To obtain a position that will allow me to utilize my skills and experience to the fullest. I am a highly motivated individual with a strong background in the field of finance, accounting, and customer service.
marketing, and marketing, net, organized, clients, presentations
Director of Sales
Wesley Medical Center
Responsible for the development of a marketing database, including the creation of a new client base, and the creation of a new investment portfolio.
Provide marketing and sales support to the client. Research and analyze financial information, such as market trends, tax returns, and other information.
Responsible for the development of new business opportunities. prospecting, cold calling, networking, and client communication. Maintained a database of all financial information and reports for the entire company.
Managed and maintained the firm's mutual fund, fixed income, and equity portfolios. Ensured that all legal and regulatory compliance, and client satisfaction.
Conducted research and analysis on investment opportunities, including mutual funds, stocks, bonds, and annuities. Provided clients with financial advice and consulting services.
Performed market research and analysis on the sales and use of investment products, life insurance, and other financial products.
United Parcel Service
Organized and managed the annual Board of Directors meeting presentations. The company was a key player in the successful launch of the new business.
Lead the development of a new marketing strategy for the company, which resulted in a net revenue of over $1.
Provided financial support to the CEO and CFO for the firm's business and marketing efforts. Developed and implemented a new client-centric approach to the client.