Liz Dusko Email & Phone Number

Zelienople, Pennsylvania, United States

Red Bank, New Jersey, United States

• Prepare and process new account applications for qualified and non-qualified investment accounts using Charles Schwab Advisor Center
• Extensive client service for over 300 households
• Uncover and find client assets through client engagement
• Process numerous Required Minimum Distributions
• Prepare and process all estate settlements and death claims for Investment and Insurance Divisions
• Maintain detailed CRM (Redtail) and supporting applications (Black Diamond and inhouse programs)

Colts Neck, NJ

• Direct support for 5 Financial Advisors
• Responsible for all aspects of office management
• Prepare and process paperwork for new client accounts and existing clients
• Maintain client records within Compliance Manual requirements
• Transfer/ACH client assets within money movement system
• Facilitate and resolve client service requests

New York, NY

• Sold world class market research and analysis services to C level and senior management across all industries including two Fortune 10 corporations
• Prospected and closed appropriate new business from target list of companies headquartered in Midwest territory
• Responsible for account management of existing accounts and identifying upsell opportunities
• Developed a complete understanding of Company's full array of product offerings and customized deliverables
• Worked with analyst teams to better understand Company’s value proposition for prospects
• Continually met or exceeded annual sales quota

New York, NY

• Placed highly specialized Human Resources professionals on a permanent basis with companies ranging from start-up to Fortune 500
• Marketed and sold project based solutions to clients through consultative, relationship based sales methods
• Expanded client base and created new accounts through heavy volume cold calling
• Secured largest national account within second month of employment
• Developed extensive network of candidates through direct sourcing and referrals
• Direct responsibility for RFQ and RFP processes as a third party vendor

New York, NY

• Senior Recruiting Manager (2000-2001)
• Promoted to manage recruiting process for all departments within company
• Worked with Senior Management to determine position specifications and operational standards
• Supervised recruiting staff of four
• Direct responsibility for annual budget planning and spending
• Maintained candidate pipeline through continuous networking, direct sourcing and researchRecruiter (1999-2000)High volume, commission driven recruitment for national and international Sales staff (grew Sales department.