Sales Account Manager

• May 2012 - Present

Executive Vice President

• Sep 2008 - Apr 2021

Webmeetingstoday EVP -Software- (SaaS) Secured Collaborative Communications ( Global Visual Communications ) "Web-Ex On Steroids!" Webmeetingstoday EVP -Software- (SaaS) Secured Collaborative Communications ( Global Visual Communications ) "Web-Ex On Steroids!"

Personal Banker

• Jul 2005 - Sep 2008

Personal Banker, opened new Business Accounts, Personal accounts, and gave super customer service.. Personal Banker, opened new Business Accounts, Personal accounts, and gave super customer service..

Licensed Personal Banker

• May 2004 - Sep 2008

Used needs-based assessment tools to analyze and determine customer needs. Connected customers to appropriate teammate to help achieve financial goals. Engaged patrons to assist and educate customers on conducting simple transactions through self-service technologies. Increased personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls. Researched and resolved customer issues on personal savings, checking and lines of credit… Show more Used needs-based assessment tools to analyze and determine customer needs. Connected customers to appropriate teammate to help achieve financial goals. Engaged patrons to assist and educate customers on conducting simple transactions through self-service technologies. Increased personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Worked with customers to build and deepen relationships by uncovering financial needs and recommending best products and services for needs. Helped customers understand available services and select best bank product, such as deposit account or investment strategy. Supported the teller team by helping with advanced customers and stepping in during busy periods to manage the customer flow. ***** Washington Mutual was Bought-out by J P Morgan Chase.....Stayed at the same branch***** Show less Used needs-based assessment tools to analyze and determine customer needs. Connected customers to appropriate teammate to help achieve financial goals. Engaged patrons to assist and educate customers on conducting simple transactions through self-service technologies. Increased personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls. Researched and resolved customer issues on personal savings, checking and lines of credit… Show more Used needs-based assessment tools to analyze and determine customer needs. Connected customers to appropriate teammate to help achieve financial goals. Engaged patrons to assist and educate customers on conducting simple transactions through self-service technologies. Increased personal revenue contribution to branch by cross-selling products to clients via lobby and outbound calls. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Worked with customers to build and deepen relationships by uncovering financial needs and recommending best products and services for needs. Helped customers understand available services and select best bank product, such as deposit account or investment strategy. Supported the teller team by helping with advanced customers and stepping in during busy periods to manage the customer flow. ***** Washington Mutual was Bought-out by J P Morgan Chase.....Stayed at the same branch***** Show less

Registered Representative, Vice President Sales/ Brookstreet Securites,

• Mar 2003 - Sep 2004

Grew book of business through consultative sales, upsells and renewals in assigned territory. Identified new business opportunities and developed rapport, supporting new client relationships. Automated business processes for improved speed and accuracy. Reviewed accounts daily to determine areas in need of improvement and strategies for correcting faults. Series 7 & 63 licensed Senior Account Executive, Opened and develop new accounts via Telemarketing, and Cold… Show more Grew book of business through consultative sales, upsells and renewals in assigned territory. Identified new business opportunities and developed rapport, supporting new client relationships. Automated business processes for improved speed and accuracy. Reviewed accounts daily to determine areas in need of improvement and strategies for correcting faults. Series 7 & 63 licensed Senior Account Executive, Opened and develop new accounts via Telemarketing, and Cold Calling Show less Grew book of business through consultative sales, upsells and renewals in assigned territory. Identified new business opportunities and developed rapport, supporting new client relationships. Automated business processes for improved speed and accuracy. Reviewed accounts daily to determine areas in need of improvement and strategies for correcting faults. Series 7 & 63 licensed Senior Account Executive, Opened and develop new accounts via Telemarketing, and Cold… Show more Grew book of business through consultative sales, upsells and renewals in assigned territory. Identified new business opportunities and developed rapport, supporting new client relationships. Automated business processes for improved speed and accuracy. Reviewed accounts daily to determine areas in need of improvement and strategies for correcting faults. Series 7 & 63 licensed Senior Account Executive, Opened and develop new accounts via Telemarketing, and Cold Calling Show less

Real Estate Broker Associate Prudential Action Real Estate

• Sep 1987 - Oct 2000

I was an Associate Broker, Sales Manager, REO Business Manager. I was in charge of recruiting and Training Sales Agents. from A to Z.., Going on Listing appointments and making sure they got the job done. I was an Associate Broker, Sales Manager, REO Business Manager. I was in charge of recruiting and Training Sales Agents. from A to Z.., Going on Listing appointments and making sure they got the job done.

Registered Representative

• Oct 1984 - Jun 1994

Registered Rep, Series (7 & 63), Senior Account Executive, telemarketing, opening & developing new accounts Registered Rep, Series (7 & 63), Senior Account Executive, telemarketing, opening & developing new accounts