Assistant Investment Sales Manager Resume Example

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ASSISTANT INVESTMENT SALES MANAGER
Professional Summary
To obtain a position in the Marketing/Event Planning field, with a team that strives for excellence. My overarching objective is to add value, provide insight, and utilize my proficiencies to help your organization accomplish its goals.
Skills
  • Excellent communicator with strong presentation skills and public speaking capability
  • Organized professional, with sound and resolute leadership experience
  • Experienced in interacting and exchanging ideas with various levels of management (mid-level, senior and executive)
  • Creative and innovative
Education
MBAMarketing and FinanceFORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESSCity, State | 2014
  • [3.9] GPA
  • Phi Kappa Phi Honors Society
  • Relevant Coursework: Marketing Research; Marketing Analytics; Marketing to Young Consumers; New Product Development; Gaining Global Business Perspective: Galway, Ireland; Communicating Corporate Image Responsibly 
BSBusiness ManagementST. JOHN'S UNIVERSITYState | 2009
  • [3.9] GPA
  • Summa Cum Laude; Phi Eta Sigma Honors Society; The International Honor Society, Beta Gamma Sigma
Work History
GardaworldAssistant Investment Sales Manager | Portland , OR | March 2010 - Current
  • Manage Investment meetings on quarterly basis as well as monthly conference calls, motivating sales force to achieve set goals
  • Conduct quarterly branch visits to assist representatives in achieving higher revenue production
  • Assist in developing Investment budgets for following year 
  • Plan and organize events for top performers in Investment and Retail Departments aimed at boosting engagement and performance 
  • Create Investment marketing materials - campaigns, postcards, and flyers 
  • Prepared presentations to encourage Flushing Bank to become more involved with local charities
Pnc Financial Services Group, Inc.Lead Teller | Warsaw , IN | June 2009 - March 2010
  • Coached and supervised other tellers to ensure the smooth flow of operations in daily work functions
  • Carried out monthly audit of inventory (cash, certified checks, starter account opening kits, etc.) maintained in vault alongside Operations Supervisor
Espark LearningPart-time Teller | City , STATE | December 2008 - June 2009
  • Responsible for cross selling of bank products in conjunction with the business development team
  • Performed proof of all teller daily transactions against the system reporting and reconciled differences
Clash MediaMarketing Intern | City , STATE | October 2008 - December 2008
  • Assisted media team with campaign placement
  • Supported account management team with campaign analysis utilizing Excel
Abercrombie & FitchCashier and Sales Assistant | City, State | January 2006 - January 2009
  • Processed high volumes of cash and credit transactions efficiently
  • Assisted customers in selecting merchandise and making purchases resulting in higher sales
Additional Information
ADDITIONAL
Leadership Activities
  • Flushing Bank Service Champion for Investment Department - 2013
  • Flushing Bank Team Captain for American Heart Association Walk - 2012
Community Service and Extracurricular Activities -
  • Member of New York Cares - 2011-Present 
  • Lambda Phi Sorority - 2005-2009; Academic Coordinator (2010); Secretary (2011) 

  • NY State Insurance License - Life, Accident, and Health

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Resume Overview

School Attended

  • FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
  • ST. JOHN'S UNIVERSITY

Job Titles Held:

  • Assistant Investment Sales Manager
  • Lead Teller
  • Part-time Teller
  • Marketing Intern
  • Cashier and Sales Assistant

Degrees

  • MBA Marketing and Finance
    BS Business Management

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