Customer Service Sales

Edward Liu

Certified Public Accountant

Jersey City, NJ

********@*****.*** - 310-***-****

WORK EXPERIENCE

Consultant

H. BASS GROUP - New York, NY - 2013 to Present

Train associates on process techniques

*Write programs utilized by new associates

*Implement turnkey solutions that develop superior results

*Thoroughly review processes to make substantive improvements

*Provide management with long term action plans

Independent Financial Planner

BROADER HORIZONS FINANCIAL GROUP LLC - Los Angeles, CA - 2009 to 2012

Sold mutual funds, investments and insurance to retail customers

*Generated leads through cold calling and referrals

*Provided ongoing customer service and cross sold financial products

Financial Consultant

BANK OF AMERICA - Los Angeles, CA - 2002 to 2009

Senior sales and service professional on top team

*Cross sold bank products

*Consistently outperformed targets

*Provided excellent customer service to prime clients

EDUCATION

BA International Business

UNIVERSITY AT BUFFALO Buffalo - Buffalo, NY

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