Sales Manager
Resume:
Becky Roemer
**** ********** ***, *** *******, TX 78250
************@*********.***
Objective: To obtain an administrative position that allows me to utilize my current skills, work experience
and strengths while being a contributing factor in the company’s growth and success.
Profile More than 18 years’ successful experience in customer relations and support
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with proven strengths in problem-solving, project management, strategic
planning and financial services.
Computer proficient with working knowledge of MS Office (Excel, Word,
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PowerPoint, Outlook), QuickBooks, Windows, Smartstation and Salesforce
systems.
Exceptional organizational and communication skills.
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Extensive experience in administrative functions and coordinating across all
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levels of management.
Community Involvement Helotes Human Society, 2009-2012
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Human Society & SPCA of Bexar County, 2007-2009
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Girls Scouts of America, 1999-2009
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PTA Board, 2000-2006
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Red Cross CPR/First Aid Certification
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Crocketters Football Club, Treasurer, 2010- Present
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C a rM a x, S an Antonio, TX
Employment 2013- Present
Inventory Associate
Responsible for accurate computerized tracking of inventory.
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Receiving, shipping and prepping inventory.
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Quality Control checks and facility maintenance.
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M ig hty Kicks, S an Antonio, TX 2012-2013
Director/Coach
As the Director and Coach of Mighty Kicks, Mobile Soccer
Program for children, my program was available at 17 centers with
over 200 participants.
Created lesson plans for a Mobile Soccer Program for children.
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Introduced age-appropriate soccer skills with games, drills and
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exercises to children enrolled in the program.
Fostered socialization and a team atmosphere.
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Bookkeeping, AP/AR, staffing and participant rosters.
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2010-2011
Advisors Asset Management, San Antonio, TX
Internal Sales Consultant
Provided investment options performance and analysis for both
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brokers and clients.
Developed and maintained existing customer relationships;
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identified and acquired new business within geographic territory.
Contacted financial advisors to share sales ideas, provide product
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information, gather market data and offer sales support.
Scheduled meetings with brokers to collaborate sales ideas to
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meet client needs.
Recruit financial advisors into productive representatives,
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identifying their overall business and client needs.
Build and utilize sub-account money manager relationships for
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additional revenue and marketing support.
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A.G. Edwards, San Antonio, TX
2001-2010
Registered Financial Associate
Promoted from a receptionist to Registered Client Associate.
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Assisted Branch Manager in client presentations and sales,
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reorganizational issues, stock splits and tender offers.
Aided in maintaining Branch Manager’s AUM of over $91
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million.
Assisted Branch Manager routinely achieve over $500k in annual
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sales.
Presented portfolios and discussed rollover options with clients;
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built and maintained client relations.
Acted as a liaison between Branch Manager and brokers.
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Responsible for training new employees and successfully support
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the efforts of all executive level staff.
Prepare and document branch paperwork to compliance
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guidelines.
Prepared and attended annual compliance exams on behalf of the
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branch.
L aw Office of Walter C. Wilson, Houston, TX
1996-2001
Legal Administrative Assistant
Assisted with all aspects of administrative management, directory
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maintenance, logistics, equipment inventory and storage.
Scheduled and coordinated department meetings, interviews and
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office events.
Responsible for preparing business correspondence, ingoing and
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outgoing mail and file management.
Performed multifaceted office support, prepared meeting
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minutes, meeting notes and internal support materials.
Coordinated between departments and operating units in day-to-
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day administrative and operational problems.
B a chelor of Science in B u siness Inform a tion System s,
Education
3 .7 GPA
Michelle Gonzales
References
Human Resources Coordinator
CRFS, LLC
James Hope
Administrator
Southwest Preparatory School
Audrey Whittenburg
Program Specialist
Texas Education Agency
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