Sandy Bryan Email & Phone Number

United States

Charles Town, WV, US

Columbia, Maryland, US

• Prioritize incoming requests and monitor all tasks in the CRM Tracker.
• Manage clients' most complex requests.
• Monitor compliance-related items and complete associated requirements.
• Reduced training time of new hires by half with the creation of the “CSA Manual.”
• Researched and implemented a new scheduling software to improve team efficiency.

Columbia, Maryland, US

• Prepared all the clients’ review meetings and proactively filled out forms needed for the meeting.
• Completed transactions, maintenance, or inquiries for all the client's requests promptly.
• Contacted clients to collect information and resolve issues.

Pittsburgh, Pennsylvania, US

• Earned 2021 Market All-Star Reward for the Asset Management Group.Earned 2021 Market All-Star Reward for the Asset Management Group.Client Advisor Support:
• In charge of the ongoing process by opening new accounts and supervising asset transfers.
• Increased our prospect retention by 35% by implementing new retention strategies and monitoring advisors’ pipeline.
• Organized in-person and virtual events to retain new prospects, with a closing rate of 55%.
• Analyzed client information by collecting and presenting reports.
• Coordinated pre and post-prospect meetings between different teams.Banking Support:

Pittsburgh, Pennsylvania, US

• Assist customers in the resolution of their banking and lending problems.*
• Collaborate with ecosystem partners for investments, mortgages, and wealth referrals.
• Leading branch sales and top five in sales revenue for the region.
• Excellent customer service leading to loyalty and growth for customer share of wallet.* Certified Lending Advisor.

Pittsburgh, Pennsylvania, US

- Apply knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals.- Collaborate with ecosystem partners to grow customer's share of wallet.- Participate in branch daily operations, ensuring they are completed in an efficient and accurate manner.

San Francisco, CA, US

Managed and Scheduled family calendar, care taker of two children. - Improved family performance; scheduling, organizing, arranging activities and obligations.- Resolved problems; from calendar conflicts to travel arrangements.- Developed high level of negotiation skills.- Educated the family on Basic Spanish.

Madrid, Madrid, ES

Organized and coordinated regional events and led trainings for distributors of theregion.- Lectured groups of over 50 people.- Responsible for annual budget for events: increased the events entries by 20%.- Worked directly with the CEO and VPs of the company.- Translated documents from English to Spanish.

Greensboro, NC, US

Implemented an American business in the Spanish market; prospecting B2B and B2Ccustomers and public figures.- Managed and trained sales team of 15.- Won the "National Team Building" Challenge.- Researched, analyzed, and created a Market Study.- Increased sales by a 35% in 18 months.

Worldwide, OO

Operated and supervised the shipping process of four countries for Hewlett-Packard.- Conducted and computed the procurement of over 250 million dollars worth of printers.- Accomplished cross-functional activities to ensure process compliance, company revenue recognition, and booking policies.- Key interface with other departments as go-to for customer.

Barcelona, Catalunya, ES

Administrated, analyzed, budgeted, planned and managed the budget.- Managed payroll process for teachers and students.- Created and managed the classes calendar.- Supervised students when teachers and directors were absent.- Reported to directors of the school.

Barcelona, Catalunya, ES

Managing social media strategy ( Facebook, Twitter and Blog) - Management of student’s prospection -Organization of Open House and other events.

Männedorf, CH

Managing foreign sales to french, Russians and Chinese customers. Warehouse management, order arrivals, organization of the displays. Maintenance shop, openings and closings of the store. Cash collection management.

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Digital Photography, Photography

Certified Financial Advisor Certification, Financial Planning And Services