Service Representative Insurance Agent

SAHLE DENEKE

415-***-**** ( ***********@*********.***[pic]

CLIENT SERVICE LEADER /TRADE SPECIALIST/OPERATIONS

DYNAMIC, GOAL-DRIVEN, AND ACCOMPLISHED PROFESSIONAL WITH SIGNIFICANT

EXPERIENCE AND SUCCESS IN CLIENT SERVICE, FINANCIAL MARKETS, AND PRIME

BROKERAGE OPERATIONS OVERSEEING MULTI-MILLION DOLLAR PORTFOLIOS.

DEMONSTRATED EXCELLENCE IN PORTFOLIO MONITORING, BALANCING, RECONCILIATION,

QUALITY DUE DILIGENCE WORK, AND PROMPT RESOLUTION OF TRANSACTION AND

REPORTING ERRORS. A SELF-STARTER WHO THRIVES IN COLLABORATIVE, TEAM-

ORIENTED ENVIRONMENTS; WORKS INDEPENDENTLY WITH EQUAL SUCCESS. POSSESSES

EXCELLENT INTERPERSONAL SKILLS; BUILDS AND MAINTAINS POSITIVE AND TRUSTING

RELATIONSHIPS WITH DIVERSE GROUPS OF COLLEAGUES AND CLIENTS. SKILLED IN

MICROSOFT OFFICE, BLOOMBERG, ADP, GIM2, ADVENT, AND GENEVA.

Areas of Expertise

Client Service/Satisfaction ? Problem Solving ? Conflict Resolution ?

Operations

Account Performance Assessment ? Consultation/Guidance ? Error Reporting

Due Diligence ? Training/Coaching ? Collaboration ? Multitasking

professional experience

PRIMIER FINANCIAL ALLIANCE, Stockton, CA

Field Associate, Life and Health Insurance Agent, 2014-Present

WESTERN & SOUTHERN LIFE, Stockton, CA

Financial Representative, 2013-2014

. Ensure highest level of client service and solution development in

financial services industry

. Spearhead innovative financial solutions for individuals, families, and

small businesses; accurately assess situations and needs for insurance,

retirement, and investments

EXPERIENCE UNLIMITED (NON-PROFIT ORGANIZATION), Walnut Creek, CA

Pro-Bono Consultant, 2011-2012

. Led volunteer work for non-profit affiliate of the California Employment

Development Department (EDD)

. Headed consultation, guidance, and direction for clients seeking

employment, training, and education

BNP PARIBAS/BANK OF AMERICA SECURITIES, San Francisco, CA

Client Service Representative/Director, 1997-2011

. Served as point of contact and support for Hedge Fund Managers and

responded to their needs on a timely and professional manner.

. Established and maintained relationships with high-profile hedge fund

clients; grew business by 30%

. Cross-sold company products to clients and generated additional revenue

. Ensured accurate, effective, and efficient execution of outsourced

services and ultimate client satisfaction

. Performed broad-based operational duties; collaborated with custodians

and internal departments to process requests promptly and professionally

. Reconciled fund valuations, positions, cash, fees, and NAV, promptly

research and respond to all client needs

. Successfully managed risk by resolving and addressing all operational

issues including trade breaks, corporate actions, stock loan activity,

and margins

. Consistently met deadlines on projects assigned

. Coordinated new account documents; open and monitor account funding

. Provided operation subject matter expertise to clients where required

. Processed client requests for cash and securities (wires, checks,

deposits, withdrawals, and journals)

EDUCATION & LICENSURE

. Master of Science Degree, Geography, Crimean State University,

Simferopol, Ukraine

. FINRA Licenses 7 & 63

. Insurance License: Accident and Health Agent. Life-Only Agent

. Seminars and Training Sessions at BNP Paribas: Managing Bonds, Online

Trading, Anti-Money Laundering, Corporate Security, Hedge Funds

Administration and Accounting

Contact this candidate