Kristen Delaney Brinsfield

202-***-**** ad1m4z@r.postjobfree.com

PROFESSIONAL EXPERIENCE

COMPASS Bethesda, MD May 2021-Present

Licensed Realtor in MD, DC

Market prospective clients through mailings, open houses, social media outlets

Show clients houses to rent and buy in the MD, DC area or help market their home to sell

Explain the sales/purchase contract and loan process

Property maintenance

Help stage and prepare home for sale

MARRIOTT INTERNATIONAL

Manager, Account Deployment August 2022-Present

Provide analytical, process management, data management and communication for the account deployment team.

Process requests on account sales accounts

LONG AND FOSTER Bethesda, MD June 2016-May 2021

Licensed Realtor in MD, DC

Market prospective clients through mailings, open houses, social media outlets

Show clients houses to rent and buy in the MD, DC area or help market their home to sell

Explain the sales/purchase contract and loan process

Property maintenance

Help stage and prepare home for sale

MARRIOTT INTERNATIONAL

Program Specialist, Homes and Villas August 2019-April 2020

Onboarded new property management companies onto the Marriott Platform

Vetted management company’s insurance, financials, security systems working with our internal departments

Performed Digital reviews of the company’s homes to Marriott standards

MORGAN STANLEY WEALTH MANAGEMENT Bethesda, MD September 2014-June 2016

Registered Sales Assistant

Developed relationships with new and existing clients

Performed various administrative duties including but not limited to: phone coverage, maintaining schedules, meeting and travel arrangements, completing expense reports, preparing mailings, creating and maintaining electronic and hard copy files, faxing and copying

Maintained brokers personal administrative tasks including: travel planning, hotel booking, setting up lunches, submitting and tracking medical reimbursements, checking credit card accounts for accuracy, aiding other members of the household with bills, camps, doctor appts

Placed stock, mutual fund and equity syndicate trades in client accounts

Mailed research reports and account information to clients

Maintained accounts by placing journals, checks and ensuring paperwork is up to date

LAW OFFICES OF JOHN F. WOLF, JR. Bethesda, MD January 2013-September 2014

Settlement Coordinator

Worked with real estate agents and clients to gather necessary information for closing on real estate purchases and sales

Prepared binder and settlement statements for loan officers for sales and refinances

Office manager duties: ordered supplies, mail, administrative tasks including filing, phones, setting up calendar etc

CAPITAL FINANCIAL GROUP, H. BECK Bethesda, MD March 2010-January 2013

Transition Coordinator-Product Specialist

Worked with New Registered Representatives in moving their business from one firm to another

Helped set up accounts and paperwork to enable a smooth transition

Educated reps on the new firm compliance, technology and business processes

Updated website working with Money Managers, variable Annuities and Insurance Products

CITIGROUP Smith Barney Washington, DC /Los Angeles, CA October 2005-May 2009

Operations Assistant (October 2008-May 2009)

Assisted Brokers as needed

Handled mail, entering and depositing of checks, journals

Registered Client Assistant (November 2006-October 2008)

Assisted Financial Advisors in management of $3.5Billion asset base for High Net Worth and Institutional clients.

Handled all administrative functions to include: extensive travel arrangements, expense reports, scheduling, meeting coordination, written correspondence and other tasks, as needed.

Evaluated and implemented methods within analytical and operational teams to develop business strategy.

Cultivated relationships with new and established institutional and individual clients.

Provided efficient, high quality customer service, seeking alternative solutions to a variety of investment issues.

Proactively communicated with clients on asset allocation strategies, monthly statements, daily needs and the delivery of experienced consultation.

Institutional Equity Sales Assistant – Citigroup Global Capital Markets (October 2005-November 2006)

Covered Tier I and IIG Middle Market Institutional accounts with assets ranging from $250m to $4bn.

Provided research, trading and assist sales coverage to Executive Financial Officers and Senior Portfolio Managers for long/short hedge funds.

Actively worked with Citigroup Capital Markets Coordinators on IPO’s, Secondary and Follow on’s for allocation to client base.

Organized non-deal road shows for Citigroup Institutional client base.

FRIEDMAN, BILLINGS, RAMSEY Arlington, VA January 2001

Syndicate Coordinator, Capital Markets

Worked with investment banking team and companies doing ipo and secondary deals to coordinate roadshows

Prepared deal closing and worked with Sales desk and their institutional clients to allocate stock

Office manager duties: ordered supplies, mail, administrative tasks including filing, phones, setting up calendar etc

EDUCATION

UNIVERSITY OF DELAWARE Newark, DE

B.S., Business Administration

Major: Finance

Studied Abroad in London, England winter

SKILLS/QUALIFICATIONS

Series 7 & 63; Licensed realtor in Maryland and Washington, DC, Proficient in Microsoft Office

ACTIVITIES

Tribute 21 Host Committee-benefiting Research Down Syndrome, Christ Child Society, Catholic Charities Host Committee, Kappa Delta sorority, coached 5th grade girls basketball, Avon 2 day breast cancer walk in NY-raised $3,000, Tribeca Film Festival volunteer, Girls on the Run coach volunteer

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