_________________MAGGI L. HARRIS_________________________________
8800 Sierra College Blvd #1524, Roseville, CA 95661
A professional position where my diverse experience in business; marketing, public relations, writing, management/operations, public speaking, developing and managing strategic alliances and business relationships that will have an impact in the community. Employment must afford opportunities including growth and challenge.
Dynamic leader and results driven professional who is highly skilled at identifying,
developing and articulating a vision to succeed.
A seasoned professional with 22 years of experience in business;10 years
focusing on marketing, public speaking, writing, management/operations and developing,
leveraging and managing strategic alliances and business relationships.
Highly skilled and successful in building and managing strategic alliances and business
relationships with executives, attorneys, legislative leaders, media and public officials.
Able to move motivate and move a group toward a consensus.
A focused communicator with proven ability to understand and convey complex
information, develop positive rapport, build strong relationships and deliver high-impact
Effective, personable team player with unsurpassed interpersonal skills.
Proven history of solving complex operational problems.
Strong analytical and writing skills.
Energetic contributor with demonstrable detail orientation and multi-tasking,
Motivated achiever for excellence in opening up difficult doors, resolving issues,
problems and complaints.
Spoke before the Sacramento County Board of Supervisors Meeting in August
2006 to help convince leaders to build a new sports/entertainment arena for the
Sacramento community and for the NBA Sacramento Kings. On behalf of my
5 year business alliance with the Maloof Sports my speaking appearance
was televised on both KCRA-3 and KXTL-40 evening news.
Successfully increased public exposure for Quantum Advisors, A Money Management
Firm, through public relations, relationship marketing, branding and building a
positive company image.
Directly responsible for all marketing efforts representing the firm by developing,
leveraging and managing strategic alliances and business relationships with executives,
Estate Planning Firms, Law Firms, Attorneys, CPAs and Financial Service Professionals.
Traveled to national and regional conferences to promote and leverage Quantum
Advisors through the National Network of Estate Planning Attorneys, an 800 member
Estate Planning organization.
Confidently spoke before the National Network of Estate Planning Attorneys Conference
and large professional groups introducing Quantum Advisors and our programs.
Created the opportunity to participate and speak at the 25th Anniversary Meeting through
the California State Bar Association in Monterey, California to honor Supreme Court
Justices Cruz Reynoso and Carlos Moreno. I had the honor to speak along side Justice
Moreno and hand out his award that evening.
Collaborated with President Dan Ahmad of Quantum Advisors to update and write the
Directly responsible for all communication, writing and promotional efforts on behalf
of actor, Edward James Olmos and his family for the The Edward James Olmos
Educational Center in Los Angeles.
Created and re-wrote all communication materials including the brochure for The
Edward James Olmos Educational Center that will be used in future materials and
for future use on their website.
Developed and managed a positive collaboration with former California Lt. Govenor
Cruz Bustamante’s office, the California Latino Caucus, and their staff with the goal
of seeking endorsements and future funding through the arts on behalf of The Edward
James Olmos Educational Center.
An invited guest of California Lt. Governor Cruz Bustamante’s office to participate
in his annual education forum in Sacramento representing the Edward James Olmos
family, the Board of Directors and their non-profit organization. An opportunity was
presented to me as I spoke briefly at the Lt. Governor’s private party on latino education
Accountable for developing marketing strategies to leverage and build financial programs
through Fidelity and Schwab Institutional high net worth accounts for Brecek and Young
Advisors, A Money Management Firm with results of financial growth for the company.
Implemented writing detailed departmental policies and procedures for the Registered
Investment Advisory Department.
Responsible for the daily management, crisis management and operations of a
$35 million dollar Registered Investment Advisory Department with Brecek &
Young Advisors, A Money Management Firm.
Monitor and track trading details and plan investment strategies to minimize risk
Performed a variety of analytical calculations on a daily basis with the investment
and stock portfolios.
Multi-tasking efforts including trading and managing high net worth mutual fund
portfolios, investing portfolios as needed, rebalancing portfolios on a quarterly basis,
learning, setting up and implementing highly technical software programs for trading with
Fidelity and Schwab Institutional.
Crisis management and diverting critical issues as part of the day-to-day operations.
Meeting highly strict financial deadlines on a daily basis.
Building and marketing in-house financial programs through Fidelity and Schwab
Institutional for the Registered Investment Advisory Program.
Preparing the Registered Investment Advisory Program for government audits with
Department of Corporations and the Securities and Exchange Commission. All audits
passed with success.
Responsible for managing 20 financial representatives on a daily basis to motivate,
resolve issues, problems and complaints. Reviewed work for accuracy, evaluated
staff and counseled on areas requiring improvement.
Demonstrated success with project management as assigned and completed all
all tasks within specific timelines.
2006 – Present Marketing Raleys, Inc. (Temporary)
2001- 2004 Director, Marketing Quantum Advisors, Roseville, CA
2003 – 2005 Director, Communications Edward James Olmos Educational Cn
2000 – 2001 Manager, Recruiting usAdvisor, Roseville, CA (Bankrupt)
1995 – 2000 Manager, RIA Brecek & Young, Folsom, CA
St. Francis High School – Sacramento, CA – General Studies – Graduated
American River College – Sacramento, CA – Communication Studies
Time Management for Successful Managers – Franklin Covey, Sacramento
Microsoft Office, Excel, PowerPoint, ACT Database