NICOLE D. PICHON

**** *. ***** ***., #**** / Denver, CO 80231 /

abkl5p@r.postjobfree.com / 303-***-**** h

MANAGEMENT

PROFESSIONAL

An experienced and multi-faceted professional possessing over 10 years

demonstrated experience and success in financial and investment consulting,

specialized client services, asset growth expertise. Recognized as a

forward-thinking and persuasive communicator who maintains advanced

interpersonal abilities and unparalleled drive that consistently leads to

positive working atmospheres and ultimate revenue growth. Looking to

leverage consulting expertise and project management experience to

transition into project management and/or client relationship management.

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Operations Specialist

MJ Smith & Assoc.

Englewood, CO

Feb. 2008-present

Individual Consultant

TIAA-CREF

Denver, CO

5 years

Ind. Sales Consultant/

Ind. Sales Director.

Mary Kay Inc.

Denver, CO

7 years

Enrollment Advisor

College for Financial

Planning

Greenwood Village, CO

1.5 years

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B.B.A.-Marketing, Howard University, Washington DC

FINRA Series 6

Colorado Life/Health Insurance License

. CLIENT RELATIONSHIP MANAGEMENT

. TRAINING & TEAMBUILDING

. PROJECT MANAGEMENT

. VERBAL & WRITTEN COMMUNICATIONS

. AD CREATION

. CONSULTING

. Establish and maintain superior service for high net worth client

relationships.

. Write and edit company educational and advertising material including

e-blasts, papers, quarterly newsletter articles.

. Manage and coordinate marketing efforts

Additional duties: Working within compliance guidelines develop marketing

campaigns to increase brand awareness and drive new business. Work closely

with corporate office ensuring client requests are handled properly.

Communicate regularly with high net worth clients to ensure service issues

are addressed in a timely and efficient manner. Plan and organize various

on site and off site seminars. Other general office duties.

. Counseled clients in various aspects of finance and provided guidance

and insight into market trends and associated liabilities;

successfully achieved growth goals exceeding $1 million

. Maintained positive client relationships increasing assets under

management

. Trained new hires in consulting arena and feedback and support.

Assessed client needs and offered recommendations for optimum performance.

Specific areas of responsibility and accomplishment included annuities,

mutual funds, retirement income projections, portfolio diversification,

asset growth and tax implications. Recognized as a key contributor driving

innovation and bottom-line results

. Initiated and maintaining 200+ client relationships

. Developed sales team of 30+ and administered thorough training on full

suite of company products

. Developed, produced, and distributed comprehensive monthly

newsletters, recognizing exemplary achievements

. Initiated, developed, closed, and managed $450K in client accounts.

. Evaluated client needs, communicated product offerings and created

mutually beneficial relationships to achieve common goals.

. Educated clientele on all aspects of suite of specialized product

offerings.

Contact this candidate