Margaret A. Brown
585-***-**** ********.*******@*****.***
https://www.linkedin.com/in/margaret-brown-01810720 Professional Experience
As an accomplished Sales Manager and Training Consultant with expertise in employee development, I am driven by a passion for building strong relationships and navigating challenges to drive impactful solutions and achieve substantial results. My skills in financial analysis, sales and marketing, project management, and organizational development enable me to identify gaps, enhance skillsets, and attain strategic goals while celebrating team successes.
I strive to improve individual, team, and organizational potential through collaborative processes, strategic planning, and innovative solutions. I am excited about the opportunity to contribute value through collaborative efforts, stimulating projects, and continuous professional development, aligned with purposeful mission and a desire for lifelong learning. KEY STRENGTHS
Leadership
Serving as a leader with purpose, confidence, and empathy through authenticity and positivity Coordinating cross-functional teams to ensure stakeholder expectations and system outcomes Enhancing programs with a focus on team building to improve operational outcomes Marketing & Sales
Prospecting through Salesforce, email, and phone outreach to maintain quotas within territories Setting and achieving goals with a focus on technology and customer service Applying a proven process and follow-up strategy to ensure a return on investment Customer Service / Customer Engagement / Customer Loyalty Educating customers on brands, styles, models, and features to make lifestyle decisions Implementing innovative solutions by goal setting and achieving to drive revenue and growth Maintaining focus with external customers through regular outreach and advocacy messaging Critical Thinking / Problem Solving / Creative Thinking Brainstorming, collaborating, and being resourceful to solve problems and minimize risk Researching and managing complicated issues to provide customer and team support Using root cause analysis to push through boundaries and increase effectiveness Collaboration / Collaborative Relationships / Strategic Partnerships Developing positive relationships with agents, vendors, and stakeholders Developing relationships with both internal and external customers to accomplish outcomes Ensuring project and team quality through strategy, expectations, productivity, and accountability Staff Development & Performance
Recruiting, hiring, developing, and retaining internal and external talent Facilitating virtual, in person training, peer mentoring and 30, 60, 90-day check-ins Identifying development opportunities, providing feedback, and improving associate engagement Project Management / Organizational Change Management Planning, implementing, and evaluating tasks and projects with efficiency and effectiveness Integrating prior experiences and best practices to attain project and organizational success Managing multiple priorities with precision and composure to enhance productivity TECHNOLOGY SKILLS
Microsoft Office Suite, Zoom, Survey Monkey
Sales Force, Voice of the Customer, NPS, various company specific programs FoxHavenFarms 2023- Present
Owner, Operator
Work directly with Contractors, Vendors, Florists, Employees and general public Provide vision and strategy to all marketing communications, planning, scope, budget and quarterly goals, employee training and team capacity
Fidelity Investments Sept 2023 – April 2024
Planning Consultant
Analyze client current and future financial needs and goals, creating sound strategies to implement long term planning success
Build and maintain relationships and advocate for clients best interests Profiled clients to understand planning needs and pair with appropriate solutions Ever Young Foods Feb 2023- Sept 2023
Director of Marketing
Develop annual strategy, budget, and supporting work plans Design multichannel strategies and plans needed to drive engagement that represents EYF’s services to customers, prospects, employees and key stakeholders Tompkins Wealth Aug 2022-Feb 2023
Wealth Advisor, Officer
Conducted qualitative and fundamental research across all sectors in a generalist capacity inclusive of meeting with management teams, sell-side analysis, financial modeling and data analysis Identified macroeconomic trends that impact portfolio and watch-list investments withing the broader competitive landscape.
Citizens Securities May 2021- Aug 2022
Assistant VP
Coordinated and managed affluent family wealth and financial affairs to proactively identify areas of opportunities
Partnered with branch teams and external wholesalers to develop existing relationships, identify growth opportunities, and generate new business.
Edward Jones April 2019-Feb 2021
Financial Advisor
Educated clients in investment planning, analysis, cash management and other areas to prioritize financial objectives.
Engaged with clients to determine financial objectives, tax status, risk tolerance, and pertinent information needed to develop a financial plan.
Thrivent Financial Aug 2016- April 2019
Financial Associate
Interpreted and prepared financial document summaries, investment performance reports and income projections for clients.
Mentored peers and provided leadership support to peers Verizon Wireless December 1999-July 2016
General Sales Manager
Built, managed and motivated a team of 29 high performing sales team in flagship location Identified employee knowledge gaps and quickly created individual development plans Optimized the customer and employee experience by directing the daily and long-term operational functions.