Customer Service Project Manager

Ruth K. Warner

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

** **** *****

Plantsville, CT 06479

Phone: 860-***-****

Objective: Financial professional with over 26 years of experience in finance

and superior customer service. Looking for employment in something

new! Excellent communication, presentation and negotiation skills.

Extremely organized and committed to constant improvement and

customer satisfaction.

Professional Global Wealth Mangement LLC, Registered Investment Advisor

Experience: 2009-Present

Ruth Warner, Owner/Financial Advisor

Series 6, 7, 26 and 66 financial professional with eight year

record of success as a financial advisor

Adept in creating, developing and executing short and long-term

financial strategies customized to meet client needs.

Respected leader with a team player mindset and a roll up your

sleeves work ethic

American Express/Ameriprise Financial 2001-2009

Franchise owner, Financial Advisor

Grew customer base practice to 284 client accounts valued at 28.4M

Earned a reputation for expert financial advice and superior

customer service that resulted in a strong referral business.

Life Instructors, New Providence, NJ 1998-2001

NASD Consultant - Review courses for legislation accuracy and

compliance with ERISA and ECTRA changes in continuing education

regulatory element for series 6 and 7 exams.

Aetna/ING Financial Services, Hartford, CT 1989-1998

Compliance Manager

Call Center Manger - Possess strong communication, customer service

and organizational skills, which increased customer satisfaction

from 85% to 98% and realized 100% on-time delivery of assigned

projects

Customer Service - Model Project Manager Highly effective

leadership, communication, motivational and inspirational skills,

which led to 98% employee retention ratio and four out of six

employees promoted into management positions. Selected by CEO for

special customer service assignment that improved customer

retention by 14%

Cigna, Hartford, CT 1983-1989

Retirement Analyst, Pension Specialist, Series 6

Managed contributions and distributions and monitored for

compliance for 45 large corporate pension plans, including

Mitsubishi Bank and Six Flags.

Responsible for client relations providing superior customer

service. Recognized for excellence in service award.

Southington Savings Bank, Southington Savings and Loan

1978-1983

Teller - Process customer transactions such as deposits,

withdrawals, transfers, loan payments, bank checks, money orders,

and cash advances

Line Supervisor - Cross-sell bank products and services and answer

customer questions or refer to branch sales or brokerage personnel.

New Accounts Manager - Opening accounts, developing and maintaining

account relationships, providing solutions and resolving customer

problems through quality service and product knowledge.

Project Manager - ATM installations

Professional Rotary Club of Southington, Southington, CT - member

Affiliations: Central Connecticut Women's Forum, Farmington, CT - member

Southington Chamber of Commerce, Southington, CT

Business Networking International, Middletown, CT - past vice

president

Regulatory Element Continuing Education, New York, NY

United Way of Southington, Board of Directors

Notable American Express, Mercury Award, 2003, President's Recognition

Accomplishments: Award, 2005

Variable Contracts Principal Series 26

General Securities Representative Series 7

Uniform Combined State Law Series 66

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