Shelley Frank personal email
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Shelley Frank phone numbers
As a Sales and Customer Service professional, I am a focused, energetic and creative person. Highly personable and motivated, I have over 20+ years of experience in a professional environment. This includes sales, customer care, and training in retail, market data, brokerage and banking. Skills: Salesforce; Siebel; Webex; Adobe Connect; building strong client relationships; account maintenance; account coordination; presentation skills; product specialist/consultative work; excellent attention to detail; strong organizational skills; effectively work with others as part of a team as well as a self-starter.
Fountainhead Financial Llc
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Operations ManagerFountainhead Financial Llc Jan 2015 - Present
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Stylist/Sales RepresentativeTrunk Club Dec 2013 - Sep 2014Chicago, Il, UsTrunk Club was started to solve a simple problem – shopping for clothes in stores or online just doesn’t work for most guys. It’s overwhelming, inconvenient, and takes way too much time. With Trunk Club, guys discover awesome clothes that are perfect for them without ever having to go shopping. Worked with men to update their style. Sold both in-house and over the phone through networking and qualified leads. Established a strong client base and cultivating long-lasting relationships with clients. -
Client SpecialistThomson Reuters Jan 2005 - Jan 2013Toronto, On, CaCreated and delivered focused classroom, e-learning and face to face training on Thomson Reuters desktop products to enable clients to derive maximum benefit within their job role. Made initial contact, maintained and built professional relationships to key end-users including heads of desks, equity traders and portfolio managers to ensure ongoing and increasing client satisfaction. Liaison between client and account team during the creation of new deals and contracts as well as retention of clients. -
Sales AssistantZiv Investment Company Aug 1999 - Dec 2004I assisted in the buying and selling of stocks and options to retail clients. I placed trades, provided clients with execution prices and balanced daily trade blotters. I maintained an organized and complete filing system for regulators.
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Scout Brokerage Services Sales AssistantUmb Bank Jun 1996 - Aug 1999Kansas City, Mo, UsKey Responsibilities Include:Assisted in selling fixed income and money markets to retail and corporate clientsProvided treasury, corporate and municipal bond quotes to clientsResearched and handled day to day client inquiries -
Private Banking OfficerUmb Bank Dec 1992 - Jun 1996Kansas City, Mo, UsKey Responsibilities Include:Independently sold banking services and investment products Managed the client's checking/savings and money market accountsMade daily sales calls to cross-sell banking productsAchieved monthly sales call goal and completed monthly sales call reports
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Executive AssistantUmb Bank Apr 1986 - Dec 1992Kansas City, Mo, UsKey Responsibilities Include:Assisted commercial customers with loan transactions and general banking needsManaged confidential business transactionsPlayed an instrumental part of developing an at-risk program for children
Shelley Frank Skills
Shelley Frank Education Details
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University Of Missouri-ColumbiaBachelor
Frequently Asked Questions about Shelley Frank
What company does Shelley Frank work for?
Shelley Frank works for Fountainhead Financial Llc
What is Shelley Frank's role at the current company?
Shelley Frank's current role is Operations Manager at Fountainhead Financial LLC.
What is Shelley Frank's email address?
Shelley Frank's email address is sh****@****hoo.com
What is Shelley Frank's direct phone number?
Shelley Frank's direct phone number is +131261*****
What schools did Shelley Frank attend?
Shelley Frank attended University Of Missouri-Columbia.
What skills is Shelley Frank known for?
Shelley Frank has skills like Financial Markets, Fixed Income, Financial Services, Trading, Banking, Salesforce.com, Microsoft Office.
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