Christina Pearcy Email & Phone Number

Norfolk, Virginia Area

• Serves as liaison between existing and new clients and the department Director ensuring excellent customer service and client satisfaction while managing client relationships & developing account plans
• Conduct business reviews to ensure clients are satisfied with their services
• Website maintenance and development as needed
• Maintain, populate, promoting social media sites; executing and tracking related campaigns and follow-ups.
• Manage all marketing related mailing list;… Show more
• Manage all marketing related mailing list; activity and campaign analysis, opportunity tracking and client conversations, etc.

Norfolk, Virginia Area

Established in 1989, WEC is currently the largest locally-owned public accounting firm headquartered in Hampton Roads, Virginia. Locally based and globally connected, we have spent nearly three decades perfecting the craft of financial advising and accounting. The firm is known for its forward-thinking culture and highly specialized advisors in a range of.

Virginia Beach, VA

• Served as an Administrative Manager for Assets Under Management (AUM) accounts. Also as the company Marketing Coordinator; assisting our office in its efforts to bring value to existing clients whilst helping promote.
• Responsible for completing, processing and submitting all applications for clients with Assets-Under-Management (AUM) and clients with Annuity Policies
• Created and maintained spreadsheets and filing systems that tracked all… Show more Served as an Administrative Manager for Assets Under Management (AUM) accounts. Also as the company Marketing Coordinator; assisting.
• Created and maintained spreadsheets and filing systems that tracked all client data and information as well as set-up new appointments and follow-up appointments for Advisors within the office
• Responsible for transferring money/assets, confirm receipt of assets and liquidate and/or transfer funds into appropriate holdings with money management firm Fidelity; monitored client’s additional distributions with.
• Worked side-by-side with the President/CEO of the company to help develop business and operational plans to stream-line the business and ensure it was smooth running and successful

Virginia Beach, VA

• Worked with the Underwriting Department (Auto Insurance) which included rating and pricing automobile policies.
• Assisted in numerous projects to improve procedures and systems to ensure associates/managers ease of use and functionality.
• Assisted the hiring manager with Real-Job-Previews for potential new-hires so they may experience what the job entails.
• Helped prepare venues for occasions such as concerts, sporting events, trade shows and other types of live events
• As a… Show more
• As a spokesperson for the organization was responsible for assisting in set-up and maintenance of event booths as well as providing potential customers with product knowledge and marketing materials Show less

Norfolk, Virginia

• Developed spread-sheets, methodologies and error checking protocols to support creation of revenue, billing and other financial reports
• Compiled and completed multiple reports to reflect revenue made and lost on a weekly basis.
• Was solely responsible for all the billing and revenue reports and maintained a daily audit log. Recognized for attention-to-detail and error-free results
• Played a significant role with the Product Team to help develop the Auto-Billing Solutions Project… Show more
• Played a significant role with the Product Team to help develop the Auto-Billing Solutions Project which helped eliminate discrepancies amongst accounts as well as highlighted remaining discrepancies to allow for.
• Set-up all new-hire information with Human Resources as well as employee information including background checks and references

Charleston, South Carolina Area & Norfolk, Virginia

• Supervised a sales team of more than 25 associates for a nationally recognized retail store
• Training Manager for East Coast Region which included recruiting, training, and hiring new associates
• Produced weekly work schedules for associates
• Established and assigned sales goals for associates with the clear expectation of exceeding them
• Audited and processed payroll which included all sales associates and managers
• Provided monetary control as well as Loss Prevention… Show more

Finance / Investment Adviser Representative

Ab, Business Administration And Management, General

Activities and Societies: Association of Education