PROFESSIONAL EXPERIENCE
Company, Town, XX Date - Date
Account Representative
-
Targeted, acquired and managed corporate and municipal accounts seeking
major trade show services to display at industry trade shows in six
metropolitan cities.
-
Provided client needs assessment and consultation on all requirements from
booth set up to elaborate two-story displays involving construction and
high-end customized design work.
-
Worked collaboratively with cross-functional departments, from production to
receiving to communicate and resolve issues regarding requests,
specifications, costs, billing and schedules.
-
Managed and grew a large sales territory for this leading carrier
specializing in the pickup and delivery of common freight spanning the
entire northeastern region.
Selected Achievements
Company, Town, XX Date - Present
Account Representative
-
Work with banks to reconcile millions of dollars in daily and monthly
account balances resulting from failing trades and misfiled institutional
foreign currencies.
-
Represent major clients to sell-side brokers and as part of a cohesive team
of nine desk traders.
-
Expertly monitor/evaluate the economy, market fluctuations, and real-time
data to facilitate program basket trading (bulk) and execution of Initial
Public Offerings (IPO) placement decisions.
-
Utilize blotters and Bloomberg trading software to research, track, and
execute daily activities.
Selected Achievements
Company, Town, XX Date - Date
Account Representative
- Identified, established and managed 100+
medium to large business accounts.
- Used cold calling strategies to set and
surpass a company goal of ten appointments per week.
- Targeted companies and organizations with
a minimum of 25 employees
- Conducted large group presentations on
Voluntary Permanent Life, Long Term Care and Group Disability, reaching an
estimated 25 - 1,000 prospects.
- Consulted on variable life
insurance/annuities, mutual funds, 401K plans, and IRA pension plans.
Selected Achievements
EDUCATION
College, Town, XX
Degree Name, Major, Date
COMPUTER SKILLS
MS Word and
Excel
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