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Bruner Avenue * Baychester, NY 10469
ms680f80@westpost.net * (914) 843-6817
Financial Consulting * Real-estate Sales Management * Project manager
Experienced manager with over 10 years of management experience. Quick learner,
with the ability to master new concepts and processes. Proven tract record of ma
naging large staff with excellent result. Highly analytical, with ability to res
olve complex issues and boost company performance. Financial Consultant leveragi
ng solid background working with high profile clients. Skillfully advise clients
regarding investments and insurance to protect and grow assets. Utilize excelle
nt interpersonal skills to cultivate close working relationships with clients. H
olds Life and Health, Series 7 and Series 66 Securities Licenses.
JPMORGANCHASE - Greenwich, Connecticut
Licensed Banker
Main responsibility was to generate new business by deepening banking relationsh
ip, utilizing investment products, loans, and deposits. Sold a wide range of fin
ancial products: i.e C.Ds, mutual funds, Bonds, annuities, and loans. Analyze cu
stomer needs, meeting both short and long-term financial goals. Prospect using c
old calling, networking, events, referrals, and other methods. Work with small b
usinesses on opening new business account and merchant services.
Key achievements:
1. Educate customers to make informed financial and banking decisions.
2.Consistently meet and exceed goals.
AXA FINANCIAL - New York, New York
Financial Consultant
Provide client advice regarding appropriate investment strategies utilizing var
ious investment vehicles.Recommend equity portfolios for high net worth clients
utilizing combined money managers, mutual funds, exchange traded funds and stock
s. Serve as key member of several teams with managed assets exceeding $50 millio
n. Prepare written risk management plans for broad cross section of wealthy clie
nts. Propose life insurance solutions for income enhancement, pension maximizati
on, and estate tax reduction, utilizing annuities and irrevocable life insurance
Key Achievements:
Evaluated and recommended investment portfolios generating substantial profit.
Effectively established clients utilizing cold calling as well as natural market
Sales Manager
Drove sales and profitability for real estate organization handling both furnish
and residential properties. managed staff of 7 in sales, leasing, and managemen
t of properties. Promoted sales and established new clients. Conducted employee
training in sales and customer interaction. Created advertising and tracked sale
s. Negotiated sales and renovation contracts as well as leases. Conducted market
analyses, qualified new buyers, and drafted advertising for home sales.
Key Achievements:
Effectively connected with customers and reliably located best properties in app
licable price range, ensuring top sales and customer satisfaction.
Reliably closed top number of deals (2) weekly.
A&P TEA COMPANY - Bronx, New York
Operations Manager
Managed over 80-100 warehouse staff., supervisors, unions men, and clerks. Util
ized Warehouse Management System (WMS). Planned production and conducted work lo
ad assessments to reduce costs and drive productivity through efficient use of r
esources. Communicated with transportation department to improve logistics and e
nsure customer satisfaction. Conducted daily staff meeting. Oversaw training and
development. Managed distribution processes.
Key Achievements:
Demonstrated excellent ability to manage large staff for reliable goal achieveme
Implemented procedures to improve productivity, quality, and efficient delivery
of products.
Evaluated and capitalized upon cost reduction opportunities by consistently moni
toring and analyzing operational expenses.
*** ** *** ** ***
Additional experience includes Bookkeeper for Century 21 Himark Realty, Bronx, N
ew York; Library Clerk for Niagara University, Niagara Falls, New York; and Sale
s Representative for Worldwind Enterprise, Syracuse, New York
Bachelor of Science in Marketing and Business Logistic Management
Niagara University - Niagara Falls, New York
Professional Development
Management Training Course ~ Columbia University
Alcohol /Substance Abuse Identity Training ~ Ryder Transportation
Life and Health, Series 7 and Series 66 Securities
Real Estate Agent ~ State of New York