Marianna Morandi

Insurance Producer at Farmer Brown Insurance
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Insurance Producer
      • Sep 2018 - Present
    • Sales Director
      • Dec 2017 - Jun 2018

      - Market analysis and research to identify business opportunities. - Provide Advertising support, customer services and product expertise for target clients. - Market analysis and research to identify business opportunities. - Provide Advertising support, customer services and product expertise for target clients.

    • Administrator
      • Apr 2015 - Jun 2016

      Work with the CPA and Director on the daily financial operations. Payroll using ADP, Calculate Commissions, Bonus and Vacation for the Sales Representative Agents. Buy office supplies, pay vendors, banking transactions. Work with the CPA and Director on the daily financial operations. Payroll using ADP, Calculate Commissions, Bonus and Vacation for the Sales Representative Agents. Buy office supplies, pay vendors, banking transactions.

    • PT Administrator
      • Oct 2006 - Jun 2014

      Small Family Engineering Company. Part- Time job. Assistant Director. Payroll. Control Projects Expenses. Assistant Director -Biodiesel Project presentations. Small Family Engineering Company. Part- Time job. Assistant Director. Payroll. Control Projects Expenses. Assistant Director -Biodiesel Project presentations.

    • Chile
    • Banking
    • 700 & Above Employee
    • Business Manager Small and Medium Market
      • Jan 2000 - Sep 2001

      Customers Service, Relationship Management. Increase the portfolio wallet according to the budget. Sale of Banking Products and Services. Financial Statements Analysis. Credits, collaterals and collecting payment. Clients: private clinics, brokers, medical equipment suppliers, computer retail stores. Customers Service, Relationship Management. Increase the portfolio wallet according to the budget. Sale of Banking Products and Services. Financial Statements Analysis. Credits, collaterals and collecting payment. Clients: private clinics, brokers, medical equipment suppliers, computer retail stores.

    • Argentina
    • Banking
    • 1 - 100 Employee
    • Business Development Manager - VP Financial Institutions
      • Feb 1998 - Aug 1999

      Sale of Banking Products and Services. Budget and FYF. Financial Statements Analysis, credits, collaterals, collecting payment. Assist to credit committees with the Corporate VPs and Bank’s President once a month. Sale of Banking Products and Services. Budget and FYF. Financial Statements Analysis, credits, collaterals, collecting payment. Assist to credit committees with the Corporate VPs and Bank’s President once a month.

    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Product Market Specialist- WW Global Custody
      • Mar 1993 - Jan 1998

      Budget and FYF. Clients: Foreign Mutual Funds, Brokers and other International Financial Institutions. Customer Services. Relationship Management. Government forms and documentation. Represent customers in the Annual Companies Assemblies. Cross selling with Treasury, Foreign Exchange and Cash Management Department. Supervise and train WWGC interns. Budget and FYF. Clients: Foreign Mutual Funds, Brokers and other International Financial Institutions. Customer Services. Relationship Management. Government forms and documentation. Represent customers in the Annual Companies Assemblies. Cross selling with Treasury, Foreign Exchange and Cash Management Department. Supervise and train WWGC interns.

Education

  • Universidad Metropolitana (VE)
    Bachelor Degree in Business Administration (BBA), Banking and Finance
    1989 - 1994

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