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Susan B

General - 19 Years of Experience - Near 08724

Occupation:

General

Location:

Brick, NJ

Education Level:

Some College Units Completed

Will Relocate:

YES

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effective Creative detail oriented and dexterous professional with over 20 years experience spanning across: portfolio associate financial planning sales assistant customer services representative and product specialist delivering and meeting organization targets and deadlines. Adept at multitasking defining problem and proffering solution to ensure the continuity of operations and ascertain the goals of the organization. A highly motivated adaptable and responsible individual skilled at utilizing the professional and practical skills developed through past work experiences academic background and active participation in interpersonal sessions seminars and symposium towards smooth transition into diverse job needs. Seeking key position that foster the development of individualism and the expansion of knowledge while contributing maximum quota to the achievement of the organization goals and objectives. PROFESSIONAL SUMMARY * Outstanding ability in coordinating pre, post and continuous involvement in administration duties, processes and projects. * Professional capabilities in proposal drafting, reviewing and writing with topnotch research mindset and presentation. * Exceptional ability to supervise, coordinate and manage administration goals and target through compact relationship with clients, personnel, staff and management board. * Exceptional ability to develop, manage, and implement new policies and strategies. * Possess a strong set of transferable skills from a professional background including, innovative skill, strong analytical skills, active team player, strong work ethic and capable of independent problem solving. * Ability to repair trust, locate resource for problem resolution and design best -option solution. * Outstanding ability in preparing financial spreadsheets, data entry and database management expertise. * Exceptional capabilities in initiating close-out transactions on-line for open commitments. * Excellent verbal and personal communication skill, highly adept working individually and collectively.

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COMPANY POSITION HELD DATES WORKED

(Confidential) Portfolio Associate 1/2007 - Present
Brendon Pierson Inc. Financial Planning Sales Assistant 1/2000 - 1/2007
Valic Customer Services Representative 1/1994 - 1/2000
Morgan Stanley Annuity Sales Desk Product Specialist 1/1990 - 1/1994
Monmouth University Marketing Major 1/1986 - 1/1989
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