Customer Service Sales

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mailto: *******.**********@*****.***

Experience

Aug. '09-Present Midlantic Communications Group, LLC GA

Chief Financial Officer: Financial Officer for the organization in charge of financial sales processes, management of marketing sales strategies and implementation. The financial processes of the organization have grown a business to an estimated $40,000 per month in revenue in 8 different cities in the last quarter of 2009. The company is expected to continue it's growth path for the next 2 years, and maintain an organization of 250 associates on a full time basis.

Apr. 08-Oct. 09 BancGlobal GA

Director of Advisory Services: Director of Advisory services is instrumental in the recruiting of new advisors to the BancGlobal Network. Implements consultative sales strategies to assist advisors in building their book of business. Serves as a conduit between the currency trading division, and the clients to find other opportunities to grow the assets under management and identify cross-selling opportunities. Interacts directly with the Founder, and CEO of the company to build the BancGlobal Brand, Enhance Technology and Trading Platforms within the organization, and manage the overall customer experience. Leveraged the CRM Solutions Platform to enhance overall client experience.

Apr. 07-Apr. 08 E*Trade Securities GA

Global Trading Specialist: The objective of the global trading specialist is to cultivate and facilitate relationships with the Global Trading client databases, including Section 16/Officer/Director Corporate base in an attempt to drive asset growth, retention, cross-selling and business development in partnership with our advice, banking, and lending channels. Must be able to leverage comprehensive industry knowledge, consultative selling skills, and a passion for service to effectively interact with the client via a professional concierge experience. Expert ability at handling large trades, and experienced in trading in the global markets of Hong Kong, Germany, France, Canada, Japan, and the United Kingdom.

Jan. '05- Feb. 07 Suntrust Investment Services GA

Financial Advisor: Responsible for advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Current book of business with 37 clients and 4.5 Million in assets. Revenue generated of $45,000 last year and looking to expand to $300,000 in the next year.

Aug. 98-Aug. 02 E*Trade Securities GA

Supervisor: Responsible for the leadership with E*trade customers and applicable vendors, leverages resources in establishing Regional Centers, provides technical and operational support to emerging International and Regional Customer Support Centers, responsible for creating a standard for service Quality, encompassing the entire customer experience, provide strategic directions on operational issues; staffing; policy and program development; monitors daily work procedures and productivity and assists in escalated problem resolution, available after hours for directions, responsible for the employment, career development and training, performance evaluations, compensation, associate motivation and counseling of customer service team. Maintained a customer service database of Club Etrade Customers which are clients with an asset minimum of over $500,000. Total Production of new assets and loan products equaled over $100 Million in a three month period.

Specialist : Assist the with the Supervision and Management of a team of Brokers and customer service agents in a call center environment. assists in escalated problem resolution, available after hours for directions, responsible for the employment, career development and training, performance evaluations, compensation, associate motivation and counseling of customer service team.

Aug. 98-Aug. 02 Invespro Consulting Group GA

Independent Consultant: Real Estate Investment Company designed to assist individuals in developing their distressed or foreclosed property into investment property. Also involved in identifying affordable and secure housing for individuals on the Housing and Urban Development's Section 8 Program.

Sept. 97-Mar. 98 Armada Residential Mortgage GA

Assistant Mortgage Consultant: Assisted both the President and Vice President of operations to formulate marketing and finance strategies that will effectively penetrate the highly competitive real estate finance industry throughout the state of Georgia. Highest Sales Performance During Tenure.

Education 1993-1997 Morehouse College Atlanta GA

B.A., Business Finance

Licenses

Series 24: Reg. Securities Supervisor

Series 7: Reg. Securities Broker

Series 4: Registered Options Securities Trader

Series 66: Registered Investment Advisor

Series 63: Registered for Trading in all 50 States with NASDOther Skills: SalesForce.com CRM Solutions, Dreamweaver, Access, Power Point, Quickbooks Pro, HTML, Word Perfect, Excel, Lotus 123, Access, Crystal Database, Scopus

Reference: Available upon request

Personal Quote: God Did Not Bring Me this Far to Fail

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