Nicole Pate Email & Phone Number

Williamsville, New York

Wells Fargo Advisors, is a financial services company providing comprehensive advisory services. I am a Client Associate working for The Schneeweiss Group of Wells Fargo Advisors Wealth Management and Consulting. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPCI provide operational support to ensure high levels of customer service to meet a variety of personal and business needs.

Rochester, New York Area

Northwestern Mutual is a financial services company providing comprehensive advisory services and insurance, investment and retirement solutions to meet a variety of personal and business needs.I am an Associate Financial Representative for Russell K. Schwartzbeck, CLU®, ChFC®, CFP®, Managing Director and Wealth Management Advisor. As member of the Complex Management Team in Rochester, NY I provide overall operations leadership to ensure profitability and high levels of client… Show more Northwestern Mutual is a financial services company providing comprehensive advisory services and insurance, investment and retirement solutions to meet a variety of personal and business needs.I am an Associate Financial Representative for Russell K. Schwartzbeck, CLU®, ChFC®, CFP®, Managing Director and Wealth Management Advisor. As member of the Complex Management Team in Rochester, NY I provide overall operations leadership to ensure profitability and high levels of client service within our financial services practice group. Based in Buffalo since 2009, I manage my responsibilities remotely. 2012 Northwestern Mutual Commitment to Excellent Award recipient for demonstrating excellent service, time management, sales and continue learning of systems and products. Show less

Rochester, New York Area

A woman-owned small business providing domestic and international travel itineraries for personal and business travel supporting group or individual travel needs.Selected accomplishments:• Implemented a new web-based booking platform targeted at B2B clients.• Developed User documentation and provided training to clients.

Rochester, New York Area

A single-source global provider of blended learning solutions with 40 monthly newsletters and 30 ancillary products. Selected accomplishments: • Promoted to position; managed a team of 17 in the Call Center, Data Entry, Tele-sales, and Product Fulfillment departments. • Developed annual strategic plans to increase customer satisfaction and sales. • Created and implemented an inside sales program for Journal sales, designed layout of marketing collaterals and… Show more A single-source global provider of blended learning solutions with 40 monthly newsletters and 30 ancillary products. Selected accomplishments: • Promoted to position; managed a team of 17 in the Call Center, Data Entry, Tele-sales, and Product Fulfillment departments. • Developed annual strategic plans to increase customer satisfaction and sales. • Created and implemented an inside sales program for Journal sales, designed layout of marketing collaterals and departmental statistical reports to guide executive and sales team strategy and decision making.• Implemented process improvements to reduce headcount from 17 to 10. • Created and implemented purchasing and inventory control systems; managed system upgrades, and a tracking system to document product sales, service levels and new product inquires. Recognized by management for taking initiative to learn P-code to extract the data.• Developed visibility for available products and services and inbound/outbound product cross-sell program resulting in a 10 % increase in sales YOY.• Selected by senior management to manage transition project following acquisition of Element K; position was relocated to S. Carolina due to acquisition of Division by ELI Journals. Show less

Rochester, New York Area

Selected accomplishments:• Inbound B2B customer interface to identify needs, field questions, provide product and service information and sell products. • Managed product and service order entry, monetary transactions, and provide customer problem resolution. • Led new hire training in customer service processes and company policies to ensure successful on-boarding and productivity. • Consistently exceeded daily inbound call quotas and maintained a dropped call rate of less… Show more Selected accomplishments:• Inbound B2B customer interface to identify needs, field questions, provide product and service information and sell products. • Managed product and service order entry, monetary transactions, and provide customer problem resolution. • Led new hire training in customer service processes and company policies to ensure successful on-boarding and productivity. • Consistently exceeded daily inbound call quotas and maintained a dropped call rate of less than 3%. Show less

Rochester, New York Area

A locally-based community financial institution providing personal banking services. Selected accomplishments:• Developed relationships with new and existing customers, identified needs and offered products, and resolved service issues.• Traveled to branches to implement Mosaic Teller software upgrades and installation, training, on-site support and quality assurance testing.

Education record

Completed credit hours toward B.S. in Business

Education record

PROFESSIONAL DEVELOPMENT GROUP, INC., Rochester NY • Performance Management and Coaching • Situational Leadership • Communication and time.