career objective                              

results-driven senior registered assistant eager to contribute superior business development, strategic planning, and customer service skills toward supporting the employer in optimizing revenue performance

profile                                                

ø  offer numerous years of experience providing sales, marketing, and administrative support in a fast-paced full-service investment firm

ø  facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; demonstrated ability to anticipate client needs and resolve potential problems

ø  effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments

ø  strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs; proactive team player equally effective in independent and collaborative settings

ø  sharp business acumen and strong financial aptitude; experienced in managing broad scope of concurrent activities

ø  dynamic communication, presentation, negotiation, and relationship management skills; cultivate critical, long-term business connections

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

 

~ technical proficiencies ~

microsoft word ~ excel ~ powerpoint ~ thompson one ~ ilx ~ sis ~beta ~ aspire ~ signature guarantee ~ 10 key

professional experience                

da davidson & co. (formerly kirkpatrick pettis), omaha, ne                                                                        1990 c 2010
senior registered associate / operations manager (2008 c 2010)

executive assistant and registered assistant to chairman and vice chairman (2005 c 2008)

registered associate and executive assistant to chairman emeritus and acting branch manager (2000 c 2005)

executive assistant to president / word processing and reception supervisor (1995 c 2000)

word processing and reception supervisor / word processor / receptionist (1990 c 1995)

• in recognition of outstanding performance, steadily progressed within brokerage firm to attain ultimate position entrusted with providing comprehensive administrative, operational, and customer service support for multiple office locations
• directly assisted senior brokers and executive-level management in all aspects of daily activity, including cashiering, time management, regulatory compliance, audit preparation, and special projects
• oversaw three registered associates and two staff members; delivered ongoing guidance and prepared annual performance evaluations
• worked closely with clients and achieved exceptional levels of customer satisfaction; efficiently processed forms and orders, maintained detailed account records, and researched and resolved issues
• selected to steer the launch of new office location and serve as operations manager for the area

education                                           

aims community college, greeley, co                                                                                                                    1989

aa in business

 

~ credentials ~

series 7 license ~ series 63 license ~ notary republic in nebraska