Finance Management Wealth Management Retail Banking

Sales Management Operations Management Relationship Building

Brokerage and Mortgage Products Communication

Team Leadership Multi-tasking

Palm Beach State College

Series, 7 & 63 Life, Health & Variable Annuity

Currently attending FAU for the CFP (Certified Financial Planner) designation

FL Notary / Medallion Guarantee

/ NMLS # 725599

Accomplished and integrity-driven Finance Management Professional with over 24 years of experience in finance management, relationship building, and sales management. Expertise in overall financial operations, financial analysis, controlling, project management, and process management and improvements. Lead sales efforts with new and creative strategies that improve the performance of the organization and customer satisfaction. A polished communicator who can easily build influence, consensus, and rapport across a multitude of disciplines, organizational hierarchies and professionals of all levels. JPMorgan Chase National Achiever in 2017.

Account Manager

Jun 2018 – Present

Cortera, Inc.

Track and forecast all sales activities using Salesforce.com

Meet or exceed activity metrics for outbound calls, appointments set, opportunities added and prospecting time.

Conduct live webinar presentations for risk management solutions and analytic software to credit and collection professionals.

Chase Private Client Banker

May 2013 – Apr 2018

JP Morgan Chase – Boca Raton, Florida

Manage staff as a MOD (manager on demand) and lead sales initiatives.

Refer sales opportunities to segment partner within the branch and Private Wealth division.

Maintain up to date operational and compliance knowledge to ensure the safety and security of customer and bank assets.

Foster and maintain relationships with ultra- high net worth clients by keeping current client needs up-to-date and gathering assets consistently.

Personal Banker

Jun 2007 – Jul 2013

Citibank N.A. – Boca Raton, Florida

Identified new business sources within the market. Supported team to develop a strategy for capturing business from potential referral sources. Worked with Branch Manager to ensure the Citibank brand is well represented. Participated in business development activities to increase sales.

Top Producer, consistently exceeded monthly targets by over 200%.

Streamlined operations to ensure a high level of customer service.

Liaised between sales and operations teams to maximize sales while ensuring the best outcome for the client.

Evaluated and implemented effective new sales techniques to increase the team’s sales volume. Coached tellers to optimize production opportunity.

Jr. Investment Banker

2003 – 2006

Newbridge Securities

Maintained databases, deal list, pricing and marketing charts in Private Placements and Initial Public Offerings.

Assisted in producing and coordinating with senior level executives in preparation of marketing materials for presentations at National Investment Banking events.

Executed Keyman Insurance Plans for corporate clients through several insurance companies.

Reviewed prospects Business Plans to determine if a candidate qualifies for funding.

Financial Advisor

Jul 2001 – Apr 2003

Lincoln Financial Group

Acquired and advised high net-worth clients in formulating portfolio strategies, comprehensive wealth management, restricted stock trading, managed concentrated stock positions.

Financial Advisor

1997 – 2000

Sterling Financial / Joseph Charles

SHERRIE L. STALZER

FINANCE SPECIALIST

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EDUCATION AND LICENSES

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WORK EXPERIENCE

E-MAIL: adacj8@r.postjobfree.com

TEL.: 954-***-****

5082 Cleveland Road, Delray Beach, Fl. 33484

LINKEDIN

www.linkedin.com/in/ sherrie-stalzer-47a40a166

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