Malvern, PA 19355 (479) 430-9056 lm842bc0@westpost.net Objective: To develop and expand my career within an industry that allows me to combine my strengths in workflow and project management with my ability to think creatively . Learn and develop successful skills used in the marketing and branding indust ry. Education: - East Stroudsburg University of Pennsylvania: August 2004 a" May 2008 - B.S. Business Management, Finance - B.A. Economics - GPA 3.4 Experience: 1934 Group (M Firm) a" Life Insurance, Wealth Management, Executive and Employee Benefits Firm Manager of Investment Operations: November 2009 - Current - Point person in developing and applying new procedures to ensure efficiency in all four sectors of the investment department (e.g. created investment database , constructed training program, etc.) - Manage daily workflow for the entire department through database tracking - Continue to help build upon 2,000 existing client relationships - Assist in growing new client relationships through responsiveness and attentio n to detail - Aid in preparing marketing and presentation materials for individual investmen t clients and 401(k) plans - Work with the Director of Finance to generate new marketing campaigns - Track the progress of and confirm the completion of all new business applicati ons and existing administrative changes - Work closely with other advisory firms (e.g. law firms and accounting firms) t o align the many variables in current and future planning for our wealth managem ent clients - Work with the Operations Manager to bridge the investment department to the wh ole firm - Field client calls and address questions and concerns - Meet with investment marketers to learn of their annuity and investment produc t features and modifications - Utilize reporting programs to generate investment reports for clients on a qua rterly basis Life Insurance Client Service Coordinator: May 2008 a" November 2009 - Worked with a team to manage daily workflow for the department through databas e tracking - Main source of contact in fielding client calls and addressing questions and c oncerns - Created marketing materials for insurance clientsa proposals and reviews - Prepared insurance service forms and tracked the completion of all items Qualifications / Skills: - General Securities Series 6 and 63 License - Microsoft Office 07 (Word, Excel, PowerPoint, Access, Outlook, Project) - Smartoffice, NetX360, Ecase, Inforce Illustration software - 2+ years of experience working with high net-worth clients - Able to multi-task and prioritize while working in various roles - Strong written and verbal skills