Customer Service Sales

WORK EXPERIENCE

AVP, Premier Relationship Manager

HSBC Bank Norwalk, CT 8/07 -

*/**

. Responsible for customer acquisitions, customer relationship

management and maximizing revenue on all accounts.

. Organized and implemented a contact management system to proactively

solicit, sell, update and service clientele.

. Monitored and managed 485 high-value personal and business clients to

best serve financial objectives.

. Expanded business from 40 clients (2007) to 485 clients (2011) by

providing strong business and financial leadership.

. Successfully grew investment portfolio from < $2 million to > $90

million and bank deposits from < $5 million to > $45 million.

. Ranked #1 PRM in sales and acquisitions in Connecticut for HSBC in

2010.

. Deep knowledge of investment trends, disciplines and risks including

comprehensive financial planning, estate/trust planning, investment

management, currency hedging, insurance analysis, long term care

planning and alternative investments.

. Create growth path by building strong relationships and educating

clients on all financial service products.

. Lead weekly networking and investment strategy meetings with business

partners - identifying and scheduling future financial opportunities

to promote/develop referrals.

. Provide training and guidance to less experienced personnel and assist

in customer service/operational activities when needed.

Financial Advisor

Ameriprise Financial Norwalk, CT 2/06 -

8/07

. Advised clients on how to reach financial goals through comprehensive

and personalized financial planning.

. Developed personal target marketing ideas with an emphasis on client

acquisitions and wealth management.

. Analyzed investment opportunities, client needs, and recommend

appropriate strategies.

. Assessed in investment objectives, risk tolerance with a time horizon

and unique circumstances.

. Public sales tactics (methods including luncheons, dinners, union and

corporate speeches etc.) presenting material to large audiences.

Adventure Travel Guide/Salesperson

Trek America Los Angeles, CA 4/05 -

9/05

. Lead groups of 12 clients (from a variety of nationalities) around

North America on various routes ranging from 14 day to 5 week trips.

. Researched target tourist areas and various activities to design

specific vacation for each group.

. Purchased all activities for each group adding up to 250K over 25

weeks.

. Negotiated activity, food and accommodation prices to best suit

clientele needs.

. Maintained all financial accounts and receipts for each tour (i.e.

gas, food, lodging and activities)

. Increased personal clientele by professional sales tactics and

referral program

EDUCATION & LICENSES

Colorado State University New Canaan High School

FINRA Series 7 & 66

Bachelor of Arts, 2004 New Canaan, CT

Life and Health Insurance

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