Customer Service Sales

SEAN KNIPE

**** ****** ******, *** ~ Hoboken, NJ 07030

(518) 791 - 3464 *******@*******.***

QUALIFICATIONS

Dynamic and motivated finance professional with a passion for the market;

eager to contribute acquired skills within an institutional sales role.

Recognized as a key contributor and outstanding performer with Morgan

Stanley Smith Barney and UPS; consistently exceeds targets. Excellent

communication and relationship building skills. Proficient in Word, Excel

and Thomson Reuters.

Areas of expertise include:

( Equities/Fixed Income ( Mutual Funds/ETFs (

Marketing

( Consultative Sales ( New Account Acquisition (

Account Retention

( Needs/Risk Assessment ( Financial/Market Analysis (

Relationship Building

PROFESSIONAL EXPERIENCE

MERRILL LYNCH, New York, NY

Brokerage firm with over 15,000 brokers and $2 trillion in assets under

management. 2010-Present

Financial Advisor, 2010 - Present

. Perform needs analysis and recommend appropriate fixed income or equity

product to compliment investors portfolio theme

. Prospect, develop, service and manage accounts

MORGAN STANLEY SMITH BARNEY, New York, NY 2008 - 2010

Brokerage firm with over 18,000 brokers and $1.7 Trillion in assets under

management.

Financial Advisor Associate, 2008 - Present

. Prospect, develop, service and manage accounts, exceed goals for client

retention and business

. Cultivate relationships with high net worth clients: perform extensive

needs and requirements analyses; design financial plan to meet individual

goals.

Customer Service Assistant, 2008

. Sales support for a top-producing fixed income advisor; managed

administrative responsibilities and customer service issues; provided

exceptional client service.

UNITED PARCEL SERVICE (UPS), Secaucus, NJ 2005 - 2008

World's largest shipping and transportation company.

Operations Supervisor

. Led operations in package delivery center in third largest UPS building

in the US; directed in-house team plus 70 drivers; trained, managed and

motivated highly successful team; resolved client issues.

. Recognized as Supervisor of the Year in Metro New Jersey District due to

outstanding leadership.

. Seconded as Labor Relations Negotiation Assistant in 2007 to capitalize

on excellent relationship with drivers; collaborated with Corporate Labor

Managerial Team during UPS/Teamster contract negotiations.

EDUCATION, LICENSES & PROFESSIONAL DEVELOPMENT

STATE UNIVERSITY OF NEW YORK COLLEGE, Cortland, NY, Bachelor of Arts in

Psychology, 2004

. President's List

Licenses: Series 7 and 66, New York State Life, Accident and Health

Insurance

Retirement Standards Planning Specialist, 2010, Financial Planning

Specialist, 2008

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