Assistant Sales
Resume:
Venetta L. Reyes
Palm Springs, CA 92264
818-***-**** ********@*****.***
October 2019 Morgan Stanley – Pasadena, California
To Current Senior Client Service Associate
Provide sales support to multiple Financial Advisors and assisting in management of customer requests and questions.
Preparing and documenting client details in accurate manner, preparation of reports and materials for client meetings
Establish documentation for opening new accounts and keeping information up-to-date on clients
Prepare and process account transfers and confirm all assets received
Address all the margin/risk items
October 1994 UBS Financial Services, Inc. – Encino, California
To July 2019 Senior Client Service Associate
Direct liaison between management and a $7 million producing team
Provide fundamental sales support to multiple Financial Advisors and client support in all phases of operations
Assist with the preparation of reports and materials for client meetings
Collect the right documentation for opening new accounts and keeping information up-to-date on clients
Prepare and process account transfers and confirm all assets received
Advise Financial Advisors on margin/risk items
Prepare various monthly production reports in addition to processing expense reports
February 1990 Apollo Advisors, L.P. – Century City, California
To June 1994 Trading Assistant
Maintained over forty portfolios consisting of over $4.5 billion (i.e.; affirmed trades, reconciled accounts, and managing trading reports)
Accountable for the settlement of all trades, coordinating all legal document’s needed (i.e.; legal opinions, big boy letters, stock and bond powers)
Handled account payable until a bookkeeper was hired
Coordinated the opening of the first office in Los Angeles, liaison with contractors and partners in ordering all office equipment and furniture
June 1989 Drexel Burnham Lambert, Inc. – Beverly Hills, California
To February 1990 Assistant – to the Syndicate Manager
Sustained constant contact with clients and sales force regarding interest and response to road shows, arrange meeting and calls on New Issues
Kept the book of orders for public and private high yield orders for the entire firm
When Drexel Burnham Lambert closed, I moved to Apollo Advisors, L.P. with my direct supervisor
August 1986 Seidler Amdec Securities, Inc. – Los Angeles California
To June 1989 Executive Secretary – to Director of Research
Completed various research reports for publication, created spreadsheets and updated daily
Sent large volumes of regular mailings to portfolio managers and clients
Arranged travel and completed expense reports
January 1984 Lakeside Gold Club – Burbank California
To August 1986 Assistant – to the Controller
Maintained payroll, insurance, benefits for over seventy-five employees, sustained employee manual and records
Income audit, journal entries, monthly billing and customer service
Processed account receivable and payables
Education: California State University, Northridge
Los Angeles Valley College – AA Degree in Liberal Arts
Licenses: Series 7 and 63
Skills: Proficient in Microsoft Word and Excel
Detailed oriented and self-motivated
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