NANCY PUTNAM GRIFFITH
**********@***.***
Cellular: 336-***-**** Winston-Salem, North Carolina 27103
OBJECTIVE
To obtain a position utilizing my skills as an administrative assistant and client relationships.
EMPLOYMENT
Receptionist: GWYN Electric, Plumbing, Heating & Cooling 2016 - 2019
Retired: 2014 - 2016
Financial Advisor: Wells Fargo Advisors, Clemmons, North Carolina 2013 - 2014
Investment Representative: Edward Jones & Co., Kernersville, North Carolina 2003 - 2013
Financial Advisor: UBS PaineWebber, Winston-Salem, North Carolina 1999 - 2003
ACCOMPLISHMENTS
Served high net-worth clients, including CEO’s of Fortune 500 companies.
Built relationships and drove business activities through new account, portfolio review, and prospecting.
Provided information on brokerage services including stock trades, mutual funds, estate planning, insurance, fixed income securities, and variable annuities.
Developed asset allocation strategies to maximize investor returns while minimizing risks.
United Way representative at UBS PaineWebber.
Administered a series of Financial Planning seminars to women in North Carolina.
Responsible for all purchasing, inventory, marketing, payroll and operations for an exclusive bridal salon.
Directed and implemented fashion shows featuring top designers such as Priscilla of Boston, Paula Varsalona, and Richard Glasglow.
Supervised, hired and trained a staff consisting of fashion models, sales associates and seamstresses.
COMPUTER SKILLS
Skilled in the use of Outlook and Windows.
Experienced with Word, Excel and Publisher.
INTERESTS
Golf, tennis, paddle tennis, oil painting, bridge, and ceramics.
Junior League of Summit, New Jersey (Chairman of Children’s Theatre).
Active volunteer and fundraiser for the YMCA of Greater Winston-Salem.
Was a Member of Kiwanis Club
REFERENCES UPON REQUEST