Business Development Financial Planning
Resume:
Patti D. Stuebe
Delray Beach, Florida
E-mail: ********@*****.***
EXPERIENCE: DEDICATED SENIOR MEDICAL CENTER, Delray Beach, FL
Membership Growth Consultant August 2021 to present
Work throughout the county to gain membership to the Center. The Center specializes in VIP service for citizens and is covered by Medicare. Complete weekly and monthly sales goals.
US HEALTH ADVISOR, Plantation, FL June 2020 – August 2021
Healthcare Insurance Advisor
Advising clients on healthcare options to meet their needs and budget. Responsible for making outgoing calls to obtain business and meeting a weekly sales quota.
BANKERS LIFE, Milford, CT March 2018 – April 2019
Retirement and Insurance Specialist
Responsible for developing a client base. Advised clients on retirement including insurance and financial planning. Resigned in order to assist an aging parent and relocate to Florida.
CARLISLE -ETCETERA, Weston, CT Sept 2016 – March 2018
Director of Business Development
Recruited, trained and managed Stylists for Etcetera, a Direct Selling line of
designer women’s clothing. Responsible for CT, NY and part of NJ. Earned the recognition trip for largest sales increase.
WORTH NEW YORK, Weston, CT July 2015 – Sept 2016
Director of Business Development “DBD”
Recruited, trained and managed Stylists for Worth, a Direct Selling line of designer clothing. Also maintained personal clients and sold four times a year. Awarded DBD of the Season and DBD Division growth for Spring/Summer 2016.
WELLS FARGO BANK, N.A., Wilton, CT
Private Banker March 2014 – July 2015
Provided full-service banking to affluent clients and oversaw a portfolio of account relationships. Consulted with clients regarding lending and financial needs, recommended solutions, and financial services to meet those needs. Identified and referred investment opportunities. Partner and/or act as a liaison to other internal departments. Continually built a network of internal and external resources to further enhance the client experience, meet client's needs and attract, deepen and manage client relationships.
WELLS FARGO ADVISORS, Darien, CT
Client Associate Nov 2011 – March 2014
Hired for business development by an established team of two Financial Advisors. Brought in over $1.670m in new business last quarter. Received “Excellence First” recognition, for business development and exceptional client service.
NORTHWESTERN MUTUAL, Rye Brook, NY
Financial Representative May 2010 – Nov 2011
Responsible for developing client base. Holistic financial planning involving life, disability and long term care insurance, mortgages, investments and saving strategies and estate planning.
DAVID LERNER ASSOCIATES, Darien, CT
Investment Counselor December 2008– May 2010
Responsible for developing own client base. Had approximately 100 new accounts with approximately $1.5 million assets under management. Specialized in preserving and growing clients assets by recommending conservative investments. Maintained Series 7 and 63 and life insurance licenses.
WASHINGTON MUTUAL, Westport, CT
Banking Loan Consultant August 2007 – December 2008
Responsible for originating mortgage loan business through out the CT area.
DONCASTER, CT and RI
District Sales Manager March 2004 – August 2007
Recruited, trained and managed sales consultants for Doncaster, a Direct Selling, designer line of clothing. Responsible for business development in CT and RI. Consistently met or exceeded both sales and recruiting goals
PATTI’S CLOSET, Weston, CT
Owner July 2001 – Nov. 2003
Independent business owner responsible for developing the sales potential of a market area. Direct selling of the Carlisle Collection, a designer line of clothing, and management of the business.
THE BANK OF NEW YORK, New York – Private Banking
Vice President and Lending Officer May 1996 – Feb. 1998
Primary relationship manager for approximately five hundred account relationships with high net worth clients. Maintained a portfolio with $50 million in total loans and $35 million in total deposits. Responsible for business development and cross selling the Bank’s services including Investment Management, Trust and Estate Planning, Financial Planning and Custody Service. Exceeded loan and fee income goals of $11 million and $40 thousand respectively.
THE BANK OF NEW YORK, New York – Office of the Secretary
Assistant Vice President and Deputy Corporate Secretary Oct. 1991 – May 1996
Managed the $5 million Corporate Contributions, Charitable Dinners and Matching Gift Programs. Prepared annual budget for the various programs. Coordinated and planned all Bank sponsored functions benefiting not-for-profit organizations and coordinated benefits for employees as a result of contributions made by the Bank. Corporate Governance responsibilities included: prepared and filed annual Proxy Statement; prepared and filed the report of changes in holding company structure (FRY 6A) and SEC forms relating to changes in
ownership of company stock for “insiders”; organized and prepared materials for the Board of Directors meetings of the company and the Bank; organized and scheduled the agenda for the weekly Senior Policy Committee; annually revised, reviewed and filed prospectus for the Profit Sharing, Employee Stock Purchase and Dividend Reinvestment Plans; supervised the administration of 150
Subsidiaries of the Company; reported directly to Senior Management for various special projects; and assisted in the management of a staff of six.
THE BANK OF NEW YORK, New York – Internal Audit Division
Senior Auditor June 1990 – Oct. 1991
Supervised a staff of 2 to 30 staff auditors. Developed internal audit programs and procedures. Analyzed audit results and discussed with Senior Management. Prepared audit reports containing recommendations of action. Reviewed staff auditors’ work papers and wrote formal evaluations.
Staff Auditor June 1988 – June 1990
Conducted audits in various areas throughout the Bank. Conducted the
$6 million fraud and the ensuing audits.
THE BANK OF NEW YORK, New York – Dreyfus Mutual Funds Division
Assistant Administrator of Training and Development Aug. 1987 – June 1988
Responsible for the training of all new Dreyfus Shareholder Relations Representatives and the cross-training and retraining of all representatives. Restructured the Training Department and designed a training manual.
Researcher Nov. 1986 – Aug. 1997
Worked in conjunction with Account Representatives to research and resolve problems due to account inconsistencies and determine monetary loss. Informed investors of the pertinent regulations and requirements necessary to maintain an active portfolio within the Dreyfus Funds Groups.
EDUCATION: THE BANK OF NEW YORK, New York Nov. 1989 – June 1991
Corporate Management Training Program
SWEET BRIAR COLLEGE, Sweet Briar, Virginia Sept. 1981 – May 1985
Graduated with Bachelor of Science in Psychology. Summer of 1983 spent at the University of Nice, France.
References available upon request
Contact this candidate