Customer Service Sales
Resume:
candace daniell
Email: *********@********.***
Address: *** ******* **
City: Columbus
State: OH
Zip: 43228
Country: USA
Phone: 614-***-****
Skill Level: Experienced
Salary Range: $25,000
Primary Skills/Experience:
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Educational Background:
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Job History / Details:
CANDACE DANIELL
473 REDMOND RD
COLUMBUS, OH 43228
FINANCIAL SERVICES PROFESSIONAL
Sales support ~ Trader ~ Liaison ~ Client Account Analyst
I have over 35 years of experience in the brokerage business. I am an incisive researcher with keen analytical and diagnostic abilities. I have planning and organizational skills with a proven ability to take charge with little or no direction. I used an innovative approach to problem solving which resulted in increased profits. Researched information required by account executive and provided answers in a timely manner.
CAREER HIGHLIGHTS
CAMBRIDGE FINANCIAL GROUP 10/04-4/12
Money Manager Firm
Responsibilities included Customer service, faxing trade orders and entering internet trades.I also took care of all mail. Monitored daily account changes for a broad range of client accounts and updated client information and then reconciled client statements on a monthly basis. Helped convert 10 years of paper statements to computer software.Debited and credited accounts for dividends, stock splits, interest,management fees, debits and credits.
H & R BLOCK FINANCIAL ADVISORS 4/03-4/04
A full service brokerage firm
Registered Sales Assistant
Responsibilities included Customer service and answering a multiple phone line systems, doing all banking and banking reconciliation. The ordering of all office supplies and taking care of all mail and Fed-Ex packaging. I input and researched cost basis. When Financial Advisers were not available I handled their clients' questions and requests for trades.
Key Accomplishments:
Key to implementing a postage meter at our branch by researching the cost of stamps we used vs. the cost of using the meter. This move paid for the postage meter and saved the branch thousands a year.
As one of 4 Registered Sales Assistants in Ohio, I suggested many ways to make our computer programs more user-friendly.
Adapted procedures to better access and facilitate resources and information needed by Financial Advisers.
CANDACE DANIELL PAGE 2
PRUDENTIAL SECURITIES 7/02-4/03
A full service brokerage firm
Registered Sales Assistant
Responsibilities included Customer Service and answering multiple phone line systems, faxing and taking care of all mail. Problem solving to enable Financial Advisers more time to acquire new clients, thereby increasing their sales and profits. I opened new accounts, and did trades when Financial Advisers were not available. I input and researched cost basis.
ADVEST, INC. 1986-2001
A full service brokerage firm
Assistant Trader/Liaison
Responsibilities included fielding all mail and account executive inquiries for bonds for 26 branch offices in Ohio, Kentucky, Illinois, Missouri and Pennsylvania. Bought and Sold municipals for inventory and trading purposes. Handled competitive as well as negotiated deals. Researched and resolved trade problems for account executives.
Key Accomplishments:
Increased productivity of second tier account executives by 20% by daily personal contact and finding the right product for their clients.
Recognized the need to increase account executive knowledge of municipal bonds. Created opportunities for one-on-one consultations with brokers enhanced by a question and answer piece on internal web-based communication, resulting in increased earnings for account executives and the firm.
Developed an inventory sheet for account executives to use with potential customers highlighting product offerings leading to increased sales and earnings.
Trained account executives on three order entry systems. Each system change increased productivity through a personalized approach to the process.
Received Series 7 and Series 63
Promoted three times from Trading Assistant, Liaison and to Liaison/Trader.
SWENEY CARTWRIGHT & CO. 1981-1986
A privately held financial service firm specializing in stocks and bonds
Operations Assistant, 1985-1986
Responsibilities included Bearer/Registered/DTC NIDS trade input.
Tracked inventory on a daily basis to assure accuracy of trades, Maintained excellent records and followed up on all transactions. Selected for additional training resulting in a promotion from secretary to operations assistant.
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