Customer Service Manager

EVELYN Z. LANE

*** ********* ****

Marina del Rey, CA 90292

Phone: 310-***-****

Fax: 310-***-****

Email: abihee@r.postjobfree.com

EDUCATION: Pepperdine University, Graziadio School of Business

Master of Business Administration, April 2006

C.U.N.Y., Bernard M. Baruch College, New York, New York

Bachelor of Business Administration, June 1995

Major: Finance

Member, Finance Society & Accounting Society

PROFESSIONAL

LICENSES: Series 7 and Series 63

WORK EXPERIENCE:

4/01 - 4/09 Bank of America, Los Angeles, California

Senior Client Manager, Vice-President

Manage a portfolio of affluent clients within the Premier

Banking division of the company. Responsibilities include

developing and maintaining important revenue-generating

client relationships; providing a high level of

personalized customer service; providing integrated

delivery of financial services, including investment

management services, estate planning services, personal and

business lending services, and personalized banking to high

net-worth clients. Working closely with Bank of America

business partners to develop and deepen the company's

overall relationship with clients.

12/98 - 4/01 Chase Manhattan Bank, New York, New York

Relationship Manager, Assistant Vice-President

Delivery of personalized financial services to high net-

worth clients, including investment management services,

customized lending services, and personal and business

banking services. Providing advice to clients with complex

financial needs to help meet their financial goals.

1/98 - 10/98 Morgan Stanley Dean Witter, New York, New York

Financial Advisor

Successfully completed Morgan Stanley Dean Witter broker

training program. Responsibilities included opening and

administering retail accounts; providing financial advice,

planning and money management services; retirement

planning; conducting financial planning seminars.

12/96 - 12/97 Gruntal & Co., L.L.C., New York, New York

Account Executive

Responsibilities included opening retail brokerage

accounts, providing financial advice and planning services.

2/96 - 11/96 Neuberger & Berman, L.L.C., New York, New York

Institutional Sales Assistant

Primary responsibilities included maintaining institutional

and retail accounts, researching and resolving trade

problems and client inquiries.

11/91 - 2/93 Coopers & Lybrand, New York, New York

Student Intern

General clerical duties.

INTERESTS: Running, biking, skiing, reading and gardening.

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