Customer Service Sales
Resume:
Bonita J. Szalay
Tucson, AZ ***13
*******@*****.***
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Career Highlights and Achievements
* Administered investment banking of preferred clients
* Assisted in investment and bond sales
* Established and maintained relationships with business to business
clients
* Fostered client relationships with demonstrated customer service
skills
* Collaboratively opened new securities office and passed federal
inspection
* Arranged & facilitated dinner seminars to market bond products & news
stock offerings
* Conducted telemarketing to sell insurance products
* Handled license filing for brokers
* Directed business/office affairs of branch vice-president
* Completed program at Arizona School of Insurance and Securities
Licensing, Inc. (Phx, AZ)
Teacher (substitute) for 20 years part-time
Professional Experience
Merrill Lynch, Tucson AZ Registered Assistant
Sterling Insurance, Tucson AZ Registered
Representative
Watts Marketing, Tucson AZ Insurance Representative
Clifton Financial Services, Tucson AZ Registered Principal
Buchanan & Co., Inc, Tucson AZ Sales Assistant
Olde Brokerage, Tucson, AZ Discount Stock Broker & Mutual
Funds
Periodical Publishers, Cleveland, OH Telephone Solicitor
Tucson Unified School Dist., Tucson, AZ Teacher
Licenses Held
National Association of Security Dealers (NASD) Series 63 - State of
Arizona
(Previously held #7 and #8) CRD# 1126157
State of Arizona Disability and Life Insurance #15904 (Annuities)
Substitute Teachers Life time License
AZ. Vocational Teacher license (expired)
Education
Ohio University Athens, Ohio
Bachelor of General Studies, Business Minor, Home Economics Major
Graduated with President's Honor Award
Have passport - Will travel - Willing to relocate
Client Services Liaison
Acts as a liaison between information services and all business involving
first level client support.
Financial Analysis Relationship Management
Sales & Marketing
Securities Law Books
Portfolio and Asset Management Compliance & Regulatory
Affairs
Branch Coordination with Home Office Securities and
Investment Banking
Contact this candidate