Sara Fromwiller **** Netherton

Court, East Amherst, NY 14051

* - acgw9d@r.postjobfree.com

Education:

Jefferson Community College, Watertown, NY

Major in Business Administration

Volunteer:

Big Brother Big Sister

Skills:

Effective customer service and communication skills, Sales, Hard

worker, Committed to meeting deadlines, Proficient in many PC

based software programs, Attentive to detail and very

conscientious, Typing ability: 75 words per minute, Quick Books

Licensing:

Life, Accident & Health Insurance, Series 6, Series 63

Experience:

Chloe & Isabel

Merchandiser Manager, 02/2014 - Present

Manage a team of 50 merchandisers, Meet personal quota monthly and

team quota monthly, Solicit customers through Social Media,

Family, Friends and Personal Meetings, Maintain accurate sales

records, Set up Vendor Events, Nurture relationships with prospects

and existing customers and ensure customer satisfaction, Customer

Service, Strong Marketing and business development skills, Maximize

sales activity with team and increase penetration of products in the

WNY area (I am the only merchandiser in the WNY area)

US Energy

Senior Administrator, 06/2013 - Present

Assist in running the Broker Dealer, Filing Correspondence,

Licensing, U4 filing, U5 filing, Fingerprints, Updating FINRA

Gateway, Bank Reconciliations, Monitor Outside Business Activity,

Firm Element Training, FINRA Super Account Administrator for broker

dealer, AML testing, FinCen 314 testing, Compliance, FINRA,

Accounts Payable, Accounts Receivable, Quickbooks, Mail, FOCUS

Filing, Monitoring Audits of Financials, Running Reports and Paying

Commissions, etc.

The Legend Group

Investment Associate, 12/2010- 06/2013

Assist The Regional Vice President and staff, keep staff compliant,

train new representatives and get them licensed, work with school

teachers, superintendants, principals, prepare correspondence and

send out mailings, prospect and cold-call, present retirement plans

to teachers, superintendents, and business managers, focus on 403b

Plans, 401k Plans, Life Insurance, track commission statements, use

company related computer programs (i.e. AS400, NetEx 360, Widget,

ACT), customer service, perform marketing-related activities to

promote business growth, develop and maintain strong working

relationships with sales force and team members, schedule and

confirm appointments with clients and potential clients, cross

train on various functions within the service and support teams,

project involvement and/or assignments, prepare kits for financial

advisor meetings, perform general office duties (i.e. filing,

ordering supplies, travel arrangements), posting and order entry,

maintain customers accounts, making cash withdrawals and deposits

WNY Asset Management

Relationship Manager, 06/2009 - 11/2010

Assist 1 top producing Financial Advisor, keep staff compliant,

prepare correspondence and send out mailings,track commission

statements, use company related computer programs (i.e. NetEx 360,

ACT), customer service, schedule and confirm appointments with

clients and potential clients, cross train on various functions

within the service and support teams, project involvement and/or

assignments, prepare kits for financial advisor meetings, perform

general office duties (i.e. filing, ordering supplies, travel

arrangements), posting and order entry, maintain customers

accounts, making cash withdrawals and deposits

Key Investment Services

Investment Associate/Relationship Manager, 12/2007 -

06/2009

Assist 3 top producing financial advisors, attend meetings with

financial advisors and clients, note taking, sales, prospecting for

new clients and business, keep financial advisors compliant with

FINRA guidelines, prepare correspondence and send out mailings,

ability to prepare spreadsheets to track commission, use of company

related computer programs (i.e. Lotus Notes, NetEx, Widget, ACT,

and Hogan), customer service, perform marketing-related activities

to promote business growth, develop and maintain strong working

relationships with sales force and team members, contacting Key

Investment clients for scheduling and verification of appointments

as well as service related issues, cross train on various functions

within the service and support teams, project involvement and/or

assignments, Prepare kits for financial advisor meetings, general

office duties (i.e. filing, ordering supplies, travel

arrangements), posting and order entry, maintaining customers

accounts, making cash withdrawals and deposits

Keenan Powers & Andrews (Real Estate Law Firm)

Loan Processor, 02/2002-06/2006

Dealt with high profile clients (private banking channel, Smith

Barney, etc.), sales, schedule closings with clients, ability to

work on multiple loans at once, dealt with government loans,

veterans, FHA loans, and Sonyma Loans, marketing for opening a new

business, funding mortgage loans, specialize in 1-4 family

dwellings, condos, and cooperative apartments, specialize in home

equity loans, mortgage refinances, and purchase loans, knowledge of

variable rate loans and fixed loans, handle customers efficiently

and in a timely fashion, assist with customer service issues, using

computer programs such as Excel, Microsoft Word, WordPerfect, and

the internet, supervise the information center that consisted of 5

people, Create legal documents for closings (i.e. deeds, closing

packages), review titles and clear title issues, review trusts,

dealt with attorneys and paralegals, prepared documentation for

attorney to appear in court, review contract of sales

Host/Marriott Corp

Location Supervisor, 08/1998 - 08/2001

Customer Service Issues and Activities, Sales, Took orders on the

computerized register, Supervised and trained a staff of 7 line

workers, Established all quality and handling policies for

products, Trained for aspects of FDA regulations, Filed all

correspondence and business paperwork, Counted out cash drawers at

night

References:

Upon Request

Contact this candidate