Extensive experience in service operations efficiency management client relationship management consultative sales product management and development. Proven results in the support and growth of accounts and services innovative solutions risk and compliance adherence personnel development and increasing customer satisfaction. Excellent interpersonal multitasking analytical and leadership skills. Adept communicator and presenter. NJ/New - Private Client Group Rendered financial planning, investment advice, and product information to clients based on their investment objectives, target time frames, and levels of risk tolerance. Duties required successful client relationship management, knowledge of investment programs, products, financial markets, and suitability of recommendations. Required continual prospecting and profiling to expand client base, effective presentation skills, and strong interpersonal skills. Other Professional Experience: Managerial positions in varied aspects of securities brokerage operations including investment professional support services funds processing cash management and securities processing.

Highlights:

• Management
• Wealth Management
• Consultative Sales
• Equity
• Financial
• Financial Services
• Sales
• Services
• ACD
• Automatic Call Distribution