real estate wealth management professional resume example with 14+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Focused, Motivated Project Manager offering over 20 years of leadership experience. Adept at training, planning, directing and maintaining continuous operations in various departments maintaining customer satisfaction. Experienced in directing manufacturing employees and keeping efficient production in accordance with quality and company standards. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to supersede in performance.

  • Project Development
  • Negotiation Management
  • Strong Leader and Team Builder
  • Project Goals and Milestones
  • Managing Multiple Projects
  • Cross-Training Skills
Work History
02/2018 to Current Real Estate & Wealth Management Professional Keller Williams Realty Central Monmouth | City, STATE,
  • Demonstrate ability to independently manage multiple projects and effectively prioritize tasks under tight deadlines.
  • Managed accounts and client personal records, observing confidentiality and extreme discretion.
  • Effective verbal, written communication skills, strong listening, negotiation and facilitation skills. Ability to develop, deliver proposals, contracts, presentations.
  • Solidify $2.2 million in clients' needs to marketplace. Liaise between different entities to ensure customer centric experience and invoke company result.
05/2016 to 01/2017 VP of New Business Development & Merchandising Novell Design Studio | City, STATE,
  • Performed project management, established leadership role in managing and realigning internal operations of all brands for fluid exposure and sales growth and expansion projects.
  • Supervised salesforce, customer service, marketing, inventory/shipping department. Assessed, analyzed, projected and planned future precious metal/gem stone purchases
  • Delivered high-quality support and management, planning and policy assistance to stake holders.
  • Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Created strategic and tactical sales initiatives for forward planning to meet key objectives.
  • Completed and submitted monthly and yearly reports to support executive decision making.
  • Contributed to industry organization and trade shows to gather competitive and industry intelligence.
03/2015 to 04/2016 VP of Sales & Marketing & Merchandising Jewelmark Inc. | City, STATE,
  • Solely responsible for securing and spearheading new division resulting $3million of profitable new business.
  • Held bi-monthly meetings with CEO, CFO, DMM, to identify techniques to overcome sales obstacles.
  • Traveled to all customers, trade shows and all industry/customer based events.
  • Developed and executed sales presentations as well as both internal and external product training workshops.
  • Coached sales team in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Maintained detailed records and analysis of sales progress, inventories and marketing success to better align goals with company priorities.
  • Resolved problems with customers to maintain relationships and increase return customer base.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Owned all aspects of sales planning, training, development, and team and account management for territory.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
04/2001 to 09/2009 VP of Sales and Merchandising JEWELAMERICA | City, STATE,
  • Charged with developing, launching, managing, training top players in the luxury jewelry industry.
  • Trained, communicated, maintained and supported sales staff both in house and at store level.
  • Attended, traveled to customer appointments. special events, trade shows and special industry functions.
  • Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
  • Performed, executed monthly sales meetings with stakeholders forecasting and competitive analysis to determine product performance levels and need for new product developments.
  • Fostered performance development of staff through ongoing coaching and mentoring on best practices.
  • Boosted profitability by developing leadership team, communicating expectations and leveraging company's resources.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings as well as company profit and growth..
Expected in to to Associate of Science | Fashion Buying & Merchandising Nassau Community College, Garden City, NY GPA:

American Breast Cancer, Facilitator-St. Mary of Colts Neck, NJ., Colts Neck High School Special Events., Project Lunch Break-St. Leo The Great, Lincroft, NJ., SPCA of Monmouth County, NJAR, MORR, CJMLS.

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Resume Overview

School Attended

  • Nassau Community College

Job Titles Held:

  • Real Estate & Wealth Management Professional
  • VP of New Business Development & Merchandising
  • VP of Sales & Marketing & Merchandising
  • VP of Sales and Merchandising


  • Associate of Science

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