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<pre>Array ( [var] => cut_url ) </pre> Resume for laurie V. for Salesperson / Representative / Other / Not Classified in princeton junction, New Jersey. Search More Resumes for Salesperson / Representative on Resumark.com #BPQHHQ7KA
 

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Resume for laurie V. for Salesperson / Representative / Other / Not Classified in princeton junction, New Jersey




Occupation: Salesperson / Representative Industry: Other / Not Classified
Country: United States City: princeton junction
State: New Jersey ZIP: 08550



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Laurie C. V. Hereford Drive Princeton Junction NJ M: Financial Services Professional SALES MARKETING RELATIONSHIP BUILDING LATIN AMERICA BUSINESS DEVELOPMENT CLIENT RELATIONSHIPS ADDON SALES ON NEW SOFTWARE AND PRODUCTS BILINGUAL ENGLISH/SPANISH Talented, proven and motivated sales and relationship manager with over years of achievements selling to financial services and Latin American business. Focus on creating, managing longterm relationships through proactive sales activity. Resultsoriented and handson style work ethic. Excellent team skills with strong capacity to communicate unified, focused mission and clearly articulate and motivate toward strategic goals. Enhance the bottom line constantly upselling on existing platforms or new platforms available. REVENUE & PROFIT BUILDING PRESENTATIONS & PROPOSAL DEVELOPMENT RFP DEVELOPMENT INTERNATIONAL BUSINESS PROCESS RESTRUCTURING CONVERSION AND ON BOARDING SPECIALIST PROCESS ENHANCEMENT OPERATIONS STREAMLINING Professional Experience: Pinnacle Solutions Inc. May Present Pinnacle Solutions Incorporated PSI is a privately held software consultancy headquartered in Springfield, NJ, USA. PSI&;s team is uniquely positioned to help our clients navigate the intricacies of the international and wholesale finance sector through our consulting and integrated software solutions. Head of Sales Latin America * Responsible for selling and prospecting to financial institutions throughout Latin American and the Caribbean.. * % cold calling, conventions and industry activities. % referred leads * Brought in $, in gross annual projected revenues in first days * Maintain records of pending items for select client base and schedule periodic conference calls to provide status and recommend action steps. * Constant follow ups with clients and prospects which were met at different banking events. Following up with emails no more that days after the event with new product information to increase sales. Pershing Oct April Pershing LLC has been a leading global provider of financial business solutions for over years and serves many of the world&;s most respected financial organizations, remaining committed to the safekeeping, servicing, segregation and reporting of assets held in custody. Account Manager Assistant Vice President Domestic and Latin America Global Strategic Services * Serve as a sales and relationship liaison between Introducing BrokerDealers throughout the domestic and Latin America Region IBDs and Pershing. * Provide solutions to clients&; business needs through additional software platforms either proprietary or thirdparty. * Interact with various departments like settlements, accounts, back office, etc within Pershing to research for possible solutions to client needs through software enhancements or addons. * Prepare records of pending sales and activity report for new and existing client base and schedule ongoing sales conference calls to provide status and recommend action steps. * Visit IBDs in the LATAM region selling Pershing&;s platform and converting from other clearing firms to Pershing * Conduct coldcalling and personal visits while in Latin America and conduct training on Pershing system applications, policies and procedures. * Represent the Account Managers&; group in various product/services rollout committees to enhance the sales and client experience Fiserv Securities, Inc. April Nov FISERV Securities was a Fiserv subsidiary Nasdaq: FISV, is a leading, national provider of clearing and execution services to brokerage affiliates of financial institutions and to independent broker/dealers. Sales Relationship Management Group Vice President Domestic Latin America and Caribbean Region * Responsible for generating new business customers through the use of networking, warm leads, and cold calling activities. * Sales Relationship Manager for brokerage clearing customers. * Coordinate with conversion team for incoming or outgoing conversions. * Research and verify that the introducing firm or Broker Dealer has met all registration and licensing requirements via the NASD. * Determine and establish the recommended software or OMS which the new customer will process trades through Fiserv i.e., uploads, FIX protocol, etc. * Coordinate the implementation of new business offering for existing or new clients * Schedule sales and coordinate customer training in all facets of the Fiserv clearing environment. * Manage and monitor production testing once all documentary and systems issues have been resolved and prior to going live, to ensure the first trade date is uneventful. * Provide the customer with handson, onsite assistance during and after conversion has been completed. * Ensure the full integration of the customer into the Fiserv platform. * Visit onsite with customers through out the region to ensure complete customer satisfaction and to integrate new business offerings. * Integrally involved in all aspects of the sales cycle from initial contact to continued customer service. Jefferies & Company, Inc. February April Jefferies is an independent, fullservice securities and investment banking firm serving companies and their investors globally. Correspondent Clearing Group Relationship Manager * Serviced Relationships for Latin America and domestic clients through "piggy back" arrangements * Acted as interim Relationship Manager for newly signed customers until conversion is complete. * Managed all aspects of client migration into the Jefferies Broker Dealer environment, including the conversion of relevant customer information via ACATS, DTC, TapetoTape, etc. * Provided customers with a "Welcome Kit" which contains all of the necessary documentation inclusive of BCOL/BOSS access forms to ensure the new customers integration onto the Jefferies platform is carried out efficiently and smoothly as possible. * Researched and verify that the introducing firm or Broker Dealer has met all registration and licensing requirements via the NASD. * Determined and establish the manner in which the new customer will process trades through Jefferies i.e., uploads, FIX protocol, etc. * Coordinated the implementation of customer&;s communications setup for trade execution and allocation and for viewing accounts via Dedicated Line, HostonDemand, etc. * Scheduled and coordinate customer training in all facets of the Jefferies clearing environment. * Managed and monitor production testing once all documentary and systems issues have been resolved and prior to going live, to ensure the first trade date is uneventful. * Provided the customer with handson, onsite assistance during the first few days or weeks of trading once conversion has been completed. * Ensured the full integration of the customer into the Jefferies environment. Merrill Lynch June November Broadcort Capital Corporation Broadcort provides clearing services to brokerdealers and wealth management solutions to independent advisers. Conversion Coordinator Assistant Vice President * Act as interim Relationship Manager for newly signed customers until conversion is complete. * Manage all aspects of client migration into the Broadcort Broker Dealer environment, including the conversion of relevant customer information via ACATS, DTC, TapetoTape, etc. * Provide customers with a "Welcome Kit" which contains all of the necessary documentation inclusive of BCOL/BOSS access forms to ensure the new customer integration onto the Broadcort platform is carried out efficiently and smoothly as possible. * Research and verify that the introducing firm or Broker Dealer has met all registration and licensing requirements via the NASD. * Determine and establish the manner in which the new customer will process trades through Broadcort i.e., uploads, FIX protocol, etc. * Coordinate the implementation of customer&;s communications setup for trade execution and allocation and for viewing accounts via Dedicated Line, HostonDemand, etc. * Schedule and coordinate customer training in all facets of the Broadcort clearing environment. * Manage and monitor production testing once all documentary and systems issues have been resolved and prior to going live, to ensure the first trade date is uneventful. * Coordinate the conversion of the customer&;s money market funds into Merrill Lynch money market offerings. * Provide the customer with handson, onsite assistance during the first few days or weeks of trading once conversion has been completed * Ensure the full integration of the customer into the Broadcort environment. Sr. Financial Specialist, Merrill Lynch & Co. Bank Loan, Distressed Trading and Derivatives Latin America * Assisted in the development of the IEM trade finance infrastructure by establishing inventory, identifying bottlenecks in the process and ensuring indicatives were loaded properly in BERT. * Liaison between execution teams and operations for Derivatives * Processed all trading activity of the Corporate Bank Loan Trading desk on a daily basis. * Ensured reconciliation of all customer and general ledger accounts. Sr. Financial Specialist, Merrill Lynch & Co. International Emerging Markets "IEM" Latin America * Carry out all functions related to interest reconciliation for Poland, Russia, Brazil and Yugoslavia and Latin American countries * Act as liaison for Merrill IEM unit with internal units and external counterparties and agents. * Implement new procedures for the seamless integration of the domestic products unit into IEM. * Establish new methods for interest and position reconciliation. * Coordinate country restructuring throughout Latin America Region. * Perform the closing function of documentation amendment. * Supervise and train new analysts. Chase Manhattan Banking Corporation May to June Sovereign RiskEmerging Markets Team Leader/Sr. Financial Analyst for Latin America SYMBOL f "Symbol" s h Responsible for: Poland Yugoslavia Morocco Jamaica Honduras Brazil Argentina Colombia Venezuela Ecuador SYMBOL f "Symbol" s h Supervised, train and evaluate a staff of four junior analysts. SYMBOL f "Symbol" s h Performed special projects, i.e. due diligence for restructured countries: Poland, Ecuador and Brazil. SYMBOL f "Symbol" s h Established new reconciliation procedures for trading unit&;s suspense account $ million avg. balance. SYMBOL f "Symbol" s h Created interest reconciliation system for LDC debt instruments $ million in interest for and implemented improvements as required. SYMBOL f "Symbol" s h Acted as information liaison for Chemical LDC trading unit and Chemical Bank Nassau International Banking Facility, Credit Support Unit, Euroclear and Debt agencies. SYMBOL f "Symbol" s h Produced interest and position reconciliation reports to project interest income periodically. SYMBOL f "Symbol" s h Identified, research and advise accounting unit on reconciling problem transactions. SYMBOL f "Symbol" s h Responsible for foreign currency cash accounts and LDC instruments. EDUCATION Hunter College, New York, New York Foreign Languages: Spanish, fluent written & verbal.

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