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23 Links Court
Sparta, NJ 07871
(973) 726-0599
mhc1e8ac@westpost.net
BANKING PROFESSIONAL
Over 15 years of experience in meeting clients needs & surpassing expectations w
hile maintaining strong values
CORE COMPETENCIES
* Investment Solutions
* Executive Leadership
* Client Relations Management
* Interpersonal Skills
* Cross-Selling
* Financial Planning / Management
* Team Building / Motivation
* Computer Skills
* Client Consulting / Advising
* Account / Portfolio Management
PROFESSIONAL EXPERIENCE
INVESTNET Marketing Representative
MELLON BANK (now BNY Mellon) Pittsburgh, PA
InvestNet was Mellon Banks discount brokerage subsidiary that served over 150 br
anch offices and 20 correspondent banks. (BNYMellon.com)
* Marketed Mellon Banks discount brokerage service to President/CEO-level manage
ment of correspondent banks with assets in excess of $200M
* Grew bank's investment business by $1M+ by presenting Mellon Bank's seamless,
customized investment services one-on-onesubsequent to contracts being signed, p
ersonally integrated, serviced and managed accounts
* Utilized Series 7, 4 & 63 Licenses to conduct on-site customized training semi
nars to client groups of 20+ on brokerage products and services
* Facilitated on-site training seminars resulted in clients strong understanding
of how best to utilize the new brokerage services to expand revenue streams for
their respective banks
ACCOUNT EXECUTIVE
PRUDENTIAL BACHE SECURITIES (now Wachovia