Manager Customer Service
Resume:
Peggy G. Wingert
Rome, Georgia 30161
Home: 706-***-**** Cell: 706-***-****
Multi-skilled Senior Executive Assistant and Registered Securities Associate
assisting Regional Manager and Multi-Million Dollar Securities Broker
Description of Current Duties
Acts as an extension of the Executive and accordingly coordinates and manages various projects
simultaneously. Works with minimum supervision, exercising independent judgment and high
degree of resourcefulness and diplomacy. Takes the lead in prioritizing projects and working with
each individual assigned to them. Ensures that any request, issue, or open item is addressed on
time in accordance with the expectations of each of the parties involved. Manages access to the
Executive and conserves Executive’s time by avoiding unnecessary interruptions or distractions
and proactively taking proper steps to resolve any immediate issues or directing them to
appropriate staff or department as necessary.
Utilizes strong interpersonal skills by adhering to strong work ethic of character,
confidence, and commitment.
Maintains the highest degree of professionalism and confidentiality.
Facilitates all needs for the CEO/Executive within the organization .
Specific Responsibilities
• Managing complex, concurrent schedules of Executives including but not limited to
scheduling appointments, office meetings, arranging appropriate catering when needed.
• Planning all executive travel including agenda and itinerary, flight arrangements, lodging,
reserving ground transportation, planning business luncheons, scheduling dinner
reservations as needed.
• Scheduling and planning on-site and off-site meetings, interviews, and conferences for
the Executive(s) including but not limited to selecting appropriate venues, planning food
and beverage within budget, negotiating with properties, coordinating related travel
arrangements for Executive and attendees, and providing on-site support as needed.
• Managing the procurement of equipment and supplies for the Executive(s) necessary to
carry out their jobs.
• Drafting letters and any other correspondence as needed.
• Reviewing and managing invoices, expense reports, and confirming expense coding and
amounts prior to Executive sign-off.
• Attending meetings, taking notes, distributing minutes and assignments, and tracking
project deadlines by monitoring progress and results.
• Working independently with the ability to make informed decisions quickly.
• Compiling data and preparing papers for consideration and presentation by Executive(s).
• Assisting in presentations both preparing and delivering as needed.
• Creating and maintaining listings, files, forms, and documentation.
• Managing departmental time-off requests
• Traveling as needed.
WORK HISTORY
• Wells Fargo Advisors/ Southern Regional Office (formerly A.G. Edwards and Sons)
1999-Present
Executive Assistant to Regional President and Senior Managing Director
responsible for a half billion dollar business with approximately $45 billion in assets,
including 85 branches and 68 branch managers in Georgia, Alabama, Mississippi,
Louisiana, Tennessee, and South Carolina.
Senior Registered Client Associate supporting financial advisor and branch
manager with $300 million in assets and 2500 clients
Maintaining customer accounts and account records. Processing customer orders and
transactions. Monitoring economic and financial events. Preparing customer portfolio
analysis and assembling presentation materials as required.
• Read, Martin, and Slickman CPAs 1991- 1999 Responsible for all firm operations
including payroll, accounts payable, accounts receivable, billing, and collections, bank
accounts. Planned and coordinated all firm events.
Waynewright Scot & Associates (simultaneous with above) Business Owner-
performing all business responsibilities- including commercial/residential design.
• White Rabbit, Inc. 1989-1991 Managing and performing all business operations
including payroll, tax preparation, accounts receivable, accounts payable, merchandising,
commercial/residential design.
• Sherwin Williams & Company 1975-1989 Providing residential and commercial design
services in addition to management responsibilities including payroll, accounts payable,
receivables, inventory control and customer service.
• National City Bank 1973-1975 Commercial Teller in largest bank branch with all duties
and responsibilities of the job.
Securities Licenses: Series 7, Series 63
Microsoft Word, Outlook
References Attached
REFERENCES:
Cecil B Wright III
Senior Managing Director
Wells Fargo Advisors
Office: 706-***-****
Cell: 706-***-****
Doug Aldridge
Managing Director
WFA Atlanta Market Manager
Wells Fargo Advisors
Marlyn Van Meter
Vice President
Advisor Recruiting Manager
Wells Fargo Advisors
Office: 518-***-****
Cell: 618-***-****
Rick Smith
Senior Vice President
Investments
Morgan Keegan
Office: 256/539-6739; 800-***-****
Cell: 256-***-****
Bob Dunwoody
President
RC Dunwoody & Associates
Shane Squibb, CFP
President
Financial Action, Inc.
James C. Browning, Jr.
Deputy General Counsel &
Vice-President
Stifel, Nicolaus & Co., Inc.
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