Sales Manager
Resume:
Brenda Howson
Sanford, MI ***57
PROFESSIONAL OBJECTIVE:
To develop excellence throughout my career. To use my experiences from the
financial industry to add value to a team as well as to be challenged by
learning new skills. To provide the best possible service experience to all
contacts.
SUMMARY:
With over 20 years of experience in administration and financial services,
while working for small offices as well as large financial organizations, I
have been able to develop strengths in administration, client services,
prioritization, multi-tasking, problem solving, communications,
organization as well as a deep compassion for the well-being of others, all
of which lend themselves to the development of strong team and client
relationships.
EMPLOYMENT HISTORY:
UBS Financial Services, Nashville, TN
2003 - 2010
A Global Financial Services Company
Service Manager/Authorized Officer, 2008 - 2010
. Preparation & facilitation of corporate client conference calls
. Reviewed & approved daily audit folders with a success rate of 98% in
2009
. Improved client relationships to achieve "very satisfied" consistently
on the barometer
. Participated in creation & delivery of three elements of the training
program for new administrators
. Managed client expectations as far as deliverables for various
projects
. Worked through implementation for on-boarding a new client to
Corporate Employee Financial Services platform
. Managed day to day activities for direct report as well as semi-annual
and annual reviews
. Maintained timely communications with all involved parties on large
projects
. Partnered with representatives of other departments on the planning of
activities for the Perimeter Community
Stock Plan Administrator, 2005 - 2008
. Administering ESOP & ESPP for multiple companies - including a global
company
. Successfully performed stock splits, restricted lapses, spin-offs,
divestitures & stock plan purchases
. Quickly learned how to manage multiple company plans at once
. Received a "Delighted" acknowledgement from multiple companies and
have successfully improved relationship with previously unhappy client
assisting in the improvement of the barometer to satisfied
. Knowledgeable in Citrix, People Soft & Sybase systems
. Assisted with testing & rollout of automated import system and other
products
. Assisted in the training of multiple "new recruits" in the office
. Successfully implemented & streamlined several procedures for global
clients
. Successfully transitioned a global client from NJ admin to TN admin
Call Center Customer Service Representative, 2004 - 2005
. Consistently rated 100% in call center requirements for soft skills &
technical skills
. Began training other call center representatives within three months
of joining the team
. Assisted clients in understanding stock options and employee stock
purchase plans
. Entered on-line trades for clients
Registered Sales Associate, 2003 - 2004
. Assisted a pace setter financial advisor in purchasing/selling
municipal bonds
. Entered bids both on the computer system as well as by phone
. Prepared daily tickets & reports for compliance
Robert W. Baird & Co. Nashville, TN & Holland, MI
1996 - 2002
A Regional Financial Services Company
Registered Sales Associate Supervisor/Branch Administrative Assistant, 2001-
2002
. Assisted branch manager in interviewing/hiring/training of new
associates
. Performed annual/semi-annual associate reviews
. Compiled accounts payable/receivable information
. Created daily branch deposits
. Coverage of daily operations (including compliance)
. Ordered supplies
. Scheduled for phone coverage, vacation time, conference rooms &
wholesalers
. Reviewed e-mails through the Assenter (compliance) program
Registered Sales Associate, 1996 - 2001
. Assisted clients with trades and paperwork
. Used multi-line phone system
. Tech-Rep for computer system
. Organized a branch charitable giving opportunity for the holiday
seasons
First Michigan Bank Investment Services, Holland, MI
1995 - 1996
Now Known as Huntington Bank
Registered Sales Associate
. Accepted and placing of client trades
. Posted incoming and outgoing funds for clients
. Assisted traders as needed
. Cross training to assist receptionist/cashier
J. A. Drews & Associates, Portage, MI
1993 - 1995
An Investment Management & Research branch - a division of Raymond James
Financial
Registered Sales Associate/Office Manager
. Set up a new office, including establishing all systems & procedures,
making banking arrangements and developing vendor relationships
. Assisted clients in all areas (purchases/sales, understanding
statements, etc.)
. Performed all branch operations activities
C. E. Gasaway & Associates, Portage, MI
1990 - 1993
An Investment Management & Research branch - a division of Raymond James
Financial
Sales Associate
. Assisted clients in all areas (purchases/sales, understanding
statements, etc.)
. Performed all branch operations activities such as making deposits,
ordering supplies, assisting clients and maintaining the flow of day
to day office activities
EDUCATION & PROFESSIONAL DEVELOPMENT:
. Tennessee Real Estate License (currently in retirement status)
. NASD Series 7, 9, 10 & 63 Licenses
. Microsoft Office Training - Word, Excel, Access & Power Point
. Michigan Life Insurance License (prior to moving to TN)
. Kalamazoo Valley Community College - Computer Course
. Kalamazoo Christian High School - General Business Studies
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