Territory Business Manager

• Feb 2022 - Present

Stock Broker

• Jul 2020 - Jan 2022

Conducted market research to remain up-to-date on laws, regulations and margins. Supplied knowledgeable, objective equity and fixed income guidance with customized strategies Managed 4 accounts successfully Corrected trade errors and kept accurate documentation for records and audits. Supervised daily asset movement, new account development and trade review. Analyzed daily margin calls and partnered with representatives to take necessary actions. Identified opportunities for improvement and increased efficiency in brokerage operations. Reported on monthly trading activity and volumes Maintained current knowledge of state regulations for clearing platforms. Executed complex options orders. Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades. Studied RSI, Oscillator, SMA 20-200, Volume, Candle sticks, Chaikin Money Flow to determine entry and exits.

Key Account Executive

• Aug 2009 - Jul 2020

Built trusted relationships with clients by getting to know them on a personal level and making their comfort a priority Play an integral role in customer service and overall sales numbers Gained in-depth knowledge of company’s product offerings to provide reliable and trusted assistance to customers daily, helping them make informed decisions Attended sales conferences to improve relationship building and closing techniques Secured and locked sensitive financial material, such as credit cards numbers Answer basic questions from customers in a clear, friendly manner Surpassed monthly sales goals by 30%-120% for 132 continuous months generating over $2million+in annual revenue. Key member in strategizing improved KPI measurements to open new work programs. (Elite positions, flex positions, mentor positions) Key member in strategizing new sale promotions to target high yielding customers and new business across the company Opening accounts in new territories and closely tracking sales promotions and pipelines Enthusiastically participated in sales training events Diffuse intense customer situations to maintain high-level of satisfaction while maintaining brand loyalty Develop and sustain relationships with existing customer base, building rapport as a personable and trusted representative/friend. Partnered with manager to create initiatives designed to motivate staff, increasing overall productivity and consistently exceeding weekly sales goals Prepared customized quotes and answered inquiries regarding products and services Managed and utilized a CRM of over 8,000 leads Achieved top tier clubs : Century Club, Silver Club, Presidents Club, Platinum Club, Diamond Club milestones.(Diamond club was said to never be obtainable the award itself has a quote from Nelson Mandela "it always seems impossible until it's done" Manage calendar of appointments with new and current customers Assisted General Manager and Supervisor with weekly sales goals, adjusting to work weekends

Assistant General Manager Sales and Operations

• May 2006 - Aug 2009

Scheduled staff to assign shifts, meet daily operational needs and achieve productivity goals. Conducted quality control inspections of work to monitor and resolve problems. Built schedules, tracked hourly employee time and completed bi-weekly payroll for 4 employees. Coached employees to work together to carry out daily functions and meet service objectives. Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability. (EBITDA) Developed, implemented and updated departmental policies and procedures to meet business objectives and goals. Assessed sales reports, activity reports and financial statements to measure productivity and goal realization. Motivated employee performance and satisfaction through fair evaluation, process review and mentoring. Directed team members to provide exceptional service to guests and vendors, maintaining professional relationships of established business. Recruited, hired and evaluated 5+ qualified personnel resulting in top-notch operations and customer satisfaction. Collaborated with General Manager/Corporate for business decision-making on sales, pricing, production and distribution.