Customer Service Sales
Resume:
Angela Cochran
Email: *********@********.***
Address: *** ******** **** #****
City: Miami
State: FL
Zip: 33132
Country: USA
Phone: 404-***-****
Skill Level: Experienced
Salary Range: 100
Willing to Relocate
Primary Skills/Experience:
Investment/Portfolio Management Retirement/Education Planning Corporate/Institutional Finance Personal Finance/Financial Literacy Workshops Holistic Financial Planning
Educational Background:
Bachelors Degree, Accounting, Cum Laude
Howard University, 08/1998 - 05/2002
Washington, DC
Job History / Details:
ANGELA M. COCHRAN
244 Biscayne Boulevard #2306
Miami, Florida 33132
FINANCIAL ADVISOR
FINANCIAL SERVICES REPRESENTATIVE
Dynamic, dedicated and versatile financial professional with a wealth of experience propelling the
corporate performance and profitability of diverse organizations in addition to furnishing expert financial
counsel to individual and institutional clients. Creative problem solver and critical thinker with superb time
management abilities and drive to exceed expectations. Proficient in tracking meticulous detail in
challenging tasks despite demands of fast-paced and deadline-driven work environments. Exceptional
interpersonal, communication and presentation skills. Accomplished at developing and maintaining
productive relationships and strategic alliances to create competitive advantage. Focused decision-maker,
adept at managing priorities and talented in working with cross-functional teams. Bilingual fluency in
English and German.
Core Competencies
Investment/Portfolio Management
Holistic Financial Planning
Retirement /Education Planning
Behavioral Finance
Risk Management
Corporate/Institutional Finance
Tax Planning
Banking
Marketing & Sales
Personal Finance/Financial Literacy Workshops
Research & Analysis
Strategic Analysis & Planning
Team Building, Leadership & Training
Collaborative Teamwork
Business Development
Process/Performance Improvement
Customer Service & Satisfaction
Client/Stakeholder Relationship Management
Motivational Presentations
Public Speaking
PROFESSIONAL EXPERIENCE
MERRILL LYNCH, Atlanta, Georgia
2008 to Present
World`s largest brokerage firm, wealth management division of Bank of America, providing comprehensive
financial advice and investment banking services, with $2.2 trillion of assets in management and more than
15,000 advisors.
Financial Advisor
Assess client financial goals and furnish comprehensive customized strategies, structuring portfolios that
address client targets while minimizing risk. Counsel over 200 clients on personal finances, including
overall saving, education/retirement planning and taxes. Advise over 500 clients regarding taxation and
risk management of employer granted stock option awards. Work with business owners to set up life
insurance, 401k plans and deferred compensation plans. Develop presentations for high net worth clients
(over $10M), in consultation with senior partners.
*Secured over $40M for the firm to date, personally managing individual and institutional accounts
representing more than $35M in assets.
*Key member of the Merrill Lynch Corporate & Institutional Advisory Services team, ranked the #1
team in the firm and #1 worldwide in establishing corporate 10b5-1 plans.
*Achieved the distinction of being the only one of a class of 46 nationwide to successfully graduate
the rigorous 42-month Merrill Lynch Practice Management Development (PMD) program for new
advisors, recognized as the #1 training program of its type in the industry.
VICTORY NISSAN OF CHESAPEAKE, Chesapeake, Virginia
2004 to 2007
One of 21 dealerships owned by Victory Automotive across the United States.
Sales Manager
2006 to 2007
Directed all operational facets of the dealership, including goal setting, procedure/policy development,
marketing, internet sales, closings and customer service/issue resolution. Oversaw the finance and service
departments, addressing problems and conflicts as needed. Recruited, trained and supervised the 34-
member sales staff. Forged and maintained productive customer relationships and key
business/stakeholder alliances to propel business/revenue growth.
*Consistently surpassed monthly sales goals in a highly competitive environment, realizing in
excess of $1M in net gross profit in the top month and maintaining status as #1 Nissan dealership
in the region and #9 in the US.
Finance Director
2004 to 2006
Trained and supervised a team of 4 finance managers. Engaged with lenders to structure customer
financing. Oversaw interactions between the sales force and finance department. Worked with selected
clients to personally close over 80 deals per month.
*Rocketed to promotion as Finance Director by designing a standardized sales aid that earned
personal status as #2 in sales and drove a 50% increase in revenues within 6 months of
introduction. The system was subsequently adopted for mandatory use enterprise-wide.
*Achieved status both as the youngest and the first female Finance Manager in the firm.
Additional Experience (details on request):
Consumer Finance Sales/Management Trainee, WELLS FARGO, Alexandria, Virginia, 2003 to 2004
Assurance & Advisory Intern: DELOITTE & TOUCHE, McLean, Virginia, 2001
EDUCATION / ADDITIONAL TRAINING
Bachelor of Business Administration, Accounting
Howard University, Washington, DC
Certified Financial Planner Program (in progress), Boston University
Chartered Retirement Planning Counselor
FINRA Series 7 & Series 66 Registered Representative
COMPUTER SKILLS
Microsoft Office (Word, Excel & PowerPoint)
Thompson, Salesforce & ADP
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