Customer Service School
Resume:
Olga Romano
Geneva, Illinois ***34
Home 630-***-****
Mobile 312-***-****
***********@*******.***
Objective A career in the hospitality industry to utilize my experience in customer service and event planning to build strong, long-term client relationships.
Education
2003 – 2006 M.A. International Studies DePaul University Coursework completed/working thesis; degree in progress. Conducted independent research in Cyprus the year 2000. Thesis title: The Economic Development of Cyprus. Completed a 5 month internship in 2006 at the ‘World Trade Center Illinois’ to obtain Master’s credit.
1993-1997 B.A. Political Science
DePaul University
Dean’s List Pi Sigma Alpha Honor Society (Political Science)
Alpha Lambda Delta Honor Society, Jo Anne Troe Award (Merit)
United Hellenic Organization of DePaul, Founder and President
Relevant Coursework
The Grantsmanship Center Workshop, completed February 2009 (Milwaukee, WI)
Intense workshop on researching and writing grant proposals.
Experience
2003 – present Morgan Stanley Smith Barney
Client Service Associate
Responsible for day to day operational activities relating to client accounts ex. journals wire transfers, check writing, submission of proper forms relating to client accounts and acats. Primarily, organizes Financial Planning/Retirement Planning seminars for The Romano Group in a High Net Worth office and fast paced environment. Utilizes hotels as a main location for seminars/prospecting. Preparation includes the selection of cost effective locations, phone calls to get attendees and the preparation of seminar fliers. Submittal of proper documentation to branch and compliance for reimbursement. In addition, plans Client Appreciation events throughout the year, ex. Art Institute, Odyssey, Hellenic Museum & Cultural Center. Organizes Business Owner seminars, ex. “Martini & Manicure Night” at various salons, specifically for women business owners, and country clubs. Promotes and maintains client communication with clients and advisors. Interacts with vendors to seek financial commitments for seminars like Alliance Bernstein, AXA Equitable, Hartford, Henderson Global, etc.
1998 - 2003 Wachovia Securities
Brokerage Associate
Assists by providing account information and quotes. Reviews monthly statements and maintains general knowledge of accounts. Sets up new accounts and securities. Enters orders after ticket is assigned by the FA. Processes deliveries and payments. Handles telephone and other inquiries. Handles requests for research reports. Researches account problems. Initiates and follows up on client documentation for proper reports. Sends mailings for FA. Determines availability of funds, determines methods of transfer. Issues checks or handles ACH. Wires Fed Funds. Handles automatic distributions. Establishes and maintains filing.
Operations Cashier/Wire Operator
Responsible for operational activities related to the receipt and disbursement of funds and securities. Serves in support capacity to branch operations and may perform other general duties, as necessary. Enters trade orders to the appropriate market place and receives confirmation of execution, via wire transmission. Ensures prompt and correct execution, billing and record-keeping. Sends and receives other information and messages via wire, ensuring accuracy and timeliness. Assists others in resolving operational errors and maintaining an efficient and orderly flow.
Leadership Experience St. Athanasios Greek School , Aurora, IL (2006-present)
President of Board (2009-present) Works directly with the Greek School teachers regarding the curriculum and their responsibilities. Takes care of issues that arise from the parents and/or students. Generally, makes sure that the school runs smoothly and funding is there to pay teacher salaries. Creates the annual budget.
Treasurer, Board Member (2006-2009) Collects and deposits tuition and fundraising checks. Sends out tuition statements quarterly. Updates books on Quicken and on paper. Organizes and assists in fundraising activities and school events. Assists the school president in creating a projected annual budget and reaching financial goals.
STEFANEA IMPORTS, INC., 2007-present Owner/President A start up business primarily importing Olive Oil from Greece for personal/household use, restaurants, churches, country clubs, produce stores, etc. Challenges include dealing with Customs Agents, seeking grant money, wire transfers for the purchase of product, language and cultural differences, creating a market price for the product, and maintaining a website.
Memberships
World Trade Council (WTC)
Hellenic Museum & Cultural Center, Chicago.
Geneva Chamber of Commerce
References
Rick Romano, Senior Vice President
Wealth Advisor
Morgan Stanley Smith Barney
****.******@****.***
Stephanie Altidis
Immediate Past President
St. Athanasios Greek School
******@******.***
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