Sales Management
Resume:
MARY ELLEN KELLEHER
Eastchester, NY 10709
*********.********@*****.***
EMPLOYMENT: ALLIANZ GLOBAL INVESTORS, New York, N.Y.
Data Analyst JULY 2008-
PRESENT
. Prepares and distributes Sales and Net figures to
management on a daily basis.
. Verifies completion and accuracy of daily mutual fund
sales reporting and assigns trades to proper
wholesalers.
. Responsible for administration and support of Customer
Relationship Management and sales reporting systems.
. Intermediary between business users, Information
Technology and other departments for system questions
and reporting.
. Contributes to system testing and documentation of
results related to regular upgrades and special
projects.
New Accounts Associate
SEPTEMBER 2006-JULY 2008
. Reviewed new managed account paperwork to establish
client suitability and identified trading issues.
. Conveyed new account issues to client Operations and
branches with emphasis on a timely resolution.
. Partnered with colleagues to meet deadlines and daily
quotas for processing new accounts, transfers and style
changes.
. Generated daily reports in managed account database to
ensure accounts are trading in a timely manner.
CREDIT SUISSE ASSET MANAGEMENT, New York, N.Y.
Data Control Administrator
FEBRUARY 2006-AUGUST 2006
. Categorized clients based on daily sales activity and
furnish client contact information for mutual fund
marketing campaigns.
. Communicated with operations and clients, regarding time-
sensitive sales reporting.
. Liaised with clients for submission of marketing
materials.
. Compiled and distributed daily reports, detailing
performance of in-house products and competitors'
products to the sales team.
REUTERS, White Plains, N.Y.
Market Researcher
March 2004 - NOVEMBER 2005
. Maintained Futures and Options real-time content in
multiple databases for display on products.
. Communicated with exchanges through phone, e-mail, and
fax to verify data accuracy and understand upcoming
events in the marketplace.
. Responded to customer queries seeking explanations of
content and market conventions.
. Trained new members of the Futures data group.
EDUCATION: Binghamton University, Vestal, N.Y.
Bachelor of the Arts in English, May 2003
SKILLS: Proficient with Microsoft Office (Word, Excel, PowerPoint,
Outlook) and Lotus Notes.
Ability to learn custom
databases and new applications quickly.
References furnished upon request.
Contact this candidate