MICHELLE D. CLAEYS, CFP

**** *. ******** *****

Seattle, WA 98112

Cellular: 206-***-**** Email:

acck8b@r.postjobfree.com

EMPLOYMENT OBJECTIVE: Seeking a challenging career position, utilizing

acquired skills, experience and training.

EXPERTISE: Skilled professional with extensive experience in the Banking

Industry, Account Development, Relationship Management, Large Group

Presentation, Personnel Administration, Team Building, Project

Administration, Strategic Planning, Communications and Problem Solving.

. Strong handle of the investment and real estate market, with

ability to forecast growing trends and developments

. Skilled originator/underwriter of complex personal loans, stock

secured loans, SBA loans and residential mortgages

. Creator of successful relationships with new prospects and existing

clients

. Able to initiate and organize the resources required to successfully

negotiate a wide variety of properties for sellers, and buyers

. Sound work ethic, sharp organizational skills, meticulous attention to

detail

. Poised under pressure, able to problem-solve and manage shifting

priorities with drive to succeed

. Superior presentation skills in a large group setting, communicating a

clear, strategic vision, inspiring professionalism and loyalty among

team members of diverse backgrounds and skill base

. Quality performance and compliance with organizational directives.

Execute direct-response advertising programs that generate qualified

leads

PROFESSIONAL EXPERIENCE

MDC CAPITAL SOLUTIONS, Seattle WA

2009-Present

Consultant

Industry leader, providing financial consultation to high net-worth

individuals.

. Superior business development skills including research, trends,

prospecting, financial plan review and pursuit strategies.

. Keen knowledge of investments, insurance, income tax planning,

retirement solutions, trusts and employee benefits.

. Builder of expanding relationships through referrals, aggressive and

successful calling efforts, centers of influence and community

involvement.

. Expert in using action plans, negotiation techniques, cross selling

opportunities leading to a successful book of lifelong clients.

Michelle D. Claeys, CFP / 2

WINDERMERE REAL ESTATE, Seattle WA

2006-Present

Real Estate Broker

Dedicated financial services/real estate professional assisting clients

with their financial, brokerage, lending and real estate needs.

. Extensive knowledge and success in identifying opportunities for

current and potential clients. Superior knowledge of the Seattle/King

County marketplace with up-to-date knowledge of the local and national

market.

. Marketing/branding expert. Detail-oriented regarding statistics,

market analysis and reporting. Thorough knowledge of complex financial

principles loan origination and legal documentation. Excellent writing

and public speaking/presentation skills. Solution-oriented as an

effective motivator, problem solver, team player and negotiator.

BANNER BANK, Seattle, WA 2003-2006

Vice President, Private Banking

. Managed a multi-million dollar, high net worth client base. Served as

a skilled consultant to delineate and analyze financial situations,

developing strategic solutions to further meet their financial

objectives. Successful Commercial Lender, supervising a staff of five

top producers.

. Accomplishments include: Top Producer Club 03-06

KEY BANK, Seattle, WA 1997-2003

Vice President, Private Banking

. Managed a staff of twenty in the sales and operations of three bank

facilities, ensuring production of revenue levels and territory

profitability. Team leader in investment product sales and delivery

of customer relationship management techniques.

. Accomplishments include: Consistently maintained 100% established

production goals.

WEST ONE BANK, Seattle, WA 1995-1997

Merged with U.S. Bank

AVP Private Banker / Loan Officer

. Director and team lead in the brokerage services of fiduciary,

investment management and Private Banking services to new and existing

high net worth clientele. Developed and managed a multi-million

dollar niche lending market to the Seattle Floating Home Community.

Michelle D. Claeys, CFP / 3

PACIFIC FIRST FEDERAL SAVINGS AND LOAN

1990-1995

Merged with Washington Mutual

AVP Loan Officer - Securities Broker

. Served as Mortgage Broker, underwriter, originator and closer for

residential real estate. Initially hired as an Investment Broker,

specializing in estate planning, retirement planning, insurance,

mutual funds and annuities.

METROPOLITAN SAVING AND LOAN, Seattle, WA 1983-1990

Merged with Washington Federal Savings

AVP Branch Manager / Mutual Fund-Annuities Representative

. Supervised a team of ten personnel. Managed new and existing accounts,

deposit, and customer service-related products. Sold mutual funds,

annuities and related financial planning services. Directed a $30M

portfolio for diverse client base.

EDUCATION / LICENSES / TRAINING:

. Certified Financial Planner - CFP, College of Financial Planning,

Denver, CO, 1985-Present

. Certified Real Estate Broker, State of Washington, 2006-Present

. Bachelor of Arts, Liberal Arts/Sociology, Washington State University,

Pullman, WA, 1983

. Series 6,63 Licenses (Inactive)

. Washington State Insurance License (Inactive)

BOARD POSITIONS / VOLUNTEER:

. Executive Treasurer, Association of Catholic Childhood, 2011-2014

. Chairman, SPREE Auction, Seattle Prep High School, 2010-2011

. Executive Committee, St. Joseph Catholic School, Seattle, WA, 2006-

2010

. Executive Team, Parish Counsel, St. Joseph Catholic Church, 2004-2010

. Parent Board, Seattle Prep High School, 2006-2007

. Member, Mary Anne Sauvage ACC Circle, 1998-Present.

Professional and Personal References available upon request

MICHELLE D. CLAEYS, CFP

2211 E. Crescent Drive

Seattle, WA 98112

Cellular: 206-***-**** Email:

acck8b@r.postjobfree.com

Please find enclosed a recently updated copy of my resume. As I think the

resume will indicate, I have acquired extensive experience and training in

a variety of areas, including Account Development, Relationship Management,

Personnel Administration, Team Building, Project Administration, Large

Group Presentations, Strategic Planning, Communications and Problem

Solving.

I am presently seeking a challenging career position utilizing my skills,

training and aptitudes. I work well with people, present effectively to

corporations and staff, am highly motivated as well as effective in high

pressure situations. I adapt quickly to new environments and am

knowledgeable in work prioritization.

In researching the background of your company, it would be an honor to be

part of such an exciting, forward thinking team. If my qualifications are

of interest to you, I would welcome an opportunity to discuss them with you

further in a personal interview.

Sincerely,

Michelle D. Claeys, CFP

Enclosure

Contact this candidate