Coley Lockward Email and Phone Number

Facilitate high volume sales and customer service in a 150 seat, fast-paced restaurant for over twenty-five parties daily Responsible for all aspects of creating a positive dining experience for customersSuccessfully coordinate between the demands of the clientele and the supply originating from the kitchen and bar areas to maintain a steady flow, resulting in happy customersProvide training and support for other team members

Participated in the administration of Hartford’s $35 billion BOLI/COLI insurance portfolioResponsible for managing all aspects of long-term, highly negotiated and customized BOLI and COLI policiesAudited financial statements on a monthly basis, ensuring that contractual obligations were being upheld Responsible for executing asset allocations and rebalancing among the underlying investment strategies of each policy Initiated payment of death benefits and maintained client records

Responsible for overseeing all aspects of daily operations in a 200 seat bar and restaurant that served both area professionals and residentsHired and trained all new staff members and determined work schedules to ensure the appropriate level of staffing was maintained at all timesAccountable for menu preparation, inventory management, event planning and customer and community relations

Equity trader responsible for executing stock transactions for options market makers, trade reporting, record keeping and reconciliationsPrior to promotion was a trade representative in Group One's online brokerage businessEngaged in the facilitation of customer stock and option orders through direct client interactionAccountable for other brokerage functions including margins, account set ups/transfers and teaching clients how to use the website

Managed over one hundred retail client brokerage accountsOpened, developed and maintained accounts for high net worth individualsReviewed financial profiles and investment objectives and helped to construct portfolios that met the investment objectives of the clientProvided investment advice using fundamental and technical analysis of publicly traded companies

Promoted from broker trainee to account executive, responsible for advising investment strategies to retail clients Converted sales leads into accounts through interpersonal communicationAcquired fundamental and technical equity analysis expertise Demonstrated an aptitude for the portfolio management process with an emphasis on asset allocation

Trained with small cap focused investment banking and brokerage firmAcquired strong prospecting and sales techniquesPerformed analysis of publicly traded companies and investment productsParticipated in maintaining the process excellence of specific operational procedures, including opening accounts, maintaining client profiles and trade executions