Premium client manager for our HNW individuals

- Drive revenue by providing prospects with a tailored approach in support of their trading goals via phone, live webinars, seminars, client events and networking.- Head of corporate accounts for the US. I assist clients who want to set up a trading account under their corporation. - Help Bridge the gap between Sales and internal partners in Account opening, Marketing, TradingServices and Product development.-Make sure new clients have everything they need to start… Show more - Drive revenue by providing prospects with a tailored approach in support of their trading goals via phone, live webinars, seminars, client events and networking.- Head of corporate accounts for the US. I assist clients who want to set up a trading account under their corporation. - Help Bridge the gap between Sales and internal partners in Account opening, Marketing, TradingServices and Product development.-Make sure new clients have everything they need to start trading and help them overcome obstacles. You’ll support them over the phone and email, as well as host face-to-face seminars and online webinars.- Licensed in National Commodities & Futures (Series 3), Retail Off-Exchange Forex (Series 34), and a registered AP with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA). Show less

• Act as liaison to the client• Sell to new and existing clients• Manage an assistant account manager• Review and assist in the creation of client contracts, perform client contact negotiations• Prepare reports and customer analysis• Ensure customer audits and QA are performed correctly

• Ran internal software implementation projects• Created internal documentation • Created and distributed weekly revenue projections• Increased efficiency in auditor performance• Acted as liaison for Indian partnerships• Helped establish multiple new industries for our product line• Helped developed and sell over 2 million dollars’ worth of equipment. (Patent pending in my name)• Prepared partners and customers for project rollouts

• Audited processing plants through video • Sent weekly reports to plant managers evaluating employees performance from the prior week• Conducted quality assurance checks on outsourced auditors in India

• Rebalanced client portfolios worth approximately fifty million dollars• Read clients’ trust and wills in order to assist in their estate and insurance planning • Assisted in establishing client accounts• Conducted company and topical financial research

• Processed shipping orders 25-30 times a week• Modifies categorization of products to accelerate shipping process• Issued shipping instructions and provided routing information to ensure delivery• Scheduled and monitored ground pickup for outgoing packages

• Created excel worksheets to organize and determine profits from new clients • Analyzed maximum and minimum profit scenarios prior to agreements with other companies• Contacted companies about using Helplay’s website• Created PowerPoint’s explaining Helplay’s purpose and vision to future customers

Organized youth training seminars •Advised clients regarding food stamps, child care, and money management•Oversaw day-to-day group activities of parents and children

• Operated vehicles and power equipment • Cleared and leveled grounds