Doylestown, PA
Sep **** -Oct 2007
Huntingdon Valley, Pa
Aug 2003 -Sep 2006
Patricia Tucker
Professional Summary
Skills
DIRECTOR/MANAGER
- Achieved significant profit, volume &
customer satisfaction.
- Demonstrated the ability to combine revenue
growth & process improvements through
effective staff training 7 motivation.
- AFIP certified.
9 YEARS FINANCIAL SALES
- Consistently achieved top producer awards for
exceeding goals.
- Achieved highest award of Circle of
Excellence for perfect CIQ scores.
- Strong community involvement, such as various
chambers, Women in Business & Pearl Buck
foundation.
- Acquired life & disability licenses. Series 6 &
66.
Experience
Financial Specialist/Consultant
PNC Bank/PNC Investments
- Personally responsible for 40 million dollar increase in deposits.
- Achieved circle of excellence, highest achievement award.
- Loan originations, negotiations and closings.
- Investment advice and top sales producer.
- Strong community involvement to maintain & develop new business. Investment Advisor
Delaware Valley Advisors
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Strong community involvement, such as Women in Business.
- Conducted Insurance & Investment seminars in the community. Finance Manager
Rockcress Drive, Jamison, PA 18929
Ph: 215-***-****
********@***.***
Franconia, Pa
Dec 1996 -Aug 2003
Feasterville, Pa
Blue Bell, PA
Bergeys GMC
- Structured deals & negotiated with Financial Institutions to get deals financed & funded in a timely manner.
- Cross sold Insurance products and service contracts.
- Proficient use of Reynolds & Reynolds system.
Finance Director/Manager
Colonial VW & Subaru
- Directed & delivered auto finance loans to clients to facilitate sales & increase revenue.
- Planned, organized, executed & supervised implantation of sales training for staff.
- Achieved highest revenue in company history.
- Reviewed & analyzed clients credit with team managers to determine finance programs.
- Negotiated loan applications with various institutions with an extremely high success rate. Education
Associate of Arts
Montgomery County Community College: Central Campus