Sales Customer Service

Luella N. Beneche

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

Manalapan, NJ 07726

M: 917-***-****

*********@*******.***

EDUCATION

Pace University, Lubin School of Business

New York, NY

Masters of Business Administration, Financial Management, 2006

Baruch College, Zichlin School of Business

New York, NY

Bachelor of Business Administration, Computer Information Systems,

2001

Minor: International Business; Graduated magna cum laude

EXPERIENCE

Mar 2007 - Feb 2008 ICON Capital, Corp

New York, NY

Marketing & Sales Associate

. Managed the sales cycle for an alternative investment product,

including prospecting new investors and closing new business

. Developed and leveraged professional relationships in order to promote

and drive sales

. Implemented sales and marketing strategies to target investor groups

. Database and pipeline management - obtained, inputted and managed data

on prospective investment candidates

. Maintained reports of sales activities, forecasting and planning

within assigned geographic coverage region

Aug 2002 - Dec 2006 Wachovia Capital Markets, LLC

New York, NY

Institutional Equity Research Sales Associate

. Communicated research and market commentary to institutional clientele

. Liaised with research, sales and marketing to coordinate road show

and non-deal road show marketing events

. Managed customer service for institutional clients with a focus on

client communications

. Facilitated stock trading activity and reconciled trades on a daily

basis

. Tracked performance of portfolio of focus list stocks; produced

related reports for client

. Maintained financial databases; compiled financial data and generated

reports for management review meetings

Aug 2001 - Aug 2002 Morgan Stanley Dean Witter

New York, NY

Financial Advisor

. Reviewed client investment objectives relative to current market

conditions and

provided financial and investment advisory services

. Designed, implemented and monitored client specific investment

strategies to address

financial planning, estate planning and insurance needs

. Managed client portfolios to maximize return while maintaining

appropriate levels of risk

and conforming to industry compliance standards

Sep 2000 - Jan 2001 Ernst & Young, LLP

New York, NY

Intern - Knowledge Management

. Designed and implemented database management system for eLearning

initiative

. Researched and analyzed data for presentations and collaborated with

account managers on the development of proposals

. Evaluated learning solution applications and assisted with prototype

demonstration

COMPUTER SKILLS MS Word, Excel, Access, PowerPoint; CRM

databases

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