Professional Documents
Culture Documents
Work Experience
Worked closely with licensed Financial Advisors, managing existing client relationships.
Provided professional client services focused on Wealth Accumulation, Retirement and Tax
Planning
Helped define prospective target markets and channels, and pursued client prospects
Helped create and tailor marketing materials targeting defined client channels
Participated in and led client discussions to position specific products in the client portfolio
Reviewed clients investment goals, objectives, and risk profiles to propose appropriate
portfolio solutions
Attained NYS certifications, and exhibited a work ethic aligned to the organizations standards
for superior client service.
Assisted Valet Manager at the JW Marriott Essex House hotel, and The Peninsula in New York
City-- 5 Star hotels.
Worked with Housekeeping and Guest Services teams to learn and implement hotel brand
standards for client service excellence.
Interacted directly with hotel guests in providing 5-Star quality customer service, ensuring all
submitted guest work was completed on time and to hotel standards, and addressing client issues.
Oct 2011
Provided all aspects of customer service, ensuring customer satisfaction throughout the sales
process.
Addressed direct client inquires through obtained subject matter expertise to provide a quality
client experience.
Maintained franchise-level service standards to assigned department including inventory control,
product display oversight, product promotion representation, sale price accuracy and validation,
merchandise delivery and transfers, and providing telephone customer service. .
Education
Towson University; Towson, MD
Major: Business Administration
List: Fall 2014, Spring 2014
Deans
Related coursework:
Advanced Corporate Finance
Macroeconomics and
Microeconomics
Global Financial Management