Wendelyn J. Walker, Rp® Email & Phone Number

Palm Springs, California, United States

Palm Springs, California

Palm Springs, California, United States

Palm Springs, Ca

SolAqua is a global leader in renewable energy solutions, offering a variety of commercial and residential solar water heating systems designed to meet the demand for hot water today and address the long-term energy goals of tomorrow. We pioneered the solar hot water collectors with our patented technology that provides a simple energy-efficient and cost-effective way to heat water for your home, business or pool.

Desert Hills, Cabazon, Ca

Office Administrator/Assistant General Manager at a level 5 premium brand outlet mall with 180 in-line retail tenants 48 of which are luxury brands along with 25 carts/kiosks. Simon Property Group is a publicly traded global retail real estate ownership, management and development firm employing more than 5,000 people. • On-site local leasing manager responsible for obtaining and processing all monthly short-term leases, rents, tenant sales and overage rents, liability insurance; and… Show more Office Administrator/Assistant General Manager at a level 5 premium brand outlet mall with 180 in-line retail tenants 48 of which are luxury brands along with 25 carts/kiosks. Simon Property Group is a publicly traded global retail real estate ownership, management and development firm employing more than 5,000 people. • On-site local leasing manager responsible for obtaining and processing all monthly short-term leases, rents, tenant sales and overage rents, liability insurance; and insures payments are received on time.• Point person for local leasing prospects, developing ideas, relationships and sales.• In-charge of the center Luxury Tenant initiative, responsible for monthly visits, quarterly events. Acts as a goodwill ambassador to Managers and District Managers.• Resolve customer and tenant complaints demonstrating effective conflict resolution.• Prepares bi-weekly payroll for center employees (20) complying with California Labor Laws, maintaining employee files are current and assisting in new hire processes.• In-charge of ordering all office and marketing supplies while controlling inventory levels and costs per center budget.• Process all accounts receivable and accounts payable items for entire center managing monthly services agreements.• Responsible for gathering and recording all monthly tenant sales from 180+ tenants insuring monthly sales overage bills are processed.• Assist in planning of all on and off-site events for shoppers and tenants. Show less

Encinitas, Ca

- Manage executive recruiters (internal and external) as well as research team, coaching, training and team building.- Full recruiting life cycle management

Encinitas, California

JobLeaders, Inc. is an Executive Recruiting and Consulting firm. Professionalism, integrity and long-term client relationships serve as hallmarks of our success and are the means by which we consistently exceed our clients’ expectations. JobLeaders® Recruiting represents a select group of companies, many of whom have been with us for numerous years. We specialize in sales and marketing and conduct searches at the analyst level to the executive level. My primary areas of focus are with… Show more JobLeaders, Inc. is an Executive Recruiting and Consulting firm. Professionalism, integrity and long-term client relationships serve as hallmarks of our success and are the means by which we consistently exceed our clients’ expectations. JobLeaders® Recruiting represents a select group of companies, many of whom have been with us for numerous years. We specialize in sales and marketing and conduct searches at the analyst level to the executive level. My primary areas of focus are with Sales, Category Management, Customer Marketing, and multi-functional account teams.The JobLeaders® Recruiting team is comprised of industry veterans from top-tier organizations such as Procter and Gamble, Schering-Plough, General Mills, Pepsi, Deloitte and Bank of America. Our knowledgeable and experienced team enjoys long-term partnerships with our client companies and candidates. This partnership, combined with an extensive network and thorough approach, enable us to identify the ideal candidate for the role and the company. Show less

