Customer Service Manager

Eri Takahashi

**** ***** ***. ** ******** WA ****8 206-***-**** ************@*****.***

Objective

A personal/business position where I can maximize my global business experiences, professional communication

and network skills, and organizational abilities.

Profile

First Japanese bilingual banker in Pacific Northwest Union Bank. Made 70% market growth in

•

Japanesesegment last year. Hold Series 7 & 66, NMLSR # 840615

• Created and organized a successful community events

Be comfortable to work with individuals, executives, business owners and investors

Organized, highly motivated, and detail directed problem solver

Great communication skills and broad network

Skills Summary

1. Financial Planning 5. Computer Savvy 8. Networking

2. Event Planning 6. Customer Service 9. Professional Presentations

3. Written Correspondence 7. Marketing & Sales 10. Japanese & English

4. General Office Skills

Employment History

UNION BANK

Sr. Relationship Banker in Japanese segment of Pacific Northwest, October 2011 to July 26, 2012

First Japanese bilingual banker for Pacific Northwest of Union Bank. Handled all kind of clients from invididuals, high profiles, small

businesses and Japanese expats. Made 70% market growth in Japanese segment last year. Hold Series 7 & 66, Life & Disability,

NMLSR # 840615

INSURANCE RESEACH ASSOCIATES, INC.

Executive Assisntant & Marketing, January 2011 to September 1, 2011

As a marketing specialist, my focus was to open new avenues to Asian and international markets to provider our products and

services by creating events and marketing materials. As an executive assistant, I dealt with daily tasks such as meeting preparation,

client services, phone answering, translation, scheduling and getting the best quotes to our clients.

CUDA CONSORTIUM INTERNATIONAL, INC.

Owner/Operator, 2006 to Present

CUDA Consortium International, Inc. (CCI) is a Washington State corporation based in Seattle. Our services include; Business Cross

Cultural Development Service, Business Startup Consulting Services, Business Ongoing Consulting Services, Event Planning

Services. More info: www.cciplanning.com /or http://cudaconsortium.blogspot.com/

WADDELL & REED

Financial Advisor, Jan 2009 to January 2010

Licenses: Series 7, 66, Life & Disability

Focused on 6 areas of financial plannings such as current positioning, wealth accumulation, investment

strategies, retirement planning, insurance planning and estate planning

AMANASU ENVIRONMENT CORPORATION

Eri Takahashi

General Manager, February 2003 to December 2005

Started as an executive assistant of this Japanese venture capital firm (publicly traded company) headquartered in Washington State,

then promoted as general manager of the office. My responsibilities were research & development and negotiation of potential US

company mergers & acquisitions. Marketing Director of Hooters Japan project, /Director Members of Evader electric scooter

project /Regional Manager of Filso Soy products.

SHINSEI BANK, TOKYO JAPAN

Customer service, 2000 to 2001

Helped clients to set up accounts, foreign currency trading, CD, bonds and mutual funds

NAKAMURA, USA

Office Assistant, April 1999 to August 2000

Assistant to the General Manager and Vice President

Education

CITY UNIVERSITY B.S. BUSINESS ADMINISTRATION 2000 2003

ART INSTITUTE OF SEATTLE A.A. FASHION MARKETING

SEATTLE INTERNATIONAL COLLEGE JAPAN (TOKYO)

Community Involvement

BOARD OF DIRECTOR OF NORTHWEST AMERICAN POST FOUNDATION 501(C)3

2652 169th Ave SE Bellevue WA 98008 206-***-**** ************@*****.***

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