Experience

Asset Management

• Financial Services
• 200 - 300 Employee

• Account Manager

  • Oct 2016 - Aug 2018



Avon

• United Kingdom
• Personal Care Product Manufacturing
• 700 & Above Employee

• Leadership Executive

  • Feb 2001 - Mar 2009

  Orange County, California Area Created and executed marketing campaigns, including new product introductions and existing product development. Successful recruited, developed and trained representatives, including a recipient of the prestigious Honor Society Award. Introduced new skin care and other products at monthly meetings for the Orange County Division. Showed representatives how to sell products to their clients to increase monthly sales and meet their goals. Created and proposed to New York Management… Show more Created and executed marketing campaigns, including new product introductions and existing product development. Successful recruited, developed and trained representatives, including a recipient of the prestigious Honor Society Award. Introduced new skin care and other products at monthly meetings for the Orange County Division. Showed representatives how to sell products to their clients to increase monthly sales and meet their goals. Created and proposed to New York Management "My Secret Recipe " precursor to modern auto-ship program in 2004 Show less



Union Bank

• United States
• Banking
• 700 & Above Employee

• Sales Support Officer

  • Jan 1995 - Jul 2000

  Orange County & Los Angeles, CA Created and deployed training programs for in-branch and Commercial Banking to cross-sell Private Banking products across a territory spanning Orange County, Riverside, Los Angeles and Central California. Was instrumental during a time of change in the bank to bring Community Banking, Commercial Banking and Private Banking together. In addition to product training, also trained Community banking personnel on when to refer, how to service and on telephone and cold-call telemarketing… Show more Created and deployed training programs for in-branch and Commercial Banking to cross-sell Private Banking products across a territory spanning Orange County, Riverside, Los Angeles and Central California. Was instrumental during a time of change in the bank to bring Community Banking, Commercial Banking and Private Banking together. In addition to product training, also trained Community banking personnel on when to refer, how to service and on telephone and cold-call telemarketing skills. Organized events for clients and bank personnel to encourage knowledge of products and services offered be Private Bank. Show less



National Bank of Southern California

• New Accounts Specialist

  • Oct 1990 - Sep 1994

  Santa Ana, California Managed projects and served as primary liaison between account holders and multiple internal groups to insure quality customer service. Maintained up-to-date records at all times. Part of the operations team, performed bank reconciliations, served as a vault teller, opened new accounts, client relations, performed basic lending procedures and served as backup to run the wire department.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vault Lead Teller

  • Jun 1984 - Jun 1989

  Santa Ana, California Provided personalized banking services for merchant clientele. Based in a very fast paced branch, responsible for teller line as well as cash management for the branch as needed. Played a key role in launch of ATM machines to branch operations. Introduced ATM services and trained a variety of generational clientele to build trust and increase the use of the use of the ATM to improve branch efficiency.