SUMMARY OF QUALIFICATIONS:
·Diversified experience with financial securities marketing procedures and transaction processing.
·Adept at organizing and implementing systems and procedures.
·Strong communication and interpersonal skills.
·Demonstrated ability to quickly learn and grasp new ideas and concepts.
·Capable of working independently or as part of a team effort.
·Computer proficient.
EDUCATION:
LYNNUNIVERSITY
9/97-12/00
Bachelor of Business Administration Degree
Major: Business Administration GPA: 3.0
LYNN UNIVERSITY
3/03- Present
Masters in Internation Business/Marketing
WORK EXPERIENCE:
SALOMON SMITH BARNEY
REGISTERED MARKETING ASSOCIATE
Fort Lauderdale/Boca Raton, FL 3/02-4/03
- Prospect for clients by cold calling and networking.
- Set up financial seminars and speak about the products being presented.
- Run Net Worth, Retirement, Education and Estate Planning reports for prospective clients.
- Work with different newspapers and magazine executives to market brokers.
REGISTERED SALES ASSISTANT
Boston, MA 1/01-3/02
- Take clients orders and provide market quotes.
- Reconcile corporate accounts on a weekly basis.
- Settle Stock Option trades and produce confirms for corporations.
- Distribute leads to Reinvestment Specialists from Stock Option Exercises.
- Prepare presentations for prospective Corporate Service Clients.
- Assists Financial Consultant with retail accounts.
Boca Raton, FL 33496
561-995-0898 * 954-560-2349