Customer Service Sales

Dina Atkinson

*** ******** ******

Santa Barbara, CA 93109

Tel: 310-***-****

E-mail: **************@*****.***

SUMMARY OF QUALIFICATIONS

Executive with strong experience as a Event Coordinator, Business Owner, Sales Manager, Marketing Specialist requiring strong customer interface and cross-functional team management and office management with progressive discipline.

Effective leadership, performance management, team building, and negotiation skills. Acquired over 12,000 clients in a four year period.

Strong time management skills with a focus on priorities and problem solving, plus the ability to handle multiple tasks and meeting deadlines.

10 plus years of marketing experience through event planning. Responsible for the coordinating of small to large seminars and meetings in order to increase sales revenues and clientele.

PROFESSIONAL EXPERIENCE

Western Estate Planning Services 2005 - Present

SVP of Marketing and Sales

Managing duties for Western Estate Planning Services. Duties include managing major milestone deliverables from Marketing, Inside Sales, Accounting, Documentation, and Support.

Responsible for hiring sales teams and administrative/customer service teams and to train and develop their skills. Responsible for tracking their success and results on a daily basis.

Leadership focused with the ability to listen, persuade and train my teams to the next level.

Estate Planning, Inc and Estate Planning of California, Inc.

Long Beach, CA 2001 - 2005

Owner, CEO, CFO

Owner of Estate Planning Company. Obtained 12,000 clients over a four year period through the marketing of seminars. Duties included Managing Sales Teams of Attorneys and Life Insurance Agents, Office Management, Accounting and Payroll.

Actively involved in all aspects of successful business operations, including: marketing, public relations, financing, personnel hiring, training and management, operations and inventory control, financial management and sales.

Financial Preservations Specialists, Redondo Beach, CA 1997 – 2001

Co Owner

Co owner of Marketing/Sales Company. Responsibilities included Marketing through seminars on Long Term Care Planning options to Senior Citizens. Duties also included Management of small Sales Team, Customer Service and Office Administration.

American Association of Independent Paralegals, Aliso Viejo, CA 1994 – 1997

Sales Assistant and Project Manager

Project Manager. Responsibilities included developing and tracking project budgets and schedules for new division of Estate Planning Company. Identified and managed marketing strategies and sales techniques. Teams included representatives from Marketing, Sales, and Administration Support.

Smith Barney Inc 1992-1994

Sales Assistant, Receptionist

Receptionist for Brokerage Firm of 30 plus Stock Brokers

Personal Assistant to top producing Stock Broker assisting with Customer Service and Administrative duties.

EDUCATION

B.S, Major: Psychology, Minor: Business, Clemson University, Clemson, SC 1991

Personal and Professional References available upon request.

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