Marketing Representative Account Manager

Tracey A Walker ** Poppy Court, Mount Laurel, NJ *8054

*****************@*****.*** • Phone 856-***-****

SUMMARY

With 23 years of the financial industry experience serving institutional investors in a fast-paced environment demanding strong organizational, technical, and interpersonal skills. Client focused and committed to superior client relationship buildings. Maintain confident and poised in daily interactions with individuals of all levels. Detail oriented, strong problem analysis and resolution skills, and the ability to multi-task effectively. Effectively manage and prioritize multiple responsibilities. Ensure adherence to policies and procedures to achieve objectives to a flawless execution.

Project Management Achievements

Successfully elevate divisional transfer projects for clients with 500+ participants and assets exceeding $100M.

Exhibits leadership among peers and proactively assist peers, team members, and others with issue resolution, mentoring, and training.

Effectively adhere to the project milestones.

Ability to understand and clearly communicate the “why” and “how” of the project.

EXPERIENCE

Vanguard

Malvern, PA, 5/1989 to 2012

Project Lead, Implementation Services

5/2008 to 2012

Independently and effectively lead projects ensuring tasks are timely, accurate, and complete according to the designated project management cycle and key project dates.

Independently make decisions using detailed analysis and proactively identifying and mitigating risk to balance impact to the company and the client.

Develop effective partnership with clients, project team members and stakeholders to ensure projects are delivered with the highest quality and impact.

Communication Lead, Defined Benefit Services

7/1992 to 3/2008

Complete daily updates and reconcile outstanding Defined Benefit client issues while to identify opportunities for continuous service improvement.

Participate in prospect and new client meetings when requested by Account Manager or Marketing Representative.

Work closely with other team members to develop and perfect the team concept while resolving outstanding operational issues.

EDUCATION & CREDENTIALS

Aviation Customer Relations Associate Mercer County Community College 1986

Real Estate Salesperson License - New Jersey 2015 / Pennsylvania 2016

Member, NAR / BCCAR Life Insurance Life Producer - New Jersey 2020

SKILLS

Proficient in MLS Database, Microsoft Office, Strong Work Ethic, Time Management

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