Administrative Assistant Customer Service

Lori Richofsky

Email: *********@********.***

Address: *** ***** **. #*

City: New York

State: NY

Zip: 10021

Country: USA

Phone: 415-***-****

Skill Level: Experienced

Salary Range: $150,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Lori Richofsky

th

240 E 75 St., Apt. 9

New York, NY 10021

Mobile: 415-***-****

Email: *********@********.***

QUALIFICATIONS

Enthusiastic and highly adaptable individual with professional skills and expertise that include:

Successful track record in marketing to Registered Representatives and Broker/Dealers.

Create, plan and manage events that highlight products and create a first-class client experience.

Consistently meet deadlines and marketing goals within a high stress, fast paced environment.

Over 15 years of experience in building and sustaining relationships in the financial industry.

Effective at marketing/partnership creation with Registered Representative and Broker/Dealers.

Commended for being a dependable, self-motivated, and detail-oriented employee with excellent

organizational and time management skills.

PROFESSIONAL EXPERIENCE

CYPRESS CAPITAL CORPORATION, San Francisco, CA

Sr. VP of Northeast and Midwest 7/2008 7/2012

VP of Northeast and Midwest 11/2006 7/2008

VP of Marketing and Broker Relations 6/2005 11/2006

Director of Internal Marketing 11/2003 6/2005

Raised 20% of the total equity each of the last three years.

Achieved 30% increase in producers the last two years.

Have managed as many as 24 states.

Developed client presentations for marketing team.

Trained new wholesalers on Cypress Offerings.

Planned and managed all event details for broker dealer conferences.

Wrote marketing collateral to introduce new products to registered representatives.

Prospected registered representatives through email blasts, phone calls and marketing postcards.

Sought out new Broker/Dealer relationships while supporting outside wholesalers.

Managed projects for the launch of all new funds.

ATEL SECURITIES CORPORATION, San Francisco, CA 1/2002 10/2003

Southeast Regional Marketing Representative

Planned the events and represented ATEL at Broker/Dealer conferences.

Marketed to existing broker/dealer representatives as well as prospected new leads.

Coordinated marketing plans with outside wholesaler to meet territory goals and quotas.

Worked closely with Broker/Dealers in my territory to create sales strategies.

Provided sales support to registered representatives and clients.

Traveled extensively throughout my territory working with Registered Representatives and Broker/Dealers.

MORGAN STANLEY, San Francisco, CA 7/2000 1/2002

Branch Liaison Representative

Provided product, system and workstation consulting support and training to Financial Advisors, Sales Assistants

and Operations Managers in 75 branches across 10 western states.

Resolved aged or complex branch problems, managing a heavy volume of telephone inquiries, and provided

emergency on-site support to branch offices.

Trained Sales Assistants and new employees on products, procedures and regulatory policies.

CAMPAIGNE FINANCIAL GROUP, Sacramento, CA 10/1999 4/2000

Administrative Assistant

Worked closely with the companys owner and provided extensive administrative support using knowledge of

financial planning, investments, and customer service.

Cultivated a strong rapport with clients, updated and maintained client files, and processed all documentation

for a portfolio of more than 200 clients.

Responded to client inquiries and used industry knowledge to promote the companys various financial services.

ASSET PRESERVATION STRATEGIES, San Diego, CA 2/1997 9/1999

Administrative Assistant

Handled in-coming calls for five registered representatives, scheduling meetings with clients and

wholesalers.

Maintained client database, Bill Good Marketing System, computer operator level 2.

Assisted with marketing seminars and client communications.

EDUCATION

Bachelor of Arts Public Administration

San Diego State University San Diego, California

LICENSES

Series 7 and 63 Licenses

PROFESSIONAL ASSOCIATIONS

Financial Womens Association

National Association of Professional Women

Step Up Womens Network

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