Assisted Director of Sales & Strategy with the Key Private Bank Model Renovation Project that transitioned the Private Bank from transaction-based delivery platform into holistic, advice-based platform. Worked closely with leadership to develop and execute customized marketing and sales processes for each client segment.Project Manager for the WinBack Sales Strategy Initiative (cross-functional team project). Tracked/moved project ensuring deadlines/milestones were… Show more Assisted Director of Sales & Strategy with the Key Private Bank Model Renovation Project that transitioned the Private Bank from transaction-based delivery platform into holistic, advice-based platform. Worked closely with leadership to develop and execute customized marketing and sales processes for each client segment.Project Manager for the WinBack Sales Strategy Initiative (cross-functional team project). Tracked/moved project ensuring deadlines/milestones were metScheduled project update meetings, prepared/distributed status reports on project success200 new accounts opened with assets totaling $200M and $1M in estimated first year feesServed as external client communication project manager responsible for the coordination/execution of external client communications by collaborating with all support partners to execute communication plans as related to acquiring, deepening and retaining clients.Created monthly/quarterly sales revenue forecasting report utilizing monthly opportunity pipeline reports, revenue analysis reports and sales goal tracking data. Communicated results to upper management on a monthly nationwide call. Segment liaison to 19 Investment Solutions Specialists (ISS). Contributed to the development of the position and the procedures and policies for standardization across the 19 markets. Created the on-boarding process for the newly hired ISSs; administered and trained the process in the markets to ensure they immediately focused on generating new business revenue. Created and maintained the ISS Resources Web page streamlining operations, increasing efficiency and maintaining business best practices. Show less

Assisted the Wealth Management Department and the Senior Vice President New Business Officer with marketing collateral, presentation development and sales revenue tracking. Editor-in-Chief of the Wealth Management Quarterly Newsletter sent to 3,000 wealth management clients and centers of influence.Worked with marketing account manager on article topics, project timeline, proofing, editing and final print authorization.Redesigned mailing distribution process saving 48 hours manual… Show more Assisted the Wealth Management Department and the Senior Vice President New Business Officer with marketing collateral, presentation development and sales revenue tracking. Editor-in-Chief of the Wealth Management Quarterly Newsletter sent to 3,000 wealth management clients and centers of influence.Worked with marketing account manager on article topics, project timeline, proofing, editing and final print authorization.Redesigned mailing distribution process saving 48 hours manual labor by updating technology and utilizing the database marketing team.Streamlined presentation preparation time for entire department by implementing an on-line library of standardized marketing collateral.Supported SVP New Business Officer reaching "Highest Sale" Awards for 2006 and 2007. Show less

Beachwood, Ohio

Paraplanner responsible for assisting Financial Planners with client relationships including: financial planning data gathering, retirement income projections, estate planning, tax projections and tax return processing, insurance needs, investment management reporting and account documentation. Responsible for forty high-net-worth clients attending all client meetings taking accurate meeting minutes and follow up action items. Maintained assigned clients’ data on Junxure relationship… Show more Paraplanner responsible for assisting Financial Planners with client relationships including: financial planning data gathering, retirement income projections, estate planning, tax projections and tax return processing, insurance needs, investment management reporting and account documentation. Responsible for forty high-net-worth clients attending all client meetings taking accurate meeting minutes and follow up action items. Maintained assigned clients’ data on Junxure relationship software assisting in relationship management, recommendations for changes/updates of their current plan and fee agreement tracking.Prepared and updated portfolio summary reports, investment policy statements, new account applications, account transfer paperwork, name and beneficiary changes as well as all written client correspondence. Show less

Handled all aspects of back-office management of client accounts and operations.Integrated and incorporated Junxure Relationship Manager Database Software ensuring client information was accessible to all employees and action management tasks were efficiently recorded and tracked.Lead technical authority for Schwab Performance Technologies, implementing software, data integrity, back-up processes and disaster recovery. Schwab liaison facilitating with client trades, deposits, account… Show more Handled all aspects of back-office management of client accounts and operations.Integrated and incorporated Junxure Relationship Manager Database Software ensuring client information was accessible to all employees and action management tasks were efficiently recorded and tracked.Lead technical authority for Schwab Performance Technologies, implementing software, data integrity, back-up processes and disaster recovery. Schwab liaison facilitating with client trades, deposits, account administration, transactions and reconciliation as well as client quarterly and annual reports.Created firm's operations manual, implementing office procedures, creating templates and forms. Assisted in designing website as well as daily updating and maintenance.Developed marketing collateral pieces including sales brochures and presentations. Show less

B2B Sales

Bachelor Of Arts - Ba

Rp, Financial Planning