Sales Management

MICHELLE Y. PEART

** ******** **. ? Franklin Park, NJ 08823 ? 732-***-**** ? *******@***.***

SUMMARY

An experienced and highly organized financial services professional with 20

years of institutional client service management, corporate actions

processing, project management, securities lending operations, relationship

management and profitability analysis experience.

Strengths include: Effectively Managing High Net Worth Accounts, Ability to

Troubleshoot and Successfully Resolve Client Issues, Managing High

Performance Teams, Open to Learn New Products/ Accepting New

Responsibilities.

EXPERIENCE

Best Buy, Monmouth Junction, New Jersey

Competitive Specialist 6/2009 -

Present

Provide market analysis and performance analysis of National and Regional

Consumer Electronic competitors

Update company in house web applications with current competitor market

information

Analyze, compare, and formulate market data for Best Buy Corporate.

Perform weekly pricing comparisons.

Intelligence gathering of National and Regional retail competitors

Project Initiatives include development of automated mobile pricing system.

Monitor pricing and competitive strategies

Cultivate relationships within National and Regional competitors

Actively listen and interpret the needs of clients to formulate appropriate

recommendations and identify new areas in which Best Buy can provide value-

added services

Ensure delivery of scoped deliverables meet quality and time expectations

Present recommendations to clients and actively manage client response to

hone recommendations into viable solutions.

Plan and deliver communications to client stakeholders, and internal team

members.

Provide weekly, monthly, and quarterly Analysis to Best Buy districts and

territories for evaluation.

Best Buy, Monmouth Junction, New Jersey

Part Time Sales Consultant 11/2007 -

6/2009

Provided customers with their complete household needs

Specialized in the sales of consumer electronics and Appliances

Accurately perform system processing and customer transitions (i.e.

deliveries, register)

Developed relationships to enhance customer loyalty

Troubleshoot and resolve customer issues

Effectively maintain team environment

Goldman Sachs, New York, NY 7/2003 - 11/2008

Team Leader/Asset Servicing Analyst

Effectively managed and successfully developed a high performing team of 5

administrators

Designed and implemented processes to automate and improve the corporate

actions process

Actively participated in the decision making processes for internal and

external client issues

Proactively and successfully resolved complex trading, pricing, and asset

issues

Provided high levels of service for internal and external clients

Identified and assessed possible risks and cash/stock discrepancies for all

corporate events

Successfully managed the transition process for new high yield fixed income

accounts

Managed the parallel testing of the proprietary system

Participate in system processing and enhancements

Organized and distributed documentation for all corporate events

Expedited accurate and timely payments to client accounts (separate and

omnibus )

Managed annual audits (i.e. Sarbanes Oxley)

Provided monthly risk reports to senior management

Deutsche Bank, Harborside, New Jersey 7/2002

- 7/2003

International Securities Lending Consultant

Managed correspondence for all international securities lending activity

Processed monthly rebates, premium payments and corporate actions

Created monthly comparative analysis of client billing information

Assisted with daily negotiations and execution of securities lending

transactions

Successfully processed daily client settlement confirmations

Established and maintained relationships with key lending contacts

Executed collateral transactions for international equities

Processed Frank Russell third party lending swaps

Interacted with borrowers to ensure proper pricing of borrowed securities

Performed daily reconciliation of cash to avoid exposure on lending

positions

JP Morgan Chase, Brooklyn, NY 7/2001 -

12/2001

Assistant Treasurer/Business Analyst Global Investor Svcs

Prepared quarterly P&L statements, and profitability reports for senior

management

Conducted in depth client profitability research and comparative analyses

Conducted monthly client profitability status meetings with sales and

relationship management

Maintained database with historical and current data on all client

profitability details

Promoted the importance of the new deal analysis system to track client

profitability on a regular basis

Successfully created revenue and expense assumptions for institutional

sales deals

Worked with systems users and programmers to define system specifications,

and prepare documented test scenarios

Worked with various groups who provided data to support the deal analysis

system to ensure accuracy and data integrity

The Bank of New York, NY 1/1993 - 7/2001

Assistant Treasurer/Junior Relationship Manager

Managed relationships for global pension funds and investment managers

Supervised a service team and operational group to enhance client

performance, and overall earnings potential

Executed daily muti-currency cash management transactions and balanced

nightly with investment vehicles, including securities lending

Performed the reconciliation process for international and domestic

securities processing (i.e. fixed income, equities, indexes, and funds)

Ensured monthly deliverables, (i.e. reporting) and expectations of the

administrative team were being met

Resolved and reconciled daily security and cash discrepancies with DTC, Fed

PTC and funds transfer

Advised, instructed and executed corporate action payments

Set-up client market profiles with agent banks, and filing required legal

documentation with country

Processed and disseminated monthly client management fees to key processing

areas

Supported the RFP process by gathering data and material for presentations

Managed a global project that developed a multi-currency processing system

which supports U.S and Non-U.S. trade settlement.

BEA Associates, New York, NY 1/1990 - 1/1993

Corporate Action Specialist

Successfully managed all aspects of corporate action processing, analysis

and reporting

Conducted daily client account reconciliation with custodians.

EDUCATION

BBA, Business Administration & Computer Science

Baruch College

AA, Political Science

Manhattan Community College

LICENSES

NJ Real Estate License

SKILLS

Microsoft Word, Power Point, Access, Excel

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