manager resume example with 11+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Key Competencies
  • Project Management Proficiencies
  • Customer Service
  • Strong Leadership Skills
  • Highly Motivated
  • Successful Coaching and Mentoring
  • Thinks Outside the Box
  • Time Management and Prioritization
  • Ability to Meet Strict Deadlines
  • Proven Ability to Work with Upper Management
  • Tableau and Microsoft Proficiencies
  • Creates Positive Relationships
  • Competitive
Education and Training
Webster University , Expected in May 2015 Master of Business Administration : - GPA :
, Expected in Lean Six Sigma - Green Belt Certified *Dale Carnegie Graduate: Strictly Business Immersion Seminar : - GPA :
University of Missouri St. Louis, Expected in May 2009 Bachelor of Science : Business Administration Finance - GPA : Business Administration Finance
, Expected in Financial Licenses Obtained- FINRA Series 10, FINRA Series 9, FINRA Series 7, FINRA Series 63 : - GPA :
University Of Maryland - Manager
Berwyn Heights, MD, 01/2016 - Present
  • Manage the support and oversight of the company's incentive program.
  • Ensures the multi-million-dollar annual budget towards incentives is properly rewarded based on the company's objectives.
  • Also provides support to a network of 500 branches for incentive related topics Provide Brokerage Leadership with trend analysis and exception reporting relating incentive plans Provide assistance and feedback to Regional Managers and Divisional Vice Presidents based on findings related to policy and procedures set forth by the firm Utilize CRM, NICE and other software to provide detailed analysis Manage department workflow and provide guidance on departmental projects/issues Communicate decisions, priorities and relevant project information to team members Assist SVP of Incentive & Client Negotiations with presentations, project creation, and analysis Provide guidance, coaching and development to each direct report based on their individual needs Perform all management functions including hiring, evaluations, merit allocations and disciplinary action as needed Lead, mentor and motivate team members to implement the department strategy Report and analyze KPIs and KRIs Provide routine and ad hoc reporting to multiple departments within the Brokerage division.
- Senior Business Process Analyst
, , 01/2013 - 01/2016
  • Lead projects of varying scope and complexity that had a direct impact on the client and branch network Ensured the branch and client perspective is effectively represented in all aspects of their day to day activities by attending corporate meetings and being a vocal representative for the client and the branch network Served as the project manager in monitoring, tracking and communicating progress to leadership Aggregate incoming client concerns and made connections related to company business decisions Created new and updated current firm and FINRA policies and procedures Effectively communicated company updates to the entire organization through both written and oral communication channels Answered day-to-day questions for Client Services teams Utilized internal business software to identify business issues and provide detailed analysis along with proposing solutions while taking into consideration the best interest of the client and the firm Conducted associate training to help ensure company objectives are properly implemented and maintained Interacted with senior and executive management to present and discuss potential solutions for identified issues or ideas of business optimization.
- Branch Administration Research Specialist
, , 08/2011 - 01/2013
  • Conducted research and analysis of the branch network and its affiliated associates to deliver to regional management detailed information on the performance of their assigned branches Assisted in writing and conducting branch manager reviews on a quarterly basis through both phone and face-to-face interactions Wrote and delivered performance reviews for traveling stockbrokers while providing guidance and coaching based on company objectives Provided support for branch associates for questions related to company objectives and policies and procedures Performed business operational analysis, work flow redesign, project management, upgrade coordination and testing for products and services that affected both the client and the branch network.
- Investment Consultant
, , 12/2009 - 08/2011
  • Assisted clients with the management of their investment portfolios through both in office and remote meetings Conducted branch seminars to help further educate an audience of clients on the aspects of our firm and the financial securities industry Worked collectively with other branch associates to ensure all clients were properly serviced and provided with the utmost customer service Provided ongoing assistance for implementation of new products and efficiencies within the branch network Designed and maintained training materials and trained employees on various aspects of the firm objectives and the brokerage industry.
Activities and Honors
Established leader and experienced project manager who combines analytical skills, communication skills, and leadership skills to deliver quality products and services to both internal and external clients Independent, self- motivated and conscientious in all aspects of work; comfortable working within boundaries or completely outside of the box Responsible for the creation and management of a team that benefits the firm through implementation of company objectives Proven ability to effectively communicate using both written and oral communication channels with both internal and external audiences Work collaboratively across corporate divisions to resolve issues Excellent time management and prioritization skills and the ability to handle multiple tasks and meet strict deadlines in a challenging environment Years of recognized customer service experience for both internal and external clients Experienced in presenting and interacting with senior and executive management Lean Six Sigma - Green Belt Certified
Mentoring, Tableau, training materials

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Resume Overview

School Attended

  • Webster University
  • University of Missouri

Job Titles Held:

  • Manager
  • Senior Business Process Analyst
  • Branch Administration Research Specialist
  • Investment Consultant


  • Master of Business Administration
  • Lean Six Sigma - Green Belt Certified *Dale Carnegie Graduate: Strictly Business Immersion Seminar
  • Bachelor of Science
  • Financial Licenses Obtained- FINRA Series 10, FINRA Series 9, FINRA Series 7, FINRA Series 63

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