Professional Documents
Culture Documents
Employment History
Atlantic Equity Research (2003-present) office administrator
* Manage office, technology (including computers and networking), SAP, corporate
identity materials and perform accounting duties.
Hartford Office Supply Company, (1998-2001) senior account representative
* Advanced expertise in prospecting, customer service management, sales cycle ma
nagement and sales closing principles.
* Demonstrated strengths in territory development, account management, market an
alysis and sales strategy development.
* Retained 67% of business from previous employer; industry retention average is
35%. Awarded "Sales Person of the Quarter" seven times in 3.5 years. Streamli
ned customer service procedures to improve service response times and increase c
ustomer satisfaction rates.
Office Depot/LE Muran Company (1988-1998) account representative / senior accoun
t representative
* Earned companywide "Top Performance Achiever Award" for 9 years in a row; give
n for largest sales growth in new business annually.
* Generated leads by cold calling, profiled potential customers and effectively
presented company, products and custom solutions to decision makers. Prepared b
ids, negotiated terms, closed sales and wrote contracts for small, medium and la
rge sized businesses.
* Built pipeline of profitable business focused on two industry segments, financ
ial institutions and law firms in the highly competitive Boston and Lexington, M
A territories. Proven ability to manage and increase profitability of key accou
nts such as Massachusetts Financial Services (MFS), Mintz Levin, The Boston Cons
ulting Group, Arnold Advertising and Advent International.
Fidelity Investments (1987-1988) trader / compliance specialist
* Traded stocks and bonds for the senior Vice President of FMR Corp. Successful
ly executed millions of dollars in trades weekly.
* Promoted to Compliance Specialist after only two months.
* Collaborated on new compliance department with 4 others to create the first an
d only such department found in any investment firm in the United States. Provi
ded software program advice, recognized and tracked compliance issues and proced
ures to ensure SEC fund compliance.
Boise Cascade Office Products Division (1986-1987) customer service representati
ve
* Exceptional ability to build productive relationships, resolve complex service
issues and win customer loyalty.
* Exceeded customers' expectations by locating hard to find items and suggesting
alternate products for out of stock products.
* Chosen by management to work exclusively for the company's top two producing o
utside sales representatives and their customers.
Education, Licenses and Volunteer Activities
University of Massachusetts, Amherst, B.A. English and Journalism, 1986
NMLS Member (National Mortgage Licensing Service) Loan Originator license, May 2
009 (MLO 171933)
Volunteer Experience: North Falmouth Elementary School's PTO: Treasurer and Secr
etary, Morse Pond School's PTO: Vice President
American Cancer Society, Relay for Life: Awarded #1 fundraiser for the town of F
almouth, MA in 2006, team Captain for team "Laurel's Wreath"