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director of investor relations resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary
  • JessicaAMIE Claire JessicaAMIE Claire SUMMARY Ambitious and reliable, loyal professional with strong work ethic and integrity. 25 years' experience providing exceptional customer service. Expertise in administrative functions, problem resolution, and facilitating open communication and positive interactions with clients, coworkers and vendors while maintaining high personal & professional standards and a drive to go above and beyond. Proficient Microsoft Office
  • Adobe Office Management/Administration Customer Service
  • Strategic Planning Staff Training & Leadership Intermediate ProJessicaect planning
  • Scheduling Data Analysis
  • Purchasing Inventory Management Applications & Personal Skills Flexible and Adaptable Detail Oriented
  • Self-driven Organizational Development Time Management
  • Trello Click Up
  • Slack
  • Smartsheets SUMMARY Ambitious and reliable, loyal professional with strong work ethic and integrity. 25 years' experience providing exceptional customer service. Expertise in administrative functions, problem resolution, and facilitating open communication and positive interactions with clients, coworkers and vendors while maintaining high personal & professional standards and a drive to go above and beyond.

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

[Area of study] student seeking internship in [Area of expertise] to gain hands-on experience. Strong technical proficiency with work history in [Area of expertise]. In-depth knowledge of [Software] coupled with [Task] and [Task] abilities. Proven history of [Soft skill] and [Soft skill].

Skills
  • High Impact Presentations
  • 2018
  • Proficient
  • Microsoft Office
  • Adobe
  • Office Management/Administration
  • Customer Service
  • Strategic Planning
  • Staff Training & Leadership
  • Intermediate
  • ProJessicaect planning
  • Scheduling
  • Data Analysis
  • Purchasing
  • Inventory Management
  • Applications & Personal Skills
  • Flexible and Adaptable
  • Detail Oriented
  • Self-driven
  • Organizational Development
  • Time Management
  • Trello
  • Click Up
  • Slack
  • Smartsheets
  • Adobe, Funds, ProJessicaect planning
  • Benefits, Insurance, Publication
  • Credit, Inventory, Purchasing
  • Client, Inventory Management, Reporting
  • Clients, Leadership, Sales
  • Customer Service, Managing, Scheduling
  • Data Analysis, Materials, Strategic Planning
  • Database, Microsoft Office, Tax returns
  • Detail Oriented, Office, Time Management
  • Email, Negotiations, Troubleshoot
  • Staff Training, Newsletter
  • Financing, Office Management/Administration
  • Financial, Organizational Development
  • Financial statements, Presentations
  • Forecasting, Problem resolution
  • Professional relationships
  • Office management expertise
  • Client relations expertise
  • Standard office practices
  • Professional communication
  • Investor relations
  • Professional relationship development
Experience
Director of Investor Relations, 12/2016 - 06/2019
Hp Inc New York, NY,
  • Managed office: ordered office supplies, print materials, delegated daily and monthly tasks, planned employee events and led month end process.
  • Created & implemented standard operating procedures.
  • Organized and maintained a database of company files and client information.
  • First point of contact for all incoming calls; answered questions regarding monthly dividend and payout, our products, the company and our goals; and general fund questions.
  • Supported sales team of 12 by weekly forecasting to anticipate & troubleshoot internal and external issues.
  • Created webinars to educate sales team on the solutions to issues found.
  • Coordinated travel and dining arrangements for tradeshows.
  • Assisted in the publication of monthly newsletter along with related email campaigns and reported performance weekly.
  • Implemented & maintained inventory controls; purchased employee clothing and promotional items.
  • Served as transfer agent by setting up and managing investor accounts, monthly distributions and reporting to third parties.
  • Interviewed and onboarded third parties to accurately setup new funds which included company procedures and company values.
  • Liaised between investors, hotels, and field sales team to ensure simple and seamless customer service.
Treatment Coordinator, 07/2016 - 12/2016
Dental Care Alliance Largo, FL,
  • Educated patients on available services, procedures, payment options including financing and clarified questions regarding dental insurance coverage to help maximize benefits.
  • Scheduled appointments, made calls regarding follow up, appointment reminders, or to address past due accounts.
Loan Processor/Underwriting Assistant, 01/2011 - 07/2016
Wallwork Financial City, STATE,
  • Prepared credit packages for loan approval by verifying client's personal and/or business income through analysis of credit reports, financial statements, tax returns, and other financial-related information.
  • Assisted internal sales team, dealerships, and clients regarding pertinent account information, payments, documents needed, and problem resolution.
  • Facilitated rate and term negotiations, generated lease and loan documents, reviewed completed loan packages to ensure accuracy, and remitted materials to bank to support funding evaluation.
Education and Training
Associate Degree: Business Management, Expected in 2010
-
Rasmussen College - Fargo, ND
GPA:
Status -
Activities and Honors
Additional Information

Antique restoration; painting, fashion!!!

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Resume Overview

School Attended

  • Rasmussen College

Job Titles Held:

  • Director of Investor Relations
  • Treatment Coordinator
  • Loan Processor/Underwriting Assistant

Degrees

  • Associate Degree

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