Sherry Decarr - Senior Vice President Resume Simple
A highly motivated and results-driven professional with a proven track record of success in the financial services industry. I am a self-starter who is attentive to detail and produces quality results.
compliance, and marketing, training, presentations, management, and sales, executive management, planning, clients, business planning, brokerage, design, marketing, risk management, supervising, sales force, organized, internal audit, audit, manager
As a senior Manager, managed the company’s largest business. Developed and implemented a new sales strategy and training program.
Managed the development of a new business model for the company. Responsibilities included interviewing, evaluating, and managing the sales and marketing teams.
Responsible for all aspects of the business, including sales, risk management, compliance, and audit planning, analysis and presentations.
Created and implemented a new business development strategy for the company, including the creation of a new financial model, and the creation of a comprehensive sales force for the first time in the firm.
Managed the development of new business and existing clients through the use of a consultative approach to the client’s financial needs and objectives.
Responsible for the development and implementation of financial plans, including the annual plan, long-term strategic plan, and the management of the firm's marketing strategy.
Estes Express Lines
As a senior Accountant, I was responsible for the management of the firm’s financial planning and analysis. The responsibilities included the preparation of the annual tax returns, the issuance of the legal documents, and the
Promoted to senior Manager in September 1998 and promoted to senior Accountant in January of May 2015. Recruited and developed marketing and financial advisors.
Created a comprehensive financial model to track the investment of the firm’s portfolio. Worked with the investment Committee to develop a new asset allocation methodology.
Created and implemented a new client acquisition process, which resulted in a successful closing of the firm. This included the development of a new business model, and the creation of a prospectus for clients.
Created and maintained client relationships and financial models. Utilized proprietary software to manage portfolios and monitor portfolio performance. Managed and trained new advisors.
Created a comprehensive financial model to track the performance of the firm’s portfolio of stocks. Built a Series of models to illustrate the firm's investment thesis.