Have Offered consultation advice to several small businesses to help identify and develop customer demographics for target market penetration, and buyer targetsConsult on how to monitor, analyze, and track sales promotion results to determine cost effectiveness of promotion campaignsAdvise evaluation methods and procedures for collecting data such as surveys, opinion polls, or questionnaires, to obtain results of marketing, advertising, and communications programs and strategy resultsDiscuss ideas for promotional campaigns, online media, and available low cost and/or free marketing and promotional alternatives. Have also Worked closely with an Edward Jones Financial Adviser to implement new marketing strategies, helped identify consumer targets, and helped research target market penetration goals

Have Worked in this industry and all employment for 10+ years serving and assisting customers via person, on-line, phone, and through account maintenance in every professional and personal work experienceHave an advanced understanding of soft skills needed and used for impeccable customer service relations, and conflict resolutionWith an optimistic view of all situations, assertive communications, highly effective conflict resolution, and coaching, effective customer relations is provided for in all customer service interactions

Maintained and monitored financial firm of over 10 brokers and 7 assistants with regulatory and compliance proceedings, training, and documentation, Provided knowledge of principles and processes for providing customer and personal services, met quality standards for services and evaluation of customer satisfaction Managed and resolved financial advisor trade errorsReorganized branch operations, resulting in more efficient filing and organization Processed payroll for staff of 8, provided account maintenance, management and review of internal and external branch correspondencePrepared financial or regulatory or compliance documentation required by laws, regulations, or boards of directors for branch manager