Sales

Nancy Sullivan

**** ***** **** ***** *********, TX 76092

617-***-**** *************@***.***

Work Experience

Fidelity Investments

Institutional Client Services 2011-2012

I worked directly over the phone with Fidelity Advisors Investment Professionals and Fidelity Advisor shareholders. Handled inquires on account specific details as well as all fund purchases, withdrawals and exchanges. My responsibilities included providing accurate information to shareholders and advisors on all Fidelity Advisor Retirement, Non-Retirement and 529 accounts. I reviewed tax implications, tax documentation, and legal paperwork requirements as needed. The overall goal was client satisfaction and problem resolution. I completed the Fidelity Institutional Service Group Training program.

e-guidance.org

Partner 2009-2011

Started an internet based company with my Partner Margaret Delay. We successfully took our idea from conception to implementation. We structured our company to run on our internet site, http://e-guidance.org . The purpose of our company was to help middle school and high school aged student and parents with their college search. Focusing on the requirements needed from a high school curriculum. We have 1200 NCAA Colleges and Universities in our data bank. We partnered with a website developer in India to implement our information and to get our site running smoothly. We had a small start-up budget and outsourced our server and hosting site. I handled all the accounting aspects of the business.

Coldwell Banker Residential Brokerage, Norwell, MA

Realtor 2003-2006

Was a fully registered Realtor with an established book of business within the South Shore area of Boston. I worked with corporate executives relocating to the area. My extensive knowledge of local schools, community and politics along with sales and people skills provided a successful career.

Smith Barney, Hingham, 1990-2003

Sales Associate

I worked as sales support for the office. I was on call to cover the front desk, being the first point of contact for clients visiting the office. I oversaw daily and weekly lunch/breakfast meetings with sales vendors for investment vehicles, ordering food services as needed. I also covered the phone calls for the office manager. Establishing client relations with his shareholders and varying branch managers from other offices.

Registered Representative

Series 7, 63 Registered 1981-1990

I worked directly with First Vice President on a sales team. I was responsible for providing daily rates to Corporate Treasures who manages their companies’ short term cash position. Our book of business focused on the short term investment product, both taxable and tax-exempt for corporate clientele. All investments were 1 million dollar minimum. Settling all maturities in Federal Funds and worked closely with our client’s bank to ensure proper settlements. I corrected all discrepancies as needed and maintained trading records and accounting details as pertaining to rate calculations. I handled account relations as well as new business development, making cold calls to increase our client base.

Education

New Hampshire College-BA, Business Management May 1981

Now known as Southern New Hampshire University, Manchester, NH

Personal

I relocated to Southlake Texas in September 2006 with my husband Kip Sullivan. We have 3 children ages 24, 21 and 17. Bailey is a recent graduate of Elon University and NC State. Allyn will be a senior at the University of Vermont. Nate will be a senior a Carroll Senior High School.

Southlake Carroll Lacrosse Association Board Member-Secretary 2007-2010

Southlake Carroll Cross Country Logo Wear coordinator 2010-Current

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