Financial Advisor
Merrill Lynch
Total years of experience :32 years, 3 Months
Merrill Lynch (Bank of America, Phoenix, AZ) 2010-Present
Financial Advisor
Registered Representative. Responsible for new account development, investment analysis, research, and client presentations
• Develop and present investment programs for new and existing clients
• Assessing client personal and financial goals to build diverse portfolio to meet clients risk tolerance
• Analyzing, researching and monitoring client assets
• Registered (series 7, series 66) Financial Advisor in Arizona, California, Massachusetts and Hawaii. Licensed Life & Health insurance in Arizona
COMMUNITY ORGANIZATIONS
Board Member, Parkinson's Network 2011-Present
Dex Media (R. H. Donnelly, Phoenix, AZ) 2009-2010
Marketing Consultant
Marketing Account Executive. Duties include new account development, research, and client presentations
• Develop and present online and print marketing solutions for new and repeat clients
• Indentify client profit centers and develop effective marketing solutions to maximize client return on investment
• Successfully exceeded sales goals for closing search engine marketing programs and online profiles to new and repeat clients by 10%
• Top five in sales training class for relationship selling skills
CLEAR CHANNEL RADIO, Phoenix, AZ 2004-2009
Account Executive
Senior sales radio Account Executive. Responsible for new business development, proposal writing, marketing presentations, and contract negotiations.
• Successful in adding direct, new fortune 500 companies to advertising client list
• Identify and develop key co-branding partnerships between non competing advertising clients
• Conceive and orchestrate onsite event marketing programs involving corporate clients, governmental agencies (state and local), and non profit organizations
• Consistently exceed sales goals
• Secure and implement monthly new station events and sponsors to generate additional station revenue
• Oversee and control block programming demand, securing additional new clients and maintaining schedule
• Promote/market station
• Spearheaded and submitted proposal bid for state wide radio motorcycle safety campaign for Dept. of Public Safety (State of Arizona)
• Mentoring and guiding new account executives
Marketing Committee Member, Arizona Humanities Council, 2003- 2007
KXAM-AM RADIO, Phoenix, AZ 2002-2004
Senior Sales Executive/Producer
Created and developed marketing strategies, to successfully solicit new advertising accounts. Planned and developed show concepts and secured key on air interviews.
• Successfully sold and maintained 50 new direct accounts, contributing to over 21% increase in station revenue
• Negotiated and wrote long-term contracts with major media outlets for cross promotion such as: Dodge Theater, Scottsdale Culinary Festival, Arizona Book Festival
• Planned and coordinated major events to promote station programs and personalities
• Designed and developed cross promotional programs with magazine publishers, major retailers and outdoor billboards resulting in increased listener ship and higher retention rate among our advertisers
• Developed concept and wrote format for XYC cooking show with intent of syndication
• Created key corporate partnerships generating solid stream of revenue for company
• Successfully increased audience reach for national radio talk show by negotiating its airing on the Armed Forces Network, adding a potential 800, 000 listeners worldwide
INITIATIVE MEDIA, Los Angeles, CA 1998-2002
Client Accounting
Audited customer client accounts ensuring that customer guidelines were followed. Interfaced with media supervisors, buyers and stations for compliance with client budget. Calculated profitability of client accounts for standard company compliance. Responsible for distributing workload to staff.
• Referred clients to Initiative Media to place advertising schedules through our company
• Developed presentations for prospective clients showcasing Initiative's products and services
• Recommended strategies to reduce redundancy in auditing client accounts, increasing work flow within the department thus resulting in reducing billing time
• Handled unique production billing project, clearing a back log of 12 months worth of unbilled clients to 60 days
• Researched and responded to client inquires
Member, California Lawyers for the Arts, 1996-Present
Committee Member, Heal the Bay, 1989-1992
FRAMINGHAM STATE COLLEGE, Framington, MA Bachelor Degree of the Arts in Economics Salesforce, Microsoft office, Thomson-Reuters