Customer Service Manager

**** ****** ******* . ***********, ** *****

(C) 443-***-**** . (H) 410-***-****

E-MAIL abmlh5@r.postjobfree.com

BLANE A. WRIGHT

SKILLS AND ACCOMPLISHMENTS

. Strong leadership skills and the ability to interact with all levels of

management.

. Extensive market and economic background.

. Ability to effectively communicate complex economic and financial

information to individuals, large groups, and institutions.

. Extensive experience in portfolio analysis and asset allocation modeling.

. Individually managed $60 million in assets and grew branch assets to over

$100 million.

. Series 7, 6, 63, and Md. State Life and Health licenses (Series 24 in

progress).

. Experience with a variety of PC software products.

PROFESSIONAL EXPERIENCE

2009 - Present ING/Mai Financial Partners Westminster, Maryland

Business Consultant

. Act as an independent contractor assisting with general business

management, compliance and marketing. Responsibilities include

reviewing and making recommendations on streamlining compliance

functions; evaluating growth opportunities for the business as a

whole; Creating and implementing targeted marketing plans for both new

and existing clients; Assessing overall business efficiency and

functionality.

2006 - Present Sunset Ridge Stables, Inc. Westminster, Maryland

Owner

. Co-owner of family farm/facility that provides horse boarding, riding

lessons, and equine massage. Responsibilities included facility

setup/establishment, business development, strategic planning,

budgeting and general business administration. Current ongoing

responsibilities are minimal.

1999 - 2006 Legg Mason, Inc. Baltimore, Maryland

Division Manager/V.P., Funds Investor Services

. Ran the direct distribution channel of the Legg Mason family of funds,

with over $2 billion in assets and over 100,000 clients. Managed 40+

employees, including 20 Financial Advisors. Expanded the department

from an inbound call center exclusively for Legg Mason Funds to a full-

service direct brokerage distributing a variety of financial products

across the U.S. Evaluated funds, fund families, and managers for use

in client portfolios. Worked with the management and research staff of

the funds, analyzing portfolio holdings and objectives to ensure

goals, objectives, and the messages of the funds were properly

communicated to both employees and clients. Conducted weekly market

and economic review meetings with staff to keep abreast of changing

economic conditions that may impact the holdings and/or performance of

the Legg Mason Funds. Developed a tiered wealth management program for

high net worth individuals which included customized asset allocation

models and individualized customer service within the direct channel.

. Established new and maintained existing Third Party Distribution

relationships with various trading platforms and institutions

distributing Legg Mason Funds. General responsibilities included:

Developing sales and marketing strategies for both the existing client

base and prospects; Analysis and development of client service and

operational programs and processes; Overall strategic planning and

development; Annual budgeting and analysis; Oversight of various

support systems including CRMs and ACD phone systems; Analysis and

implementation of policies and procedures with regard to compliance of

FINRA (formerly NASD) and SEC regulations; Development and

implementation of fraud and anti-money laundering processes and

procedures; General personnel and human resources management.

Developed bonus-based incentive programs for Financial Advisors and

administrative staff to generate positive motivation, increase

productivity and produce results. The program was highly successful

and led to a 40% increase in assets.

1995 - 1999 Olde Discount Brokerage Baltimore, Maryland

Financial Advisor/Branch Manager

. Responsible for constructing portfolios and providing advice to

clients regarding equities, fixed income, and mutual fund investments.

Accountable for all branch decisions regarding compliance and

regulatory issues, approval of option trades, and branch

profitability. Provided direct supervision over Financial Advisor

trainees as well as general supervision over all branch employees.

Responsible for branch and region recruiting and all aspects of human

resources within the branch. Annual income based on commissions, asset

growth, and branch profitability.

EDUCATION

Loyola College Baltimore, Maryland

Master of Science in Finance (Investment Analysis Concentration)

Towson State University Towson, Maryland

Bachelor of Science in Business Administration (Finance Concentration);

Minor in Economics

Catonsville Community College Westminster, Maryland

Associates Degree in Business Administration

INTERESTS AND ACTIVITIES

Horses, Fishing, Hiking, Scuba Diving, Golf

Former Board Member - Music Maker Relief Foundation, Hillsborough, NC

Member - Paint and Powder Club, Baltimore, MD

Production Committee - Maryland Junior Miss Scholarship Program

REFERENCES

Available upon request

Contact this candidate