CHRISTINE S. KINKEAD, PMP

*** ********** **** ******

516-***-****

Holbrook, NY 11741

acepu2@r.postjobfree.com

BUSINESS EXPERIENCE

ITECH WIRELESS INC. February

**** - *******

Project/Operations Manager

0. Planned set up of 3 new wireless stores through use of Microsoft

Project

1. Handle all procurements, scheduling and resource management for

ongoing projects

2. Handle all logistics for company through relationships with multiple

freight forwarders

3. Hired employees to work in stores and warehouseOversee operations for

wireless export business and wireless stores

4. Manage finances for company with Quickbooks

5. Put systems in place to run operations smoothly including financial,

compliance and personnel

NEW YORK LIFE November 2011 -

February 2013

Financial Services Professional

6. Meet and contact new potential clients to discuss financial concerns

and needs

7. Analyzing client needs and presenting potential solutions

8. Developing and implementing personal business and marketing plans

9. Sold products for multiple outside companies including Aflac to

accommodate client needs

JP MORGAN CHASE March 2010

- June 2011

Personal Banker

10. Successfully acquired, retained and expanded customer relationships

11. Provided excellent customer service to contribute to the success of

the firm and create an outstanding customer experience

12. Partner with specialists to maximize the depth and profitability of

customer relationships

13. Had a large following of customers that wanted to deal with me

exclusively

METLIFE FINANCIAL SERVICES August 1998 -

January 2010

Financial Planner/Financial Services Representative/Financial Advisor

14. Developed financial plans and concepts to meet client needs

15. Serviced and implemented investment and insurance products

16. Achieved Leaders Conference level production several times

17. Obtained over 1000 new clients for sales office

Project Manager/Agency Compliance Director (2/2004-6/2007)

18. Supervised sales representatives and management's adherence to all

FINRA, SEC, New York State Insurance Department and MetLife

regulations

19. Monitored and reviewed all new business contracts for suitability and

made modifications as necessary for over 150 representatives

20. Prepared and presented quarterly compliance meetings for all local

offices

21. Enforced all legally binding regulations and written rules of

regulatory authorities

22. Created and enforced corrective action plans for representatives with

issues

23. Reviewed all sales material and interacted with Legal Department to

get approvals

24. Successfully passed an SEC audit

25. Worked jointly with management and Legal Department to ensure all

agency activities and materials are aligned with Company Ethics and

Compliance standards

JOHN HANCOCK February 1998 -

August 1998

Financial Services Representative

26. Specialized in Long Term Care Insurance sales to elderly clients

CHRISTINE S. KINKEAD, PMP (Cont.)

VARIOUS CONSULTING JOBS July 1997 -

January 1998

Project Management Consultant

27. Successfully set up compliance systems, oversaw IT personnel and

optimized process to create a more efficient business model for

company. Planned all events and came in on time and budget

LEW LIEBERBAUM & COMPANY June 1996 -

July 1997

Administrative Branch Manager/Registrations Manager

28. Supervised brokers in all aspects of business including approving

trades and all new accounts, reviewing books, compliance, calling

clients and phone surveillance

29. Handled customer complaints and intervene as deemed appropriate

30. Managed broker registration for 250 brokers cross country

RENAISSANCE FINANCIAL SERVICES March

1996 - June 1996

Consultant/Operations Manager/Compliance

31. Set up retail brokerage start-up operations including computer

systems, phones and staffing

32. Interviewed, hired and trained sales assistant staff and receptionist

33. Acted as Operations Manager until permanent staff was in place

CWH ASSOCIATES May 1994 -

December 1995

Vice President of Finance, Operations & Compliance

34. Attended and analyzed IPO/secondary market meetings with management of

public companies

35. Budgeted, planned, and calculated performance and billing for

corporation

36. Monitored market activity, research information, trade executions and

allocations

37. Successfully passed SEC audit after implementing all compliance

controls and procedure

FURMAN SELZ INCORPORATED June 1993

- May 1994

Registered Representative - Prime Brokerage Division

38. Served as liaison between clients, their brokers and in-house traders

with regard to all portfolio transactions, executions, settlements,

audits and accounting functions

CITIBANK, N.A. January 1989

- June 1993

Loan Administrator - Bank Loan Syndications

39. Responsible for servicing $5.8 billion loan portfolio and 125

investors

40. Interfaced with high levels of management within Citibank

41. Coordinated multi-million dollar fund transfers between customers and

syndicated investors

EDUCATION

Stony Brook Corporate Education Program for Project Management

Certification

CW Post University - post graduate Certified Financial Planning program

State University College at Oneonta - Bachelor of Science Degree

Honors: Leaders Conference and Quadruple Crown Award at MetLife for Sales

& Management Achievements

Accreditations: PMP Certification, Series 7, 24 & 63 and Life, Health &

Annuity License, General Principal's license and Solar PV Certification

through Farmingdale State College

Memberships: Project Management Institute

Systems: Highly proficient in all Microsoft Systems, Microsoft Project,

Quickbooks and many more

Contact this candidate