Sales Customer Service

Title:Trust Service Representative

************@*****.***

Document

Source below

NAME:,

ADDRESS:

ADDRESS2:

CITY:

STATE: CA

ZIP:

CANDIDATE ID: 2864268

US CITIZENSHIP:

EDUCATION:

EXPERIENCE: 0

WILL RELOCATE: No -

JOB WANTED:

RATE NEEDED:

TELEPHONE: 949-***-****

EMAIL: ************@*****.***

HOMEPAGE:

HOTTEST SKILLS: sale, financial, communication, market, product, quota, economics,

marketing, promotion, proposal, statistics, accounting, credit, economic, finance,

transaction

REVISION: 08-SEP-02

RESUME:

28022

Angela Leung Irvine, CA 949-***-**** ************@*****.*** ANGELA S. LEUNG

3731 Cosley St., Irvine, California 92614

Residence: 949-***-****

Voicemail: 949-***-****

E-mail: ************@*****.***

OBJECTIVE

To pursue a career in the financial/investment field where my communication,

analytical, and sales abilities can be utilized for the mutual benefit of my

employer and myself.

LICENSES

* NASD Series 6 (Investment Company Products/Variable Contracts) registered

representative.

* Series 63 (Uniform State Law) registered representative.

EXPERIENCE

Trust Service Representative, 05/99-PresentWells Fargo Trust and Investment Services, Long Beach, CA

* Demonstrate excellent communication skills. Act as a liaison between

clients and components of the trust department.

* Provide superb customer service by solving complex issues expeditiously.

* Administer daily activities of trust, investment management, and managed IRA

portfolios.

* Interpret trust documents, investment strategies, and security holdings.

* Proficient in different facets of trust administration and SEI Trust

Systems.

Sales Agent, 04/98-05/99Wells Fargo Bank, Irvine, CA

* Identified and seized cross-selling opportunities to ensure optimal sales

volume.

* Met and exceeded all quarterly sales quotas.

* Increased credit sales by 100% through add-on promotions.

* Supervised and trained 15 plus tellers by providing approvals and assistance

to maximize efficiency.

Financial Consultant Assistant/Intern, 12/98-04/99Salomon Smith Barney, Irvine, CA

* Met and exceeded projected cold call quotas, increased leads by 50%.

* Administered seminars and arranged appointments with prospective clients,

which increased sales volume by expanding clientele.

* Assisted financial consultant through development of client portfolios and

seminars.

Financial Consultant Assistant/Intern, 05/98-10/98Wells Fargo Securities, Irvine, CA

* Assisted financial consultant in development of financial proposals and

investment research.

* Executed and provided marketing ideas and expanded financial

consultant's clientele.

Merchant Teller, 09/96-04/98Wells Fargo Bank, Irvine, CA

* Processed high dollar transactions for merchant and purchase customers.

* Cross-marketed bank products and referred customers to appropriate sales

groups to meet company sales goals.

EDUCATION

University Of California,

Irvine

BA,

Economics / March 1999

SELECTED COURSEWORK: Corporate Finance, Financial Accounting, International

Money, Statistics, Calculus.

ACTIVITIES

Kappa Zeta Phi Service Sorority, UC Irvine / 1995-1999

Vice President/Philanthropy Chairperson / 1998-1999

SKILLS

* Proficient in Windows 98/NT, MS Excel, MS Word, MS Outlook, and SEI Trust

Systems.

Language fluency in Chinese-Cantonese. Proficient in reading Chinese.

Excellent verbal and interpersonal skills. Strong commitment to excel.

Contact this candidate