• Build strong, personal relationships with clients in order to implement business strategies while trying to generate leads and referrals • Deliver unparalleled value, excellent service and provide a positive client experience• Assist the Branch Manager and sales staff with meeting client's needs• Receive checks and or security deposits, check disbursements and new account processing• Actively uncover additional business development opportunities• Qualify prospects and… Show more • Build strong, personal relationships with clients in order to implement business strategies while trying to generate leads and referrals • Deliver unparalleled value, excellent service and provide a positive client experience• Assist the Branch Manager and sales staff with meeting client's needs• Receive checks and or security deposits, check disbursements and new account processing• Actively uncover additional business development opportunities• Qualify prospects and clients for potential asset management products• Schedule clients with an Associate Financial Consultant and/or Financial Consultant for further consultation• Work within a team environment to ensure sales goals and other metrics are met Show less

Responsible for all marketing efforts on retail side of Registered Investment Advisor business. Created business development strategies and generated sales leads through innovative email marketing campaigns. Managed lead flow and distribution of leads to sales team. Designed advertisements for diverse market strategies and mutual funds. Wrote marketing content to assist sales team in acquiring new clients and retaining existing business. Composed quarterly commentary on company strategies… Show more Responsible for all marketing efforts on retail side of Registered Investment Advisor business. Created business development strategies and generated sales leads through innovative email marketing campaigns. Managed lead flow and distribution of leads to sales team. Designed advertisements for diverse market strategies and mutual funds. Wrote marketing content to assist sales team in acquiring new clients and retaining existing business. Composed quarterly commentary on company strategies offered to current and potential clients. Prepared quarterly updates for clients regarding previous and anticipated future stock market results. Updated and monitored all current marketing materials and performance metrics.** Instrumental in building company brand and increasing lead flow by ghostwriting two articles per week for CEO and Senior Portfolio Manager (Mitch Zacks), sent to approximately 500,000 prospective clients, on current events and stock market commentary.** Developed specific marketing plan and campaign to improve monthly inflows to company mutual funds.** Oversaw production and distributed monthly video presentations on current stock market and economic conditions to sales team for use with existing clients and prospects. Show less

As a Wealth Management Associate my responsibilities included the following:-Make outbound calls to high-net-worth investors with the goal of qualifying them and setting a meeting with the prospect and a Regional Vice President.-Build relationships with prospective clients and generate interest in Zacks Investment Management.-Work with outside sales reps to help acquire new clients.Accomplishments:-Top producer for seven of the eight months I was in the position… Show more As a Wealth Management Associate my responsibilities included the following:-Make outbound calls to high-net-worth investors with the goal of qualifying them and setting a meeting with the prospect and a Regional Vice President.-Build relationships with prospective clients and generate interest in Zacks Investment Management.-Work with outside sales reps to help acquire new clients.Accomplishments:-Top producer for seven of the eight months I was in the position. -Promoted to Marketing Director after eight-and-a-half months as a Wealth Management Associate. Show less

Received incoming calls from current and prospective customers, promoted products and services, and provided recommendations to ensure a high degree of client satisfaction.• Handle incoming calls or inquiries from prospective customers or clients• Worked closely with outside salespeople to maximize efficiencies and client acquisition • Discuss products offered and ensures customer satisfaction• Complete supporting paperwork and data entry as required•… Show more Received incoming calls from current and prospective customers, promoted products and services, and provided recommendations to ensure a high degree of client satisfaction.• Handle incoming calls or inquiries from prospective customers or clients• Worked closely with outside salespeople to maximize efficiencies and client acquisition • Discuss products offered and ensures customer satisfaction• Complete supporting paperwork and data entry as required• Accurately captures customer information• Create and maintain service reports Show less

Managed all phases of sales cycle from prospecting and presentation through closing and execution of online offers. Met with local areas vendors to communicate value proposition and generate sales within multiple business categories such as restaurants, amusements, spas, and salons.** Produced solid sales growth by identifying new business prospects throughout region.** Drove incremental revenue to client businesses by presenting creative opportunities to vendors and building… Show more Managed all phases of sales cycle from prospecting and presentation through closing and execution of online offers. Met with local areas vendors to communicate value proposition and generate sales within multiple business categories such as restaurants, amusements, spas, and salons.** Produced solid sales growth by identifying new business prospects throughout region.** Drove incremental revenue to client businesses by presenting creative opportunities to vendors and building awareness of products and services. Show less

Leveraged 6+ year tenure with privately owned, independent money management firm to serve in most recent role cultivating and strengthening more than 160 relationships with high-net-worth clients. Proactively managed and grew relationships through regular personal meetings as well as telephone and email communications. Assessed specific client needs, offered effective solutions, and led presentations on economic, geopolitical, sentiment, and stock market conditions to clients ranging from… Show more Leveraged 6+ year tenure with privately owned, independent money management firm to serve in most recent role cultivating and strengthening more than 160 relationships with high-net-worth clients. Proactively managed and grew relationships through regular personal meetings as well as telephone and email communications. Assessed specific client needs, offered effective solutions, and led presentations on economic, geopolitical, sentiment, and stock market conditions to clients ranging from novice to expert investors. Acted as liaison between top-level clients and company’s investment decision makers.** Maintained high percentage of clients and expanded relationships with over 160 key accounts despite significant financial losses during worst economic crisis since Great Depression.** Won Retention Excellence Award for retaining all clients over 15-month period.** Consistently earned ranking as Top 10 Performer out of 150 Relationship Managers.** Earned recognition as Award Winner and Member of ’08 All Star Team. Show less

-- Portfolio Evaluation Associate, 2/2005 to 11/2006Served in newly created position to manage and analyze over 1,000 new client portfolios while providing recommendations based on client goals, time horizons, and risk tolerance. Developed and presented customized investment proposals with appropriate details for each portfolio. Established and continually maintained open, year-round communication with clients regarding individual investments.** Maximized client results by… Show more -- Portfolio Evaluation Associate, 2/2005 to 11/2006Served in newly created position to manage and analyze over 1,000 new client portfolios while providing recommendations based on client goals, time horizons, and risk tolerance. Developed and presented customized investment proposals with appropriate details for each portfolio. Established and continually maintained open, year-round communication with clients regarding individual investments.** Maximized client results by developing targeted recommendations based on customer goals, risk assessments, and financial analyses.** Substantially improved lead generation by conceptualizing and creating unique marketing brochures (“The 15-Minute Retirement Guide” and “The Eight Biggest Investing Mistakes”) distributed nationally to clients and prospects. Show less

-- Account Executive, 4/2004 to 2/2005Contacted prospective high-net-worth investor clients to build trust and communicate company philosophy and strategy. Worked closely with top-level executives to secure client meetings and facilitate new acquisitions. Trained, mentored, and provided performance feedback to five new Account Executives.** Selected as first Account Executive to receive “Ramp-Rate Bonus” for producing highest sales in first four months in position.

-Compiled, analyzed and edited all statistics for the sports desk. Responsible for theaccuracy of every statistic while working under tight and strict deadlines.-Created graphs and charts for print publication and arranged layout to optimizereadership. -Researched and created new and different statistical representations of data based on

-Managed staff of 12 reporters for Arizona State University's daily newspaper.-Edited 7-8 news stories per day for publication.-Wrote unsigned editorials for publication.