Sales Manager
Resume:
Diane L. Barriga
Parkland, FL 33067
*********@***.***
EMPLOYMENT
*/**** ******* *********** ********** My CPA
*** *. ******* *******, ***** 110
Deerfield Beach, Fl 33441
Client Development
Acquiring and developing client base
September 2010-January 2011 Sales & Marketing
Macy’s- High Ticket Items
PGA Mall
PGA Blvd
Palm Beach, Fl 33842
Team Leader to resolve an unsettling work environment for sales associates in furniture
dept.
August 2009-July 2010 Business Owner
Financial Planning Concepts, Inc
440 N. Federal Highway
Suite 207B
Deerfield Beach, FL 33441
Set up my own business-- went into partnership to establish a total financial planning firm.
October 2005-August 2009 Summit Brokerage
980 N. Federal Highway Suite 110
Boca Raton, FL 33432
Independent Financial Planning Firm
Worked on establishing my own Financial Planning Firm.
Continued to build a client base for sales
April 2002- October 2005 Oppenheimer & Co.
2 E. Camino Real Suite 101
Boca Raton, FL 33431
Financial Planning, Money Management, Retirement
Planning, -- Had trained an Intern. And train new recruits
July 1996-April 2002 Citigroup Smith Barney
3111 N. University Drive Suite 900
Coral Springs, FL 33064
Financial Consultant concentrating on Managed Money
Asset Base $55 million
October 1990- July 1996 Merrill Lynch
1200 N. Federal Highway
Boca Raton, FL 33064
Financial Consultant concentrating on Trust and Estates
Leader in Mortgage Business in production
April 1982- October 1990 Dean Witter (Morgan Stanley)
4400 N. Federal Highway
Lighthouse Point, FL 33062
Financial Consultant Acquired CFP License
Full Service Brokerage built a client base of 500 clients
1977-1982 Loeb Rhoades, Hornblower Smith Barney Citigroup
1200 E. Hallandale Beach Blvd
Hallandale, FL 33020
Transferred from the Boston Office
Sales Assistant to the Manager in Florida
Acquired my Series 7 License April 1982
Product Co Coordinator
Directed Sales of Annuities/IRA with FC
1975-1977 Loeb Rhoades Hornblower Boston Mass
Franklin & Federal Streets
Handled the Municipal Syndicate book
Had 5 satellite offices
1973-1975 U.S. Trust Company
Boston, Mass
All aspects of Trust Operations
Additional Information
At this time in my life I am expanding my horizons. I would like to acquire a job that deals
with people. I have been in sales, marketing and management all my life and want to continue to use the skills I have in dealing with the public. I have trained and developed interns and worked with many corporate clients to expand their sales and marketing plans. I have managed younger brokers and had loyal clients that sent referrals for a job well done. I am a versatile individual. I love sailing, skiing, traveling, cooking and dancing. I am very actively involved in my community and have been for years. My two daughters just finished their master’s degrees and my oldest is married with a new grandbaby on the way in December. I love people, understand their needs and am hard working, reliable, conscious, and work well with my coworkers. I look forward to sharing my talents with you.
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