Director of Operations
Senior Vice President
Chief Financial Officer
Chief Operating Officer
Stephanie Dawson - CEO Resume Simple
Over 10 years of experience in the field of information technology, including but not limited to:-time management, project management, and business analysis.
networking, project management, planning, marketing, training, finance, management, and sales, office, sales force, social media
annuities, life insurance, series 7, management, credit, financial planning, clients, insurance, loans, planning, class, risk management, estate planning, solutions, investments
Managed the recruiting, training, and management of a team of sales professionals, including the development of a new office and the creation of a new marketing campaign.
Responsible for the development of a new product and sales training program. Also, I am the lead of the content management team.
Salesforce, and A/P, marketing, technology, sales force, training, and strategic planning. Lead and manage the development of a new client.
Created and maintained social media content for the company website. Managed the launch of a new web-based app platform.
Developed and implemented a new business management process for the Finance department. This included the creation of a new website, and the creation of a social media presence.
Responsible for the development of a new networking program that increased the quality of client relationships and increased the company's overall business operations.
Fresenius Medical Center
Developed and implemented a comprehensive financial planning process for clients to help them achieve their financial goals. I was also responsible for the development of a new client database.
Worked with clients to develop solutions to help them achieve their financial goals. Provided advice on retirement, estate, and investment products.
Life insurance, annuities, and long term care insurance. Developed and implemented a Series of financial products and services.
Manage and develop a pipeline of over 100 clients, including: Commercial banking, credit, estate planning, and wealth management.
Worked with the securities and exchange commission to provide a comprehensive financial services for the organization. I was responsible for the creation of a new client base.
Successfully sold life insurance, mutual funds, and annuities. Developed and implemented a comprehensive financial plan for the client.