Assistant Sales
Resume:
Angie Hilliard
Email: *********@********.***
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:
See Resume
Job History / Details:
ANGELA HILLIARD
4551 King Arthur Cove Bartlett, Tennessee 38135
*********@********.***
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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