As an Investment Sales Associate (ISA) my primary responsibilities were consulting with financial advisors and institutional clients via the phone. Provided valuable market insight and portfolio construction ideas to help their clients achieve their financial goals.Learned a variety of investment products, and educated customers on the values and differences of eachEffectively engaged clients through personal interactions, reflecting my interpersonal communication and relationship… Show more As an Investment Sales Associate (ISA) my primary responsibilities were consulting with financial advisors and institutional clients via the phone. Provided valuable market insight and portfolio construction ideas to help their clients achieve their financial goals.Learned a variety of investment products, and educated customers on the values and differences of eachEffectively engaged clients through personal interactions, reflecting my interpersonal communication and relationship building skillsScheduled and coordinated reoccurring meetings while using Portfolio Analytics to prospect on new relationships and to build on existing relationships for the territory.Promoted to Business Development Consultant based on successful performance as an ISA. Extension of wholesaling team covering the broker-dealer channel in Illinois, Montana, Indiana, Iowa, Minneapolis and Missouri Daily responsibilities included prospecting through outbound phone calls, while cultivating relationships uncovering needs and funneling significant uncovered opportunities to the primary wholesalers for the territory. Consulted with financial advisors daily regarding product solutions, market insights, portfolio construction, and business development resources.Products distributed include Mutual Funds, ETFs, SMAs, Model portfolios, and Alternative Investments. Show less

Managed high call volumes while meeting average handle time requirements for the program and maintained high standards of quality and productivity while meeting goals 4+ Years of Client facing experience working with a Select Services Group of High Net Worth advisors with large assets under management Worked to Support other teams and their Call Models like the Fidelity Institutional Liquidity Management Solutions team and 401k rollover team Executed Asset retention call model to… Show more Managed high call volumes while meeting average handle time requirements for the program and maintained high standards of quality and productivity while meeting goals 4+ Years of Client facing experience working with a Select Services Group of High Net Worth advisors with large assets under management Worked to Support other teams and their Call Models like the Fidelity Institutional Liquidity Management Solutions team and 401k rollover team Executed Asset retention call model to fully educate 401k participants on their distribution options Interacted with client participants by assisting them with plan options, enrollments, applications and moreMaintained a high level of industry and product knowledge while adapting through job trainings and researchProcessed account applications for non-retirement, retirement, and 529 plan accounts Assist the Fidelity Institutional Money Markets team in executing large trade requests Process transactions such as redemptions/distributions, exchanges, contributions on client accounts Process website requests, make callout's to clients, and receive over 50+ inbound calls daily from investment professionals to meet quality and productivity goals Show less

Responsible for memorizing details of daily specials, seasonal menu items and options, as well as having knowledge of draft beers, bottled beers and wines. Familiarized guests with menu and daily specials, accurately recording food and drink orders, running multi-course meals, and tallying bills.Assisted with setting up for banquets and functions where I served over 20 people either family style, plated, or banquet style.

Responsible for journal entries, bank reconciliations, plane and helicopter invoices, filing, scanning, rebills, bank deposits, audit updates, tax checks, and 1099’s.Assisted with the year-end audit by pulling the auditors selections for updates on files.Updated Excel spreadsheets with the pertaining business units, billing cycle, and assured payment was recorded for the tax department.Posted 30+ interest and dividends income entries, then reconciled bank statements… Show more Responsible for journal entries, bank reconciliations, plane and helicopter invoices, filing, scanning, rebills, bank deposits, audit updates, tax checks, and 1099’s.Assisted with the year-end audit by pulling the auditors selections for updates on files.Updated Excel spreadsheets with the pertaining business units, billing cycle, and assured payment was recorded for the tax department.Posted 30+ interest and dividends income entries, then reconciled bank statements monthly.Assisted with 200+ tax check request and payment requests, to ashore the Accounts payable staff that everything was accounted for and updated in PeopleSoft.Pulled 20+ general ledger entries for renewal of insurance policies and contracts.Maintained and validated accounts receivable and accounts payable entries weekly. Show less

Promoted to senior rep from host after eight months of service and was recognized as an exceptional team member.Excellent business interaction at all organizational levels, great interaction with customers, making suggestions and taking part in barter to increase company sales.Contributor to highest gross profit IHOP restaurant in the New England region.Responsible for over 50+ customer cash and credit transactions throughout the night.Trained 10+ junior customer service… Show more Promoted to senior rep from host after eight months of service and was recognized as an exceptional team member.Excellent business interaction at all organizational levels, great interaction with customers, making suggestions and taking part in barter to increase company sales.Contributor to highest gross profit IHOP restaurant in the New England region.Responsible for over 50+ customer cash and credit transactions throughout the night.Trained 10+ junior customer service representatives on all job functions. Show less