A NNA G.

M OLIN
Totowa, New Jersey 07512 973.720.6696 201.723.1155 agmolin61@optimum.net

Areas of Focus: Business Development | Marketing

QUALIFICATIONS PROFILE
Highly analytical, success-driven, and detail-oriented professional equipped with broad-based background in various facets of
finance operations and services; encompassing market penetration and revenue and organizational growth
Possess solid awareness of banking, accounting, B2B marketing, budget administration, business partnerships, and
management. Thrive at interfacing and negotiating with people from diverse background and cultures to promote
organizational plans and mission. Display solid capability in establishing long-term business relationships with key clients
to improve client base and increase retention rates. Exhibit effectiveness in providing consultative support to clients on
different finance-related concerns and processes utilizing bilingual proficiency in English and Spanish.
CAREER OVERVIEW
Account Management/Strategic Business Relationships
Expanded customer base through direct marketing of commercial bank products and services consisted of cash
management, lending, deposit products, and merchant services while managing four major relationships worth $3M.
Established strategic relationships with local business associations, professional organizations, and caregiver
coalitions while maintaining coordination among company, local social workers, physicians, and hospital personnel.
Piloted the business transactions with affluent Hispanic investors by creating and delivering tactical presentations, as
well as taking part in the successful opening of new market niche.
Financial Planning/Business Development
Partnered with clients to ensure compliance with set-forth specifications in developing and executing personalized
financial plans.
Devised and executed personalized financial plans for credit union members.
Took charge of inside and outside business development of 130-unit with 260-resident assisted living facility and
directed staff and personnel.
Generated $10M in business development within 18 months by accelerating the effort in promoting diverse financial
services to prospective clients.
Maintained qualifications for Winners Circle and Presidents Club awards by attaining $500K$600K average in annual
revenues.
Sales and Marketing Initiatives
Oversaw annual departmental budget worth $50K and worked collaboratively with executive director on sales
activities review and new marketing/sales strategies development.
Proactively contacted and sent email correspondences to overseas members in order to promote and sell various
financial services comprised of mutual funds, fixed and variable annuities, individual stocks/bonds, and brokered
certificates of deposit.
Teamed up with business banker to penetrate the market and anticipate current demands to ensure delivery of
effective financial services and products to bank customers.
Drove sales performance from $30M to $40M within short period of time.
Lead Generation/Negotiation
Leveraged extensive negotiation skills in dealing with B2B and B2C clients using diverse marketing channels
comprised of referrals, traditional marketing, and social media.
Demonstrated expertise in sourcing out potential clients utilizing various resources such as Salesgenie, referrals,
networking as well as cold calling.
Generated lead through proactive cold calling and interfacing with walk-in customers resulted in successful sales
appointment and transactions.
Customer Service
Rendered expert supervision and mentored designated teams in delivering superior customer service in compliance
with company policies, procedures, and best practices.
1|P a g e

A NNA G. M OLIN
Totowa, New Jersey 07512 973.720.6696 201.723.1155 agmolin61@optimum.net

Achieved Customer Service Excellence Award for delivering top-quality service as evident on customer survey ratings.
WORK HISTORY

Independent Insurance Agent | Huntington & Wheatsworth, Towaco, NJ

2011Present

Financial Services Representative | MetLife, Paramus, NJ

20102011

Independent Contractor | Krasney Financial, Mendham, NJ

2010

Financial Services Representative | New York Life, New York, NY

20092010

Business Banker | Citibank, Totowa, NJ

20062009

Financial Planner | Merrill Lynch, Florham Park, NJ

2006

Director of Community Relations | Sunrise Senior Living, Randolph, NJ

20052006

Financial Advisor, United Nations Federal Credit Union, New York, NY

20042005

Financial Planner, Wachovia Bank, Clifton, NJ

20032004

Financial Advisor, Commerce Bank, Wayne, NJ

2003

Financial Advisor, Bank of America, Wayne, NJ

19932003

Certified Financial Planner, American Express Financial Advisors, Elmwood Park, NJ

19871993

Staff Accountant, Avon Products, Inc., New York, NY

19861987

Cost Accountant, Lever Brothers Financial | Nabisco | Warner Brothers | American Express, New York, NY

19821987

EDUCATION AND CREDENTIALS

Bachelor of Business Administration in Public Accounting
Pace University, New York, NY
Certified Financial Planner: Series 7, 63, and 65 Financial Industry Regulatory Authority, Inc. (FINRA)
Life | Health | Accident and Property | Casualty Licenses
Continuing Education Credits:
CERTIFIED FINANCIAL PLANNER (CFP) | Insurance
PROFESSIONAL AFFILIATIONS
New Jersey Association of Women Business Owners (NJAWBO)
Tri-County Chamber of Commerce | Hispanic Chamber of Commerce
ACTIVITIES
Volunteer, Senior Citizen Home
Wrote two (2) e-books | Built two (2) Word Press websites and blogs
TECHNICAL ACUMEN
WordPress Blogging and Social Media | Google Analytics | Keyword Research | Pay-per-click (PPC)
YouTube | Podcasting

2|P a g e