Highly motivated professional, seeking a position which will utilize the extensive knowledge and successful experience in planning, organizing and following up multi-faceted, complex tasks and also offers opportunities for personal and professional growth.

COMPANY	POSITION HELD	DATES WORKED
SEI Private Trust Co	(Confidential)	11/2004 - 5/2007
Delaware Investments	(Confidential)	4/1988 - 11/2004

SCHOOL	MAJOR	YEAR	DEGREE
Mercer County Community College	General Studies	1985	Associate Degree
John F Kennedy Hight School	College Preparatory	1982	High School/GED Degree

Highlights:

Series 6

Companies I like:

Morgan Stanley, Dean Witter, Smith Barney, Lincoln Financial Group, Fidelity Investments

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Financial Office Administrator
• Executive Assistant
• Executive Secretary

· Developed and maintained management relationship with client listing of 10 top dollar advisory firms/reps. Involved heavy interaction with internal and external clients, along with teammates, either by telephone, in person or via email in a professional and accurate manner.· Developed and maintained close client relationships through practical measures and resourceful customer service· Kept clients informed of procedure changes, product enhancements, system changes, etc. and assisted them in executing the best possible practices to more effectively use SEI services for their business needs.