Julie T. Drewes
813-***-**** ****@***.*** **** Rosslyn Avenue, Indianapolis, IN 46220
I have 10 years management experience, 15 years sales experience and over 15 years client service experience. I am seeking a goal driven and energetic work environment that will allow my sales and client service skills to thrive. My love for learning and absorbing knowledge is an asset to effectively lead others and to keep clients informed on the latest trends and products. A successful career demands hard work, integrity, honesty and enthusiastic motivation. These qualities all trickle down to coworkers and ultimately the client which results in increased sales, productivity and job satisfaction.
EXPERIENCE
2006–Current Executive Client Service Manager Global Financial Associates, Indianapolis, IN
Solely responsible for opening Indianapolis Branch Office and Bloomington Branch Office according to FINRA guidelines. Responsible for assisting two Investment Advisors, one based in Florida and one based in Bloomington, IN. Requires intense multitasking skills, organizational skills and the ability to provide effective customer service to 350 clients. Strong interpersonal relationship skills are required to maintain client and Advisor satisfaction. Help clients to make decisions to meet their needs which requires effective sales skills in addition to gaining client trust. Maintaining client and the Advisor satisfaction requires simultaneous focus on product knowledge, client needs, the business of the Advisors and the Branch Office and the Securities Industry.
2002-2006 Executive Client Service Manager Global Financial Associates, St. Petersburg, FL
Managed a Financial Advisor with 238 clients in a highly stressful and highly federally regulated field of Retirement Planning, Investing and Wealth Management. Maintained strong client relationships through customer support and appointment bookings. Produced reports to track all aspects of the business. Reports included client information, client contact, time management and sales goals of the Advisor. Led the Branch Legal Compliance Department for the entire company, implementing record keeping procedures, and overseeing and supporting all sales practices. Led quarterly Compliance meetings for 35 Financial Advisors.
2001-2002 Prescriptives Beauty Advisor Macy’s Citrus Park Town Center, Tampa, FL
Met all goals including sales, appointment bookings and new product launches. Developed and maintained a strong customer base. Duties included sales, personal consultations and customer follow up. Planned and implemented events to increase personal and counter sales.
2000-2001 Independent Makeup Artist Damaged Control Film Productions, Tampa, FL
Independently contracted makeup artist for television, photography and film. Acquired my own clientele, tracked my personal business goals and sales goals.
1999-2000 Senior Client Account Professional Thomas Financial Group, Tampa, FL
Responsible for account and service management for clients with a minimum net worth of $1 million. Required excellent interpersonal skills and an extensive knowledge of various life insurance products, stock market performance, and federal regulations to maintain client satisfaction and the firm’s legal compliance. Position required long hours, ability to manage a large amount of responsibility, and the skill to focus on multiple tasks. Implemented a new Compliance Department for firm including reorganizing office to be compliant with NASDr rules and regulations concerning sales practices, office record keeping, and sales presentations. Authored and administered new departmental compliance procedures for Marketing Dept., Customer Service Dept. and Executive Assistants.
1998-1999 Operations Supervisor Franklin Templeton Mutual Funds, St. Petersburg, FL
Co-managed the Retirement Plans Operations Department of 45 employees with a team of three assistant supervisors. Directly responsible for management and support of staff of 10, administering personnel tasks including performance appraisals, disciplinary actions, education and motivation of staff. Developed and implemented a computer based statistic analysis to track staff performance, labor costs and department productivity. Reports generated by system used to target strengths and weaknesses to improve department efficiency. Manage daily workflow and test new concepts to enhance department structure and production processes.
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1995-1998 Branch Office Manager Legend Equities Corporation, Tampa, FL
Obtained Securities licenses Series 6, 26 and 63. Position required long hours, a large amount of responsibility, and the ability to focus on multiple projects. Project management involving planning stages to implementation of opening a new branch office in highly regulated industry. Office serviced 35 Registered Representatives and their respective 10,000 clients. Required intensive independent education to comply with all laws and regulations. Created and implemented all record keeping procedures including client files, advertising, correspondence, complaints, representative licensing files; requiring my approval by signature. Administered compliance meetings for Registered Representatives at company quarterly conferences. Required knowledge of products, regulations and sales skills to effectively manage and support sales force. Served as resource for clients when investment advisors were not available. Prior to this position, employed by Money Plan International which opened a new Securities Division in partnership with the broker/dealer Legend Equities Corporation.
1995-1998 Department Coordinator Money-Plan International, Tampa, FL
Obtained State Life and Annuity license. Coordinated all office processes for Life Insurance division at company headquarters. Authored bi-weekly motivational newsletter for sales force of 60. Accomplished mass-market mailings and designed presentation materials for brokers and clients. Headed licensing department requiring in depth knowledge of various states’ licensing requirements. Performed relationship management between company headquarters and outside independent brokers. Remained in the position for one year before being promoted to open the new Securities Division.
EDUCATION
B.A. Political Science, 2003, University of South Florida
COMPUTER SKILLS
MS Office: Word, Excel, Outlook, Power Point, Access, Publisher
Mac: MS Office for Mac, Keynote, Pages, Numbers, MulitMedia
Web Browsers: Internet Explorer, Google Chrome, Safari, Mozilla Firefox