MONA V. REILLY

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

Somerset, New Jersey 08873

732-***-****

acyq70@r.postjobfree.com

Professional Experience

Merrill Lynch Bank of America Corporation

Wealth Management Client Marketing Associate, Bridgewater, NJ June 2005 – June 2016

Supported all aspects of marketing for client planning and investing goals for the Management Team

Directly corresponded with clients regarding financial reports and investments

Researched, reviewed and proposed analyses and performance reports pertaining to client service and financial support

Prudential Securities, Inc.

Client Service Navigator, Carnegie Center, Princeton, NJ August 2000 – June 2001

Provided high quality, consistent and differentiated advice, performance and service to clients and Financial Advisors to demonstrate a solid understanding of the firm and its products

Profiled clients and gathered information for financial planning. Encouraged additional sales and service opportunities with new and existing clients in a consultative manner

Assisted in the completion of, reviewed and processed the new account paperwork

Merrill Lynch, Pierce, Fenner and Smith, INC.

Senior Financial Planning Development Specialist, Princeton, NJ July 1999 – August 2000

Developed new ideas and approaches to enhance Merrill’s financial plan, known as the “Financial Foundation”

Analyzed and revised text and criteria for the Estate, Retirement and Survivor sections of the plan

Assisted Tax Advisors, CPAs, Attorneys and CFPs to incorporate the most recent legislative changes in the client financial plans

Coordinated and conducted meetings with the Financial Planning Group to review enhancement prototypes throughout development stages including testing

Participated in the design of Merrill Lynch’s Online Questionnaire, an innovative tool to streamline client profiling for financial planning

Senior Financial Planning Specialist, Princeton, NJ Dec 1997 – July 1999

Advised sales force in all aspects of the “Financial Foundation,” including the “Employee Stock Option Analysis” and the “Interactive Financial Foundation”

Supported sales efforts by identifying specific planning solutions for individual clients and explaining financial planning concepts and techniques to Financial Consultants and teams

Organized the Financial Planning Joint Advisory and Development Department meetings by coordinating the efforts of members from each group in both Denver, CO and Princeton, NJ

Conducted group workshops and training sessions for the Financial Planning Advisory Desk as a subject matter expert for disability insurance

Consolidated enhancement suggestions from the sales force to the Development Team in an effort to provide the best possible products for our clients

Trained Financial Consultants on the “Best Practice” techniques in client profiling

Registered Investment Associate, US Private Client Group, Morristown, NJ Nov 1995 – Dec 1997

Assisted in developing investment strategies based on client needs and goals

Identified opportunities for potential sales for existing and prospective clients

Maintained client focus, prioritized and responded to client requests and needs

Conducted client profiling and reviewed financial plans

Assumed responsibility for serving smaller client segments

Senior Project Analyst, Operations Liaison Strategic Development, Somerset, NJ July 1994 – Nov 1995

Analyzed, designed and developed new projects and procedures that automated the various tasks Financial Consultants perform

Performed analytical activities to enhance current and future requirements

Aided systems areas in analysis and design phases of new and ongoing projects

Conducted Sales Assistant and Financial Consultant focus groups

Supported the implementation of new system enhancements

Fulfilled role as liaison for marketing, systems and business areas

Presented and trained sales force on new and enhanced product operations

Registered Sales Assistant, US Private Client Group, Metro Park, NJ June 1992 – July 1994

Evaluated alternate investment vehicles providing a market analysis and financial plan for established and solicited clientele

Conveyed all characteristics of Cash Management, Margin, IRA and 401K accounts to initiate interest in Merrill Lynch’s Investment devices

Reviewed and researched all available information on Merrill Lynch and Non-Merrill Lynch products to advise clients interested in building financial portfolios

Prospected clients by setting up presentations and seminars introducing products and services

Registered Customer Service Agent, Group Employee Services, Somerset, NJ July 1990 – June 1992

Advised clients and Financial Consultants on all aspects utilizing the Employee Stock Purchase and Stock Option Plans, IRAs 401Ks, and individual brokerage accounts

Executed Stock, Mutual Fund, Option and Precious Metal transactions

Supervised accounts with the support of Legal, Broker Transfer, Trading, Reorganization and Compliance Departments

Education

MBA, August 1996, Specialty: Marketing

Samuel J. Silberman College of Business Administration, Fairleigh Dickinson University, Madison, NJ

Member of Omicron Delta Kappa, National Leadership Honor Society

BA, May 1990, Major: English, Minor: Economics

Rutgers College, Rutgers University, New Brunswick, NJ

Summer Study Abroad, University of Beijing, China, May 1990 – July 1990

Summer Study Abroad, University of Urbino, Italy, June 1989 – September 1989

Summer Study Abroad, University of Salamanca, Spain, June 1988 – August 1988

NASD Licenses

1991 General Securities Representatives Examination (Series 7)

1991 Uniform Securities Agent State Law Examination (Series 63)

Special Skills/Awards

Top 100 Service Quality Award 2014, 2013, 2012, 2011, 2010, Special Achievement Award (one of Merrill Lynch’s highest employee honors for recognition of superior performance, professionalism and dedication) 1998, Team Player Award 1995, Service Spotlight Award 1994

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