Sales Portal is a VC backed Start Up in which I was responsible for working with the Sales team as well as Campaign Managers to provide market research, business connections, cold-calling, prospecting, and provided targeted postings within LinkedIn groups to onboard new customers. I was also responsible for working on strategic projects as needed
NASDAQOMX & SVB, San Francisco and Santa Clara, California 2010–2011
WELLS FARGO, San Francisco, California 2008–2010
Online Customer Service Manager
ØAssisted other team members with Bank product knowledge
ØAssisted and troubleshot for customers’ various online banking issues.
ØCross-sold new products to potential customers, leading to a 10:1 close ratio.
ØAchieved monthly profit goals, due to exceptional customer service skills.
BLOOMBERG PLC, San Francisco, California 2006–2008
Sales/Senior Account Representative
ØCultivated and managed 86 accounts and 260 terminals, including performing daily updates and visiting potential clients.
ØMaintained a 100% customer-retention rate due to exceptional customer service skills.
ØChaired industry-specific seminars and expos for internal and external customer growth.
WELLS FARGO, San Francisco, California 2001–2006
Operations Manager (2006)
ØManaged two direct reports for the Equity Link Products and Commodities Back Office Support operations.
ØImproved daily workflow processes, by streamlining the internal bank systems.
FX Trader (2003–2006)
ØTraded FX orders for both internal and external clients, and maintained a $250K trade budget.
ØAdvised clients on FX-related issues, which included position risk.
FX Operations Manager/International Officer (2001–2003)
ØManaged the night-shift processing team, as well as advised the day-shift processing management team.
BROWN BROTHERS HARRIMAN
Client Service Unit Supervisor/Associate (April 1998– March 2001)
ØManaged and trained a team of seven FX Investigators/Client Service Specialists.
PETTY OFFFICER, United States Navy 1986-1994
BACHELOR OF ARTS in History, Brandeis University
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