Professional Experience Sales

Chris Pierce

*** * ******* ***** 484-***-****

Pottstown, PA 19465 **************@*****.***

EXPERIENCED FINANCIAL CONTROLLER

Proficient financial manager with proven leadership and staff development skills. Adaptive consultant possessing over eight successful years of experience in sales, account planning and solution development. Highly learned professional with a track record for excellent client-service strategies and experience-proven financial strategies. Excellent communication skills as shown via a devoted career of customer satisfaction and an eye for detail to ensure the proper analysis and planning of business activities.

Areas of Expertise

Prospecting Development

Insurance Sales and Management

Retirement Planning

Solutions-Based Administration

Business Development

Needs Assessment

Budget Planning

Accounting

Client Consultation

Financial Analysis

Resource Allocation

Recordkeeping

Key Skills Assessment

Strategic Financial Management – Administer in-depth and focused financial oversight for all levels of budget management, ensuring all processes are governed according to sound accounting principles.

Team Building – Focused on constant improvement for department staff through the sharing of knowledge, collaboration towards goals and maintaining a friendly, productive attitude amongst the workforce.

Professional Experience

WELLS FARGO, Exton, PA Jan. 2014 – Present

Personal Banker, Broker Associate

Directly assisted clients by performing financial reviews and examining lending practices.

Developed and managed client accounts to ensure financial success by guiding them through investment decisions, retirement funding and insurance solutions.

THE VANGUARD GROUP, Malvern, PA 2006 – 2013

Flagship Client Relationship Associate 2007 – 2013

Oversaw 575 individual master accounts, amounting to the fiscal responsibility of over five hundred million dollars in client assets.

Directly interviewed clients and managed their accounts to plan solutions and deliver services and products, all while developing and improving upon client relationships.

Client Relationship Associate 2006 – 2007

Responded to client concerns and built relationships via effective and professional communication skills.

Located and confirmed information as required for the clients’ financial needs.

Trained new or less experienced hires and provided floor support in order to best apply Vanguard’s policies and processes.

Education & Training

Master of Business Administration

Bachelor of Arts Communication

CAPELLA UNIVERSITY Minneapolis, MN 2010

WEST CHESTER UNIVERSITY West Chester, PA 2003

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