Wendy Wesselmann Email and Phone Number

Coached clients with sorting, prioritizing and placement of household items. Worked with relocation companies and their clients to reduce move weight through recycling, donation and disposal.

Working for individuals and families in making one of life's largest descisions; the purchase or sale of a home.

Successfully completed rotations through Banking Centers, Retail Lending, Leasing, Mortgage Loan, Collections, Investments, Commercial Credit, Customer Service and Trust. Coordinated community service activities for agencies such as Junior Achievement, Big Brothers/Big Sisters, United Way and March of Dimes.

Coordinated campaign activities for 180 area businesses. Wrote speeches and gave presentations to solicit donations. Provided management with campaign status updates.

Assisted the Director of Investor Relations of a multinational company. Aided in the coordination of financial analyst meetings. Managed customer database. Distributed financial reports, corporate brochures, and press releases to financial analysts.

Obtained Series 7 General Securities Representative and Series 63 Uniform Securities Agent Licenses. Responsible for the expedition of licensing applications of registered representatives meeting requirements of the National Association of Securities Dealers (NASD) and state regulatory agencies. Monitored and maintained records of the firm’s 350 representatives and provided information and assistance with all aspects of the various securities exams and licenses. Aided the Recruiting Department in its effort to hire new representatives.