E. MARK WINFREE

** **** *********** ****, ******, PA 17517

C: 717-***-****

vpqyex@r.postjobfree.com

SUMMARY

Business Focus - Very careful and conscientious in approaching tasks and assignments. Accommodate business initiatives and set priorities accordingly.

Initiating New Relationships - Effective in roles that involve the development of new business contacts; socially confident and comfortable engaging others.

Excellent communication and presentation skills.

Compliance - Work well in highly regulated industries.

Broad-based customer focused experience include experience as a financial planner and investment advisor, and experience as a trainer/consultant for both in-house and outside clients.

Problem Solving - Possess strengths for strategic, tactical, research or other analytical activities. Independent thinking for problem-solving activities, both on an individual and group level.

Skill set and capabilities

Task-focused. Notices and pushes to fix technical problems. Aptitude to spot trends in data or figure out how complex systems work.

Independent, analytical, critical and creative thinking and action.

Pushes through roadblocks assertively

Attention to detail ensures task completion in accordance to quality standards.

Operationally, thinks about what needs to be done, how to do it well, and generally follows execution plan.

Can work with hands well utilizing tools.

EXPERIENCE

AcuSport Corporation 2008-2009

Inside Sales Representative/consultant/researcher/advisor

Gather, develop, and maintain accounts growing sales from 0 to $1,750,000 annually.

MORGAN STANLEY, Lancaster PA 2006-2008

Branch Service Manager, Operations

Liaison to Financial Advisors, customer service associates.

Maintained branch to auditor and compliance regulations and requirements.

M&T SECURITIES, Lancaster, PA 2005-2006

WACHOVIA SECURITIES, Reading, PA 2002-2005

AXA ADVISORS, Lancaster, PA 1999-2002

Financial Consultant / Advisor

Bank channel client base, individuals and businesses; sold brokerage and insurance products.

Maintained client asset portfolio; products included Life Insurance and Investment sales, 401K

Simple and SEP retirement plans.

Developed and managed client assets in excess of $25,000,000.

GE CAPITAL (now Infotec Commercial Systems), Wyomissing, PA 1996-1999

MICROAGE, Exton, PA 1993-1995

Senior Applications Instructor

Instructor of application software in classroom environment, with an emphasis on Access

Database design, development and implementation.

Consultant/troubleshooter of Project and Access application field usage

Prior to 1993: Positions in construction, painting and entertainment.

EDUCATION

Kutztown University, Biology/Business; Delaware County Community College

Company-sponsored coursework throughout career focused on technology, compliance and finance.

OTHER

Coached sports at both college and high school level.

Interests: Soccer, outdoor enthusiast, travel, and renovations.

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