Work:
New York Prime - Boca Raton, FL Oct 1997 to Oct 2010
Bar Manager
Wachovia Bank N.A - Boca Raton, FL Feb 2005 to Feb 2007
Licensed Financial Specialist
Exit Realty Destinations Group - Boynton Beach, FL Feb 2004 to Dec 2005
Sales Associate
New Fleet Mortgage - Delray Beach, FL Nov 2001 to Dec 2005
Mortgage Broker
New Fleet Mortgage - Boca Raton, FL Nov 2003 to Feb 2004
Sales Associate
International Capital Growth - Boca Raton, FL May 2001 to Oct 2001
High Net Worth Asset Manager
Image Access - Boca Raton, FL May 1998 to Sep 1998
Accountant, Sales Intern
Legal Assistant Intern - Boston, MA Aug 1991 to Sep 1992
Education:
Florida Atlantic University - Boca Raton, FL 1998 to 2005
Bachelor of Arts in Business Management
Northeastern University - Boston, MA 1988 to 1990
Certificate of International Business in Political Science and Criminal Justice
Skills:
SKILLS: RELATED: Banking Uncovered, identified and addressed financial needs of present and potential bank clients Expanded existing relationships and acquired new clients for the bank. Inspired trust & confidence in clients through problem solving, listening carefully to their needs, and by proactively recommending products and/or services. Sales Client communications/interaction (chief executives, administrators, investors), interdisciplinary team collaboration, and management reporting Handled all aspects of mortgage transactions from pricing and placement to processing Established an account maintenance program that increased extended warranty sales by 60 percent Licenses Previously Held Series 7 and 66 Licensed Insurance Agent Licensed Mortgage Broker OTHER: Licensed Realtor Accounting Direct report to the president with responsibility for all accounting functions Improved ESO from 90 to 15 days Managed chart of accounts conversion Legal Used Nexus and Lexus computer systems to research experts' past testimony Synopsized depositions and corroborated testimony from past depositions
