Alexandria, Virginia 22302 Phone 703 819-0343 E-mail taec7acc@westpost.net Objective: To obtain employment that will allow me to further build my career in aspects of business and afford me the opportunity to implement learned concepts in a real-world environment. Education: Virginia Commonwealth University, Richmond, Virginia Bachelor of Science in Business, Major in Marketing Graduate Class May 2006 Employment: June 2010 - Present Business Associate Wachovia Bank, Business Banking Division a Wells Fargo Company Washington, DC * Provide a high level of sales, marketing, and operations support to an assigne d team of Business Relationship Managers * Consolidates, analyzes and interprets customer activity in support of customer retention * Responsible for maintaining a high level of customer service, gathering requir ed data and providing preliminary assessments on the performance of existing acc ounts, and providing information on possible new services for the customer * Provide a high level of analytical support duties which include following thro ugh on customer operational needs and requests and resolution of problems * Operates independently, requiring minimal guidance and supervision * Use several network database systems to maintain, organize and maintain client s
August 2007-June 2010 Licensed Financial Specialist
Wachovia Bank a Wells Fargo Company Washington, DC * Manage a premier portfolio of commercial and household clients * Build long term advisory relationships by combining analytical methods, a cons ultative approach and financial expertise to create value-added solutions for cl ients * Organize plans for short, medium and long-term financial needs including but n ot limited to deposits, lending, and investments * Develop strategies to maintain and further penetrate existing client relations hips * Place highest value on customer relationships by striving toward excellent cus tomer service and producing customer satisfaction * Review, gather and assemble financial data including but not limited to tax do cuments and financial statements * Perform daily tasks to ensure ethical standards and compliance policies are in line * Lead daily, weekly and monthly meetings with business partners including Finan cial Advisors, Business Bankers, Mortgage Consultants and Insurance Representati ves * Effectively use several system programs to manage leads, production, account o penings/maintenance, administrative duties and inter company communications (SOL D, PEGASIS, LOTUS and FUNMAIL) * Achieved investment licenses including Series 6, Series 63 and Life & Annuity * Consistently meet and exceed production and service goals * Work individually and with my team members to collectively reach Financial Cen ter goals and fulfill above average operating requirements October 2006-August 2007 Resident Services Liaison/Affordable Housing Specialist Bozzuto Management Group Bethesda, Maryland * Responsible for leasing luxury apartment homes in a competitive market place * Research and develop a minimum of 100 viable leads per week * Increase the visibility and occupancy of the community * Perform outreach activities to market the property * Monitor and quickly follow up on all leads from print, internet and referrals * Work closely with Assistant Manager, Property Manager and Maintenance/Service Team to ensure proper continuity of operations * Implement integral designed marketing plans * Review and certify applications for federal affordable housing program (Tax Cr edit) * Interface daily with existing clientele and interviewed perspective candidates * Consistently meet or exceed monthly sales/leasing goals
May 2006-July 2006 Entry Level Marketing/Account Manager (Intern)
The Marketing Group Online Inc Vienna, Virginia * Perform face to face sales/marketing * Assigned to the Verizon B2B and Residential (FIOS) campaign * Process and input necessary paperwork/data * Daily customer interaction through sales and marketing