Relationship Manager or sales rep at custodial financial firm

Greetings: With close to 12 years working within Institutional Services I come with a uniquely strong and well-rounded background in all aspects of servicing high-end financial planners and registered investment advisors. I’ve touched all areas of the organization while providing our clients guidance on the most complex scenarios and creatively resolving sensitive issues. My in-depth knowledge allowed me to train all new hires whether they reported to me directly or not. Being passionate about the business has allowed me to develop and maintain strong relationships with the investment advisors that were in the Mid Atlantic region of the US. I was even tasked by my Senior VP’s with taking on other advisory firms that were not in my region because of my consistent track record of delivering above superior service. My ultimate goal is to resume my career in this field where I can continue to assist financial planners and advisors to help grow their business. Attached is my resume for your review and consideration. Thank you in advance.

Collections Agent

New York, NY