Senior internal Sales representative Resume
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Pittsburgh, PA
PROFESSIONAL EXPERIENCE:
Confidential, Pittsburgh, PASenior Internal Sales Representative
Responsibilities:- Continues to grow territory by 10% every quarter
- Selected to present on Woman in Investing at multiple industry events
- Recognized by senior management for being in top 5% of department based on productivity over last 4 quarters
- Leadership Roles include training of newer reps on the floor, interviewing potential job candidates, assisting in the creation of training programs, and running a compliance team for marketing creation and distribution purposes.
Confidential, Pittsburgh, PA
Internal Sales Level I & II
Responsibilities:
- Responsible for achieving financial targets in a geographical territory.
- Duties include analysis of financial markets and instruments, creation of personalized portfolios for clients, planning and execution of meetings with clients/potential prospects in the field, execution of client appreciation events, presenting relevant and ongoing investment ideas to clients, and helping clients to achieve their specific financial goals.
Confidential
Associate, Pittsburgh, PA
Responsibilities:- Responsible for working in a team setting on all areas of the audit.
- Duties included daily testing and analysis on all financial statements, communication with the controller, directors, and all areas of client management.
- Responsible for planning and running meetings with management and team members.
Confidential
Intern, Pittsburgh, PA
Responsibilities:- Responsible for working in a team setting on all areas of the audit.
Confidential
Intern, Murrysville, PA
Responsibilities:- Responsible for assisting on cases.
- Duties included contacting third parties, attending client meetings, reviewing and writing interrogatories, reviewing evidence, typing letters to clients, as well as secretarial work.
Confidential
Intern, Pittsburgh, PA
Responsibilities:- Responsible for accounting, marketing, and sales.
- Duties included tax preparation, designing reward programs for current clients, database maintenance, and completing various accounting forms.
