Carrie M. Email & Phone Number

Florida, United States

Greater Tampa Bay Area

Greater Tampa Bay Area

Assist issuer and obligor clients in filing municipal bond disclosure requirements under SEC Rule 15c2-12 on Electronic Municipal Market Access (EMMA). Inform clients of any missing requirements. Aid clients in understanding their requirements and when they are due. Host investor calls for clients. Monitor support box daily responding to questions.

Greater Tampa Bay Area

Assist issuer and obligor clients in complying with municipal bond disclosure requirements under SEC Rule 15c2-12. Create and update compliance templates for operating and financial data. Review filings to ensure all requirements for bonds are met.

Recruited, trained, managed, and motivated a team of eight sales support specialists spanning four states. Built talent through monthly coaching sessions. Attended regular meetings with related departments to brainstorm on improving procedures and services. Continual self-driven education on leadership and team empowerment. Communicate new procedures and solutions with associates across multiple departments strengthening partnerships. Aid and collaborate with the sales officers.

Responsible for supporting two sales officers and staying current with product knowledge. Prepared pricing models, assisted with proposals and client annual reviews, prepared agreements and conducted client onboarding. Periodically attended sales calls with sales officers. Worked on RFPs; preparing answers and gathering information to organize response. Drove a significant increase in service levels through consistent communication with key clients, identifying their needs, proposing solutions, and communicating with internal partners.