Manager Sales

JAMIE BATISTE

Austin, TX ***** 512-***-**** ************@*****.***

MULTI-TALENTED SALES AND OPERATIONS ASSISTANT

Enthusiastic, outgoing individual with a positive attitude and expressive communication skills seeks to provide support as a team player in a responsible position that will utilize my acquired skills, and knowledge while providing opportunities for advancement. Excel at leveraging interpersonal leadership skills in order to build, maintain, and foster peak performing teams. WORK HISTORY

CONFIDENTIAL, A ustin, TX 2016-Current

Executive Assistant

Assist Director/CEO with calendar management, travel, and expenses. Development of reorganizing division for effective change.

● Assist with team building initiatives and overall support for maintenance of organizational culture and employee moral.

● Salesforce data collection for sales team reports.

● Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, location, meeting prep.

● Developed E-learning training modules for staff. Created SOP’s

● Successfully implemented new best practices to the entire division. ST. JUDE MEDICAL, Austin, TX 2 011 – 2015

Sales Executive Assistant/Program Project Manager

Assisted Divisional Vice President and Regional Directors in all administrative sales support, travel, programs, expenses, reports, and sales team management.

● Provided detailed records while coordinating grants and honorariums.

● Processed grants, physician honorariums, and enabled team to give back to various fundraisers.

● Provided payments to physicians in timely manner that allowed continuation of training and promoting medical device products.

● Constructed consulting agreements for physicians in order to facilitate payments.

● Negotiated contracts with legal team, and vendors for physicians and events

● Ensured medical program events were directed correctly by attending all events and confirming all event logistics all over the US.

● Attained top performing sales team in various regions while managing United States Vascular Salesforce.

● Increased productivity and sales by coordinating sales interviews with Divisional Vice President.

● Enhanced staff development by facilitating and supervising new hires.

● Facilitated and planned inter-departmental meetings and events by serving as liaison between other departments.

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BAZAARVOICE, Austin, TX 2 010 – 2011

Office Manager / People Operations Administrator

Managed daily office and HR needs for 400+ employees and all facilities for 75K sq. ft. of office space.

● Managed day to day calendars of company meetings.

● Provided technical and day to day management with existing accounts, vendors and shipping.

● Worked closely with Recruiting with high flow of candidates arriving throughout the day.

● Plan and execute company events including Company off-sites, Bazaarvoice foundation activities, New Hire Mixers, Social activities.

● Set up meetings for direct manager.

● Implemented a new mailing system for the company. UBS FINANCIAL SERVICES, Austin, TX 2 008 – 2010

Branch Service Associate

Handled all cashiering responsibilities such as deposits, ACATS, mutual funds, equities and option trade entries, trade corrections, journals, wires, Ach approvals, broker number changes, incoming customer calls, wire operations, deposit stock securities, and opening new accounts.

● Assisted Branch Manager with the preparation of NYSE “surprise” audits.

● Worked closely with the Branch Manager on resolving client inquiries.

● Market data research for clients which lead to maintaining relationships with brokers.

● Client Focus, Greet Visitors, Answer Phones.

● Handled incoming client calls (e.g., investigate account issues, deposits, transfers, 1099 statements).

● Supervised Client Support Assistants.

● Coordinated Wholesaler Lunch Meetings for Branch Manager and staff.

● Handled all incoming and outgoing mail.

● Handled all General Ledger accounts to pay office bills. JAMIE BATISTE ************@*****.*** PAGE THREE

CYBER TRADER, Austin, TX 2 006 – 2008

Sr. Operations Specialist

Handled all incoming brokerage applications and reviewed missing document issues.

● Increased client focus while opening new accounts and administering ACATs.

● Ensured service levels were met on daily basis while working in fast paced environment. CLEAR CHANNEL, Austin, TX 2 005 – 2008

PT On Air 96.7 Kiss FM Onsite Event Producer PT / Board Worked on air at nights for 96.7 Kiss FM and provided various topics for night show.

● Voice work for Clear Channel Radio Commercials.

● Execute and set up radio station remotes or appearances. Each event requires set up station equipment, inflatable tents, tables, PA equipment, and station vehicle and then conduct an onsite game or activity that will create interest and fun for listeners and spectators.

● Act as the “host” (of the party); meeting and greeting listeners and implementing an onsite activity while awarding prizes. Ensure that the station banners are hung and set up to meet onsite standards.

● Produce live boards for live broadcast, and call-ins. RIVERSTONE WEALTH MANAGEMENT, Austin, TX 2 004 – 2005 Operations and Transitions Manager

Opened new and updated existing accounts (both RUMBA and SBOS) and managed SEC books and recorded associated requirements.

● Execute cashiering: wire transfers, securities or cash journaling, securities and checks received and disbursed.

● Problem solve on behalf of Registered Reps and / or Sales Assistants.

● Misc. operations: cancel and correct trades, coordinate extensions and money dues, report qualifying bond trades to TRACE, reassign accounts and manage signature guarantee program.

JAMIE BATISTE ************@*****.*** PAGE FOUR

RIVERSTONE WEALTH MANAGEMENT ( Continued)

● Administrator ACATs.

● Execute customer / broker requests for money out (Wire, ACH, Check, or Journal) within the deadline given by the clearing or direct firm.

● Worked with a newly hired reps to consolidate and prepare client data for transfer.

● Traveled with CEO to reassure transition is complete and accurate.

● Quickly and accurately executed a mass transfer of accounts to the firm which generated revenue for the company

● Maintained a positive experience for new reps and their clients. NATIONAL FINANCIAL PARTNERS SECURITIES, Austin, TX 2 002 – 2004 Sr. Commissions Processor

Processed Annuities, Variable Life, Mutual Funds, Coli / Boli products, and Financial Planning Fees, that initiated from Pershing, National, NSCC, and IPS.

● Assisted department manager with extensive projects such as financial statement augmentation, rep resolution, arrears reports, input documents, direct deposits, and commission run.

● Member of the NFP Social Committee.

● Interact with several departments including, Registration and Licensing, Broker Dealer Systems, Transitions, Brokerage, and Accounting.

● Assisted with Beta Testing with BD systems.

EDUCATION

Attended courses at Austin Community College, Austin, TX, 2002

Upward Bound Program, Houston Tillotson College, 1999 – 2000

Internship, Government, Columbia University, NYC, 2000

Diploma, John B Connelly High School, Austin, TX, 2000 SKILLS

Microsoft Proficient (Outlook, Word, Excel, PowerPoint)

Salesforce

Concur-Business and Travel Management Program

Slack

Mac/Google Docs

Very Experienced Voice Over (Radio, Television, Commercials, E-Learning)

Product Photography

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