Kara White Email & Phone Number

Greensboro, North Carolina

High Point NC

Logistics Efficiency and Profit Margin Analyst effectively reducing freight cost and raising profit margins.

Greensboro/Winston-Salem, North Carolina Area

Point of contacts for all customer needs, handled movement of money and assisted in the processing and purchasing of stocks, bonds and mutual funds. Researched individual investments, cost basis for tax purposes and assisted customers with their statements. Provided client appreciation and educational seminars. I transitioned with this team to Merrill.

Greensboro/Winston-Salem, North Carolina Area

Responsible for merchandising, sales, follow up and customer satisfaction. Controlled inventory, accounts receivable, open orders and scheduling of delivery.

High Point, NC

Responsible for opening, transferring and maintaining 400 accounts moved from Scott & Stringfellowto Merrill Lynch. Supervised compliance and operations in opening a new Merrill Lynch office in High Point, NC. Assisted four stockbrokers and was responsible for all administrative duties including compliance issues, audits, office maintenance and.

Greensboro NC

Responsible for brokerage account maintenance for several financial advisors. Provided sales proposals, office maintenance, prospectus mailings and new employee training. Worked closely with bank on referrals, money movement and client satisfaction. Named “Sales Assistant of the Year” 1996.