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Operations Manager with extensive experience and a proven record of success in delivering exceptional business leadership (MBA), sales support, relationship management and customer service in the financial services industry. CORE COMPETENCIES Relationship and Account Management Consistent ability to identify and build relationships with key contacts, manage existing accounts and build new accounts through personal investment knowledge Exceptional customer service and sales support skills that resolve critical issues and provide solutions to sales associates and clients Provided territory leadership and developed strategic plans to leverage resources Operations Management Team-Builder and mentor, with coaching and leadership skills that increase knowledge and confidence to develop individual growth that creates improved results Focused on efficiency and productivity to use people and resources to accomplish goals Business Development Insightful perspective on maximizing opportunities and increasing profitability Analyze opportunities and detailed data to negotiate mutually-beneficial agreements Developed plans for $1 million clients to target appropriate investments products Project Management Broad background in overseeing major projects from conception to completion in diverse environments, with clear performance metrics and successful execution Subject Matter Expertise Intuitive researcher, with deep knowledge and a passion for acquiring, understanding and applying new information about financial products and environments

Work experience

Feb 2005Jun 2009

Area Sales Representative for American Funds Distributors

Capital Group
May 2000Feb 2005

Internal Wholesaler

Pacific Life
Jul 1997May 2000

Financial Adviser

Edward Jones
Jun 1971Sep 1996




University of Washington


University of California, Los Angeles


Naval Postgraduate School