Mary Carrel - Senior Vice President Resume Simple
SUMMARY
Highly motivated, results-driven, and dedicated professional with over 10 years of experience in the financial services industry. I am a self-starter, who is a team player, and a team player.
SKILLS
  • training, planning, securities, and sales, office, estate planning
  • administration, sales and, liaison, insurance
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Senior Vice President

    Bloomberg BNA

    • Developed and implemented a new marketing and sales training program for the firm. This included the creation of a financial model, and the development of a new investment strategy.
    • Led the transition of the firm's financial services office from a public company to a private equity firm. This included the creation of a new investment policy and the development of a new investment portfolio.
    • Developed and implemented a comprehensive financial plan for the firm, including the firm's first-time client, estate planning, and securities.
    • Managed the firm's largest client in the US, Canada, and Europe. Also responsible for the development of a new financial reporting system.
    • Managed the development of a new investment portfolio and implemented a new financial model. Created a comprehensive financial model to evaluate the performance of the firm.
    • Led the development of a new investment portfolio for a private equity firm. This included the creation of a prospectus and a prospectus for the company.
  • 2017-12-252017-12-25

    Sales Associate

    U.S. Forest Service

    • Assisted in the development of new client relationships and provided support to the sales team. Created and maintained a database of all client information.
    • Responsible for the administration of the sales and service of the company, including the opening of new accounts, and acting as liaison between the insurance and investment departments.
    • Assisted in the development of new business and personal relationships with existing clients. Created and maintained a network of referral sources.