Customer Service Sales

~ Qualifications Summary ~

Driven, versatile and detail-oriented professional with extensive

experience in sales and marketing, account management and financial

management; equipped with proven ability to increase market share,

outperform competition and maximize profitability while providing

exceptional customer service, follow-through and strategic planning.

Managed, maintained and nurtured positive business relationships with

clients from all levels to ensure profitability and customer satisfaction.

Key strengths

General and Account Management Interpersonal and Communication Skills

Organizational and Time Management Customer Service and Account Retention

Strategic Planning and Development Revenue, Market Share and Profit

Improvement

Professional Experience

GlobalView Software, Chicago, IL

Territory Manager ( 2008-Present

q Oversee the entire territory management operations for nine to maximize

revenue and territory increase

q Effectively manage existing accounts and assume increasing responsibility

for various duties, such as customer support, billing questions and

training implementation

q Engage in various functions, such as conducting cold calling,

communicating with clients, organizing meetings; train and demonstrate

"software solutions" to clients

q Direct sales and marketing of browser-based application, a data aggregate

that contains more than 30 different data providers to ensure efficient

client business performance

Key Accomplishments:

. Developed and maintained new existing accounts, which resulted in

substantial revenue increase

. Tracked and developed new business and sales opportunities within the

territory, as well as traveled in different locations to meet with new

prospects and current clients to achieve overall goals

. Successfully increased sales through tracking and signing new clients

as well as bringing in additional revenue from existing clients

Center for Research in Security Prices (CRSP), Chicago, IL

Senior Account Manager ( 2004-2008

q obtained contracts from new and existing clients to ensure sales increase

and accountability

q Participated in worldwide industry conferences to demonstrate market data

products to potential clients

q Functioned as key point of contact for existing clients and handle

various customer- and business-related issues, such as account problems,

business inquiries and up sales

q Collaborated with joint partners within the industry, such as WRDS,

Market QA, SAS and S&P (Compustat) to efficiently manage the sales and

marketing of combined products to future and existing clients

Key Accomplishments:

. Recognized for top performance and ranked ranking as Top Sales Manager

. Effectively managed and developed leads as well as increased sales

within the territory that includes United States (East Coast), Europe

and Asia

. Oversaw the entire account and sales management operation, which

annually generated more than $1.6 million in sales

Vision Investment Services, Inc. (Subsidiary of MB Bank), Oakbrook, IL

Internal Wholesaler ( Investment Services Representative ( 2002-2004

q Provided assistance and support to bank representatives in handling

various questions that deal with stocks, mutual funds, options, bonds and

all types of variable and fixed annuity questions

q Guided financial representatives in processing numerous life insurance

information and products

Key Accomplishments:

. Fostered positive relationships with bank representatives through

implementing innovative sales ideas, delivering quality service and

selecting the correct product suited to client needs

. Conducted cold calling and prioritized regular meeting with bank

representatives, which resulted to 65% business and revenue increase

. Obtained series 24 and Life/Health licenses

Zacks Investment Research, Inc., Chicago, IL

Account Manager ( 2002

q Administered sales and marketing of investment research tools to

personally identify portfolio managers, traders and analysts

q Employed customer service expertise in managing existing clients by

providing solution to various complex and sensitive customer issues to

ensure utmost customer satisfaction

TD Amritrade Investor Services, Chicago, IL

Stockbroker Account Officer ( 1999-2001

q Supported and assisted customers in placing orders for stocks, mutual

funds and options; accountable for dealing and managing high net-worth

and frequent trading customers

q Provided quality customer service and maintained adherence to the rules

and regulations of the brokerage industry

q Trained and directed new employees in brokerage and banking services

offered by the company to ensure quality service delivery and customer

satisfaction

Key Accomplishments:

. Successfully generated $2M per month in additional assets

. Obtained series 7 and 63 licenses

Education

Bachelor of Arts in Liberal Arts

University of Iowa ( Iowa City, IA: 1999

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