skills in mentoring and mediating between employees, and in leading team projects. Strong interpersonal skills with the ability to give well-organized and informative for team building strategies.

AREAS OF EXPERTISE:

Inside & Outside Sales
Operational Support
Data Analysis
Project Development
Accounts Reconciliation
Social/Professional Networking
Senior Management
Coaching & Team Development
Communication
Marketing
Project Implementation

PROFESSIONAL EXPERIENCE:

Confidential, Baltimore, MD

Personal Investor

Responsibilities:

Proactively re-engaging existing clients to reinforce relationships and acquire additional assets by leveraging emotional intelligence to identify unstated needs to provide personalized solutions that are tailored to the client.
Managing daily workflow regarding high priority opportunities by using self-directed and autonomous schedule management.
Driving closed sales and referral rates by utilizing needs-based selling and assumptive positioning.
Instrumental in and development of two new associates.

Confidential, Baltimore, MD

Investment Specialist

Responsibilities:

Provided proactive guidance on investment solutions via a needs-based consultative selling approach to both current and prospective clients on all Confidential products and services, including small business retirement plans and 529 products.
Developed qualified referrals and leads for Advisory Services Group and the Investor Centers to differentiate the client experience.
Displayed financial acumen and positions myself as a resource for online tools, detailed fund information, market conditions, forms and procedures.
First month of production was in March, and after 6 months in production led 5 out of 9 key drivers for results.
Within in 6 months was promoted to PI Outbound.

Confidential, Marriottsville, MD

Inside Senior Sales Representative

Responsibilities:

Team lead with 2 representatives I trained to mirror my efforts and daily activity.
Conducted extensive market research accompanied by customized proposals for prospects.
Lead strategies resulting in closing state agencies outside of normal client profile.
Consistently hit monthly goal with full sales cycle efforts extended outside of close date.

Confidential, Baltimore, MD

Sr. Executive Marketing Director

Responsibilities:

Work directly with the Vice Chairman Marketing Director.
Sourcing and recruiting senior and executive level business unit, sales, marketing, administration, finance, and utilizing traditional recruiting methods and creative sourcing, including, cold calls, mass e-mailing, s, referrals, internal proprietary database, external databases, networking events, and web-based job boards.
Utilizing various marketing tools to maintain and enhance networking team of potential clients, and assessing viability of potential partners based on products, sales and marketing history, presentation, communication skills, in U.S and Internationally.
“Negotiated” on sales opportunities, including confirmation of partnership opportunities/ business expectations, and solidification of personal and business commitment.
Led recruitment meetings, and creating procedures for new recruitment team
Utilizing social media networks such as LinkedIn, Twitter, MySpace, Facebook, and etc to attract talent.

Confidential, Baltimore, MD

Staff Accountant

Responsibilities:

Reported directly to supervisors, and collaborated in effort to develop operational support projects for finance reports
Maintained great working relationships with peers.
Participated in weekly planning, status, and update meetings.

Confidential, Baltimore, MD

Data Analyst

Responsibilities:

Assisted senior management on various system projects
Participated in planning, status, and update meetings.
Maintained great working relationships with peers, hiring managers, and candidates.

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Personal Investor Resume

Baltimore, MD

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