Angie Hilliard

Email: abp89i@r.postjobfree.com

Address: **** **** ****** ****

City: Bartlett

State: TN

Zip: 38135

Country: USA

Phone: 901-***-****

Skill Level: Experienced

Salary Range: $50,000

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

ANGELA HILLIARD

4551 King Arthur Cove Bartlett, Tennessee 38135

abp89i@r.postjobfree.com

901-***-****

Series 7 and 63 registered sales assistant with 27 years experience within industry, including 18 working for top producers at multiple firms.

Professional Experience

Registered Sales Assistant- Vining Sparks,IBG Securities (Memphis, TN) 04/2012-10/2012

Adapted to role acting as assistant to four brokers in the process of establishing a client base.

Entered all trades and dispersed trade confirmations via email.

Handled quarterly portfolio accounting.

Handled broker responsibilities while they were out of office.

Associate Vice President-Morgan Keegan & Co. (Memphis, TN)

03/1999-03/2012

Played integral role in cultivating and maintaining relationships with a diverse client base. Worked with all trading desks. Performed research and analysis of potential client investment opportunities. Independently executed trades in the absence of assigned brokers and covered for desk partners. Maintained detailed knowledge of all products offered by firm.

Assistant to 3 of the top 10 producers.

Set up swaps and sent out daily inventories.

Regular updates on Simon customer database.

Entered all trades in Bloomberg and dispersed all trade documentation.

Loaded and updated all portfolios monthly into e-folio(R).

Registered Sales Assistant- Duncan Williams, Inc. (Memphis, TN): 12/1995-02/1999

Worked closely with top six producers throughout client relationship building and trading processes. Built and maintained relationships with all trading desks.

Covered all phones and handled various client requests.

Attended various conventions and conferences on behalf of brokers.

Analyzed trade reports daily to verify broker commissions.

Organized detailed travel logistics for brokers.

P&I Clerk & Client Ticket Input- Duncan Williams, Inc. (Memphis, TN): 12/1985- 12/1995

Achieved diverse knowledge of various industry aspects through thorough cross training in all back office departments.

Performed manual checks on P&I bond payments.

Established P&I claims with contacts at multiple bond houses.

Input all trades into system, and analyzed all confirms.

Served as backup for executive phones and switchboard.

Skills and Personal

Microsoft Office, E-folio, Bloomberg, Phase III, investment analysis, strong organizational and prioritization skills, highly efficient at communication w/ clients and across all spectrums of operations, detailed knowledge of industry dynamics and operations.

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