Sales Personal Assistant

Trish Sullivan

***************@*****.*** 609-***-****

Experience

Associate Sep 2006 - Present

SMA Private Investors BlackRock, Princeton

Responsible for onboarding and maintenance of the 38,000 high net worth clients in the retail SMA channel

· Responsible for all aspects onboarding operations; contract and online enrollment review

· Extensive experience with due diligence per the USA Patriot Act, Power of Attorney, Guardianships, Trusts, LLC's, Partnerships, Estates, Corporations, Off Shore Clients, Personal Holding Companies, ERISA accounts

· Act as liaison between portfolio managers and sales

· Assist with technology related onboarding issues

· Create and maintain operations sales training decks, as well as conduct sales training classes to new hires, 100 annual attendance.

· Field approximately 1,600 hotline call assistance to sales, branch offices, PM/RPM regarding account onboard related queries.

· Created strong working relationships with the portfolio managers and sales that the team supports. Senior Portfolio Specialist Jun 2002 - Sep 2006

Merrill Lynch, Princeton

Series 6 Registered

· Extensive hotline, client service, call center support via Cisco phone systems

· Under writing services for a collective trust product "Retirement Preservation Trust" (RPT)

· Extensive phone support for direct individual clients regarding domestic retail open-end and closed-end funds.

· Conducted market timing reporting

Conference Coordinator and Personal Assistant Aug 1999 - May 2002 Princeton University, Princeton

Liaison between conference attendees and the University

· Responsible for brochure design, direct mailings, menu planning, travel arrangements Skills & Specialization

Clients, Cisco, Phone Support, Phone Systems, Travel Arrangements, Sales, Retail, Market, Brochure Design, Reporting

Education

Middlesex College

Middletown

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