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 • 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; activity and campaign analysis, opportunity tracking and client conversations, etc.• Create, design, and maintain marketing collateral and promotional materials, including product sheets, presentations, newsletters, press releases, and staff bios• Coordinate internal and external marketing functions• Research and coordinate attendance at networking events and other industry events• Research trade show opportunities and coordinate all facets of preparing a professional presence• Update and maintain CRM while ensuring client engagement team are aware of changes within clients• Identify industry trends through industry events, research, publications, and announcements • Analyze the effectiveness of marketing initiatives; research and compare with industry benchmarks• Research prospects to identify and connect with decision makers• Manage pipeline opportunities• Draft and track client-centered proposals in coordination with client engagement team.• Manage systematic contact with COIs (referring attorneys, accountants, etc.)• Conduct service evaluations to ensure clients are satisfied• Maintain visibility and engagement with former clients to facilitate repeat business whenever possible• Research personnel changes and other major developments of current and former clients; communicate such developments within the firm and ensure engagement with the client regarding these development Show less

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 industries. We believe the most successful, lasting relationships are those built with confidence, cultivated by collaboration, and sustained… Show more 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 industries. We believe the most successful, lasting relationships are those built with confidence, cultivated by collaboration, and sustained through commitment. Our firm’s vision combines the priority of our client relationships with the cultivation of internal leadership, collaborative teamwork, and the personal integrity of each individual. We pride ourselves in joining the close, personal relationship experience of a local firm with the talent and resources of a national firm. Show less

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 and drive new business for our team. • 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 our office in its efforts to bring value to existing clients whilst helping promote and drive new business for our team. • 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 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 managed money (i.e. automatic payments and withdrawals and standing payment request)• 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• Provided technical assistance and support with computers, networking systems and all other office equipment used within the business• Designed marketing displays, presentations, brochures, pamphlets and other marketing materials and was solely responsible for helping create and maintain social media sites for business (i.e. Facebook, Constant Contact, LinkedIn)• Created and assisted in presentations for Seminars that the business held (Seminars generally had 15-50 people and was held approximately 45 times annually) Show less

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 • 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 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 • 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 which helped eliminate discrepancies amongst accounts as well as highlighted remaining discrepancies to allow for timely repair• Set-up all new-hire information with Human Resources as well as employee information including background checks and references• Audited and processed expense reports and sales invoices Show less

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 • 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 Training• Resolved customer complaints or issues and initiated proper actions to prevent future recurrence Show less

Finance / Investment Adviser Representative

Ab, Business Administration And Management, General

Activities and Societies: Association of Education