Account Executive Marketing

Lizette Morales

*** ********* ******, **** *

Bronx, NY 10473

Home 718-***-**** Cell 718-***-****

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SUMMARY OF QUALIFICATIONS:

Financial print professional with executive support functions, and over 20

years' experience in the financial service industry. Ability to meet

deadlines in a fast paced environment. Flexible, driven, and able to adapt

and learn new functions and processes quickly. Self-motivated and ability

to work independently. Recognized as a team player and problem solver.

Earned respect and trust from internal and external clients.

PROFESSIONAL EXPERIENCE:

Williams Lea for Morgan Stanley, New York, NY 2007 - 2013

Account Executive (Consultant)

Morgan Stanley, New York, NY 2005 - 2007

Marketing Associate, Print Buyer

. Responsible for all executive support functions for department:

handled and redirected incoming calls and inquires, calendar

management, organized meetings for management teams, booked conference

rooms, and coordinated video conference, handled catering and ad hoc

requests.

. Procured financial compliance materials and inventory codes for the

Legal department.

. Evaluated and selected vendors; negotiated best cost and vendor to

print compliance materials and utilized Immedia to bid out various

print vendors and selected lowest bidder to print documents and

created purchase orders.

. Updated and maintained compliance inventory, created codes in Lit Link

(fulfillment ordering system), to enable clients to request materials.

. Produced and analyzed required month end reports, monthly invoices

from Accounts Payable and forwarded to respective clients within

Morgan Stanley for processing and payment.

. Created and printed reports for weekly meetings. Distributed meeting

minutes and provided updates to clients.

TIAA-CREF, New York, NY 1989 - 2005

Financial Education Services Administration Assistant 1999-2005

. Oversaw fulfillment of Financial Education Services marketing

materials and premiums for TIAA-CREF's financial services products;

ensured highly regulated products mailing deadline, promptly and with

compliance approve materials.

. Coordinated and fulfilled 2,500 requests per year. Processed

marketing and promotional materials for seminars, benefit fairs, and

association meetings, executed requests within 48hrs of receipt;

tracked marketing materials for timely arrival at meeting sites.

. Developed and created a manual for the department for processing

Financial Education Services marketing materials.

. Maintained Microsoft Access database to track material usage for

budgetary and inventory purposes. Inputted requests on Advantage

Order System.

Retirement Planning Correspondent I and II 1994 - 1999

. Processed divorce, refund, and death claim settlements.

. Composed letters to annuitants and their representatives to clarify

requirements on divorce cases.

. Maintained file control system to track the progress of cases and

compiled data for weekly status reports.

Seminar Development Assistant 1989 - 1994

. Prepared letters for commercial facilities and institutions for

seminars

. Entered data into computer database and Lotus system to generate

correspondence and registration lists.

SKILLS: MS Office (Word, Excel, Outlook, PowerPoint, Access, Internet

Explorer), Immedia (E-procurement program), Lit Link (Literature

Order Management Tool), Inside track.

EDUCATION: Berkeley College, New York, NY

Associate in Applied Science Candidate, June 2015

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