Michelle Glaser Email & Phone Number

Greater Tucson Area

Tucson, Az

In my current role as Account Executive, I:• Lead the expansion of client base to Acute Care, Hospitality, Skilled Nursing, and Senior Living to drive continuous business and increase revenue.• Identify a profitable sales route; maximize sales route to $21 million for more than 120 locations and supervise the onboarding of eight new sites in January 2020.• Organize and plan day-to-day operations while responding to client calls, handling customer visits, product launches, broker and specialist visits, business reviews, and scoop launches.• Conceptualize, recommend and implement Value Added Tools to maximize productivity and increase efficiency with the front and back of the house.• Develop business plans aimed at realizing set goals; surpassed plans by 20% in 2021 and 27% in 2022. Record an increase in total business by %28.14, health care by 22.36%, Hospitality by 23.18%, Produce by 52.15%, and Cop by 51.58%.• Singlehandedly manage account increase from 50 to 130, maximize route from $12k to $22k since 2016, and Exclusive Brand sale 8% over plan.

In my previous role as a Healthcare Account Specialist, I:• Spearheaded establishing a sales route of $2.5 million in 2010 and increased market share by 20%. Reviewed and assessed yearly purchases for category void and new market penetration opportunities• Coordinated with the management to draw up a feasible sales plan; surpassed sales plan by 11% via ac penetration and new buss. development in 2011.• Developed strategies to acquire multi-unit operations for skilled nursing and senior living units. Coordinated with 60 locations across So. Arizona to properly train and facilitate contact compliance• Managed account activities and processes while continuously maximizing profitability through extensive purchase analysis and business presentations.• Won the Dannon sales promotion trip to Park City, UT, in 2014 and was among the top 5 sales for Culinary Equipment and Supplies in 2019 while consistently being among the Top 20.• Assisted customers with placing orders, building order guides, and presenting new items to increase customer satisfaction and promote referral business.

Tucson, Arizona

In my previous role as Registered Sales Associate, I:• Aided Broker assisted High Net Worth clients in reaching their financial goals by adhering to the policies and procedures needed to provide sales and service support.• Handled placing orders to buy and sell securities, transferring funds, wiring funds, processing account paperwork, and supervised IRA distributions and contributions.• Provided excellent customer service by responding directly to clients’ inquiries and performing necessary account research and analysis.• Developed and maintained relationships with clients, brokers, team members, Private Bankers, Portfolio Managers, and Trust Managers to streamline efforts to provide Total Wealth Management.• Created a database system to register client account/investment information; conducted regular updates in the system to keep up with changing investments and client information.• Received 3 “Best Shot” Awards in 2008 and 2006 and letters of appreciation for outstanding performance.• Contributed to elevating Broker to a 20% increase in Revenue Gross for 2008 and received top sales recognition for both 2006 and 2007.

In my previous role as Investment Operations II, I:• Led the training of Financial Consultants and Sales Assistants on systems functions and compliance requirements for new account opening, servicing accounts, and completing financial transactions.• Responded to customer complaints professionally, handled daily deposits and research projects, and adhered strictly to cash and security transaction deadlines.• Handled various investment-related operational activities and collaborated with different departments to reconcile accounts and update profiles.• Monitored processes continuously to ensure complete compliance with internal procedures and policies. Prepared quarterly reports and submitted them to the senior management.• Worked closely with the Investment Operations Director to draw up growth plans; ensured staff worked tirelessly to achieve goals successfully.

Walnut Creek, California

In my previous role as Administrative Assistant, I:• Assisted the Regional Sales Manager in interviewing, hiring, and training new functional sales team employees by performing duties such as compiling new hire packets, maintaining confidential records, screening phone calls, scheduling events, recording complaints, and organizing the monthly conference.• Coordinated meetings with senior-level staff and handled the scheduling of meetings, appointments, and travel arrangements for conferences.• Developed and updated a database filing system to keep track of all clients’ information such as account balance, account creation date, and monitor profits.• Worked closely with senior administrative assistants to handle requests and queries from senior managers while maintaining office policies and procedures.• Actively supported the Regional Sales Manager in preparing regularly scheduled reports and planned meetings to discuss the growth process.

In my previous role as Investment Operations Specialist I , I:• Created operational efficiency by resolving complex to moderately complex support service in account management, operations, documentation, customer service, and technical support. • Analyzed and assessed daily reports for suitability and audit compliance; minimized risk, provided tactical and strategic solutions, and maintained strict compliance. • Analyzed and assessed daily reports for suitability and audit compliance; minimized risk, provided tactical and strategic solutions, and maintained strict compliance.

In my previous role as Financial Consultant Associate, I:• Instructed by Financial Advisor on significant strategic investments, pricing changes, proposals, and product launches.• Researched and analyzed potential topics; managed, prioritized, and advised on all the risks and opportunities of the current business development initiatives.• Acquired security licenses and continually engaged a data-driven mindset to efficiently tackle challenges affecting the existing process and suggested improvements. • Improved knowledge of brokerage/financial services at the operational level by providing administrative support functions, customer service communication, and distribution of sales and marketing material.• Developed and implemented strategic plans/initiatives to assist the organization meet and surpassing set business objectives and goals.

In my previous role as Business Analyst, I:• Responsible for managing an annual retail budget of $50M for the Fine Jewelry division through monitoring trends, sales patterns, and promotional planning.• Conducted detailed research on drew-up financial forecasting for future sales and inventory levels, recognizing the appropriate times for markdowns and turnover.• Managed inventory for merchandise distribution to 264 nationwide department stores to ensure demand was consistently met across those departments.• Stayed up to date on the latest processes and IT advancements to modernize processes; led reviews of business processes and development of optimization strategies.• Established and maintained relationships with partners and worked with them to optimize and enhance the integration for continuous business.