Management Sales

BETH A. MEYERS

**** ********* ****, **********, ** 75010

469-***-**** ( ********@*******.***

QUALIFICATIONS AND SKILLS

Competent and proactive team player. Organized, highly detail-oriented,

focused, and concise. Resourceful problem-solver who performs well in fast-

paced environments. Experienced at balancing multiple tasks. Excellent

quantitative, communication and client service skills.

PROFESSIONAL HISTORY

Center for Veterinary Specialty and Emergency Care

2014 to present

Client Service Representative

. Database - Stringsoft

. This is a veterinary specialty practice and emergency room;

responsibilities are varied and relate to all aspects of supporting

clients in a busy practice of neurologists, internal medicine,

critical care and emergencies

Veterinary Behavior Solutions, Carrollton, TX

2013 to 2014

Administrative Assistant

. Set up client database using Excel

. Responsible for all incoming calls, service for new and continuing

clients

Capstone Partners, LLC, Dallas, TX

2008 to 2012

Associate, Project Management Team

. Administrative support for the distribution and project management

teams; including distribution of materials and preparation of reports

for meetings with prospective investors and assist in organization of

road shows

. Support unique sales process for each client by identifying trends and

resistance themes

. Maintenance of CRM, tracking and reporting on status of fundraising

process

. Research prospective investors and potential new relationships

Consulting Projects, Dallas, TX

2007 to 2008

. IMT Associates, Inc. Contract maintenance projects using portfolio

management software

. Taught therapeutic yoga classes. Contracted to develop and teach

classes for special needs populations

Barrow, Hanley, Mewhinney & Strauss, Inc., Dallas, Texas

2001 to 2006

Administrative - Equity Portfolio Specialist (support and GIPS performance

reporting)

Administrative support for the portfolio client managers including

correspondence, quarterly reports, reports and questionnaires for

consultants and custodians

Expense reports, maintaining calendar/scheduling, and meeting

arrangements

Calculation and reporting on equity composites in compliance with GIPS

standards using Axys/Excel

Accomplished automation of fee billing system from manual to

customized Advent process

Global Investment Systems, Ltd., Hackensack, New Jersey

1990 to 2000

Sales Executive

. Sales of Investment Management Software (IMPACT)

Carret Asset Management, LLC, New York, New York

1988 to 1999

Head of Operations and Systems

. Oversee day-to-day activities in a busy operations department

including monthly account reconciliations, trade settlements, client

quarterly reporting /invoicing, and SEC reporting

. Provide problem resolution for all aspects of the operations

department

. Hired and trained new operations employees.

. Special long-term projects included conversion to (then) AIMR

compliance, conversion between portfolio management systems (IMPACT to

Advent), and automation of invoicing system.

EDUCATION

FairleighDickinson University, Hackensack, New Jersey, Bachelor of Arts,

Business Concentration

Contact this candidate