Sales Inside

JAMES MATHEW KARALEKAS

** ****** **. **** **********, RI 02914 *****.*********@*****.*** (401)

***-****

EDUCATION

Rhode Island College

Providence, RI May '09

Bachelor of Arts Degree in Communications with a concentration in Mass

Media Major, GPA: 3.6

Cumulative GPA: 3.4

PROFESSIONAL EXPERIENCE

ShapeUp, Inc. Providence, RI

Client Development Executive Mar. '12 - current

Primary responsibility is to establish and nurture relationships with C-

suite executives of Fortune 500 companies for the development of new

accounts; qualify leads and prospects who have a willingness to buy;

exhibit enthusiasm and energy during all communication with clients as well

as possessing the drive to exceed expectations. Other responsibilities

include:

. Identifying wants and needs of clients by making appropriate decisions

that cater/customize to them

. Creating presentations for prospective clients to heighten their

interest in ShapeUp's product and services and use marketing materials

to influence buying decisions

. Communicating and meeting with Outside Sales Executives and the Chief

Revenue Officer to generate pricing proposals that meet the client's

criteria

. Collaborating with other departments to execute inside sales

strategies and optimize sales and growth

Bank of New York Mellon

Westborough, MA

Mutual Fund/Shareholder Services Specialist August '11-

Feb. '12

Assisted mutual fund (Blackrock) shareholders, brokers, dealers and fund

companies with their inquiries and transactions; accurately and

successfully performed trades; and ensured customer satisfaction while

maintaining productivity and quality.

. Responded to inquiries promptly and directs clients appropriately

. Provided oral and written reports to team members and supervisors

. Demonstrated respect and professionalism with clients, employees, and

supervisors

Laurel Hill Advisory Group Jericho, NY

Shareholder Specialist Dec'10-Apr '11

Primary responsibilities included communicating with shareholders on a

daily basis, promptly answering their queries; providing them with

significant information regarding their investments; and accurately

documenting and organizing client account information.

. Demonstrated efficiency by reaching and exceeding daily quotas

. Maintained client records and responded to client inquiries in a

cooperative manner

. Built and improved numerous financial excel models to analyze

companies and industries

. Introduced to proxy voting

. Liquidated shareholders' assets

E1 Asset Management New York, NY

Junior Broker/Assistant Financial Analyst Jan'10-Dec'10

Responsibilities included studying to obtain Series 7 and 63 licenses,

assisting senior brokers in organizing, reviewing, and updating essential

financial paperwork belonging to valuable clients. Completed all

responsibilities efficiently and effectively that the company's President

requested my personal assistance with clients' accounts.

. With the supervision of senior brokers, recommendations to clients

were made about investments and trade flow into the NYSE

. Gained leadership experience as I was responsible for training new

stockbroker trainees, specifically in their communication with clients

. Professionally interacted with a wide range of employees and clients,

from company executives to personal shareholders

COMPUTER SKILLS

. Expert knowledge of Microsoft Outlook, Excel, PowerPoint, and Word

. Expert knowledge of Salesforce Software

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