Customer Relations & Administrative Professional

Carmel A. Stephano

Objective

To obtain position in a company recognized for customer relations excellence offering opportunities for advancement and professional development. To provide fast, efficient, and accurate administration of duties and to increase awareness of brand and build long-term relationships with clients, customers, and co-workers through established practices and personal commitment. Skills Profile

• Recognized by managers for detail orientation and multitasking abilities

• Proven history of being able to balance competing priorities and tight deadlines

• Developed a reputation for quality of work and timely completion of projects Employment History

Symmetry Financial Group: Field Underwriter - November 2025 ~ present

• Life & Health (G270172)

Farfelu Wine & Cheese Café: Owner/Operator - July 2023 ~ present

• Serv-Safe Certified • WSET Level 1 • TIPS Certified

• Wine Service, Wine Pairing Dinners, Small Plates Compass Group/Kid Shelleens: BOH Line Cook/FOH Supervisor - Nov 2022 ~ June 2023 The Omelette Station, Mobile Food Kitchen: Chef/Owner - September 2021 ~ June 2023

• Mobile food truck specializing in breakfast service Janney Montgomery Scott LLC: Registered Representative (PCA) March 2016 ~ September 2021

• Team Member of Chesapeake Wealth Advisors

• Series 7 Licensed (Registered Representative)

• Series 66 Licensed (Uniform Combined State Securities Law)

• Accredited Wealth Management Advisor (AWMA) Designation

• Assist Financial Advisors by addressing client-specific transactional needs and in the on-going development and maintenance of effective client relationships.

• Maintain client files and review for accuracy of proprietary information. Process account paperwork.

• Update client accounts to reflect current stock models designated by Advisor.

• Process trades; transfer monies/RMD's and wire transfers.

• Complete and process annuity applications.

• Determine eligibility for alternative investments; complete and process applications.

• Coordination of seminar/events and team marketing Morgan Stanley: Receptionist - January 2014 ~ March 2016

• Greet clients in friendly, professional manner

• Answer and transfer calls for office

• Order supplies

• Assist Financial Advisors as needed

Middletown Golf Management: Bookkeeper - September 2011 ~ September 2016

• Uploading Point of Sale System entries to QuickBooks. Conversion of entries to make compatible with accounting system.

• Input of vendor invoices and check payments.

• Balance check registries.

• Generation of monthly income/expense reports.

Frog Hollow Golf Club/Middletown Golf Management:

Banquet Manager/Director of Hospitality/Restaurant Manager - March 2011 ~ May 2013

• Take incoming sales calls/Follow-up/Lead Generation through direct contact, phone calls, meetings, emails, mailings, and outside marketing events.

• Direct supervision of all restaurant and banquet functions, i.e., planning/preparation with client, staffing, set-up, break-down, and billing.

• Menu creation and food costing.

• Hiring and training of full banquet and bar staff. Conduct weekly meetings with staff to review responsibilities and events.

• Maintenance of club inventory including linen, liquor, n/a beverage, supplies and equipment.

• Promotion of Special Events, both internal and external; i.e. Holiday Brunches, Wine Tastings.

• Promote, establish and create fundraising golf outings to generate recurring revenue for facility.

• Relationship building and promotion with local organizations.

• Design and creation of marketing and advertising materials for internet and print.

• Assist staff with all restaurant functions, i.e., bartending, food delivery/expediting

• Maintain constant presence in dining room for complete customer service/satisfaction.

• Perform closing procedures, i.e., generation of sales reports, deposits and accounting reports.

• Supervise staff closing procedures, i.e., register closing, cleaning, restocking, etc.

• Assist with maintenance of facility; including repairs (internally or hiring of outside service providers), cleaning, decorating.

Diocese of Delaware: Administrative Assistant to the Bishop of Delaware -2009 ~ March 2011

• Provide central administrative support to Bishop’s staff.

• Serve as Receptionist, Assistant to Executive Assistant, and Secretary to Convention.

• Prepare diocesan mailings.

• Maintenance of the diocesan database and parish information.

• Prepare weekly e-mail newsletter.

• Coordination of all requirements for Annual Convention including the creation of election portfolios and journals, taking of and transcribing convention minutes as well as bi-monthly Bishop & Council meeting minutes.

• Produce and gather all materials related to the Annual Report including creation, production, and distribution.

Education

McKean High School ~ Goldey Beacom College

Miscellaneous Skills

Proficient in multiple Point of Sale Systems ~ QuickBooks Accounting System MS Office proficient ~ Minimum of 100 wpm typing

Numerical data entry (last test 10992 sph) ~ Alpha/Numeric entry (last test 14027 sph)

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