Dana Pender Email & Phone Number

Gainesville, Georgia, United States

Jekyll Island, Georgia, United States

Blackshear, GA

• Assisted the financial advisor in new client acquisition
• Managed advisor calendar for client meetings, sales strategy reviews and business travel needs
• Partnered with clients to resolve any customer service and security issues
• Maintained organization of client files while marketing the financial practice to ensure growth
• Assisted in obtaining prospect information and prepare forms or agreements to complete sales
• Prepared new account or account servicing documents for accounts held through ProEquities or accounts held directly with a fund or insured.

Kennesaw, GA

• Guided the company’s expansion into international freight forwarding
• Developed and maintained relationships with new and existing customers
• Negotiated rates with carriers and truckers when booking new shipments
• Scheduled the pickups and deliveries at origin and destination when required
• Ensured all accurate and necessary documentation was provided to the carrier
• Tracked and traced bookings from start to finish

Kennesaw, GA

• Managed ideal streamline solutions to clients
• Increased sales performance by cross departmental communication between the Sales Team, Customer Service, Operations and Trade Management
• Advise Sales Team on client concerns and solutions, allocations, status of ship systems, port omissions, allocation, etc.
• Maximized client resources and sales performance by achieving optimal vessel utilization through diligent analysis and creative decision making
• Granted customer entitlements based on contribution levels and commercial consideration
• Increased profit and minimized falldown by guiding sales team on client and industry trending

Alpharetta, GA

• Booked both hazmat and non hazmat air and ocean shipments for clients in various industries
• Initiated contact with clients post sale to outline expectations and establish a consultative relationship
• Booked shipments with appropriate contracted carriers to effectively meet client deadlines
• Negotiated rates with favored trucking companies and created detailed pick up instructions
• Conveyed “pre-alert” to both the customer and overseas agent
• Reviewed commercial invoice provided by customer and file an SED with customs if necessary

Greater Atlanta Area

• Dispatched drivers for pickup and delivery within specific territories
• Directed 12 Owner Operators for transportation of various goods on behalf of AIT clientele
• Communicated unexpected problems with Freight Forwarder and coordinated resolutions with drivers
• Revenue generated from using in house drivers went directly to AIT
• Maintained a firm attitude and professional relationship with drivers
• Processed payroll for drivers Book all air export shipments with numerous airlines based on client requirements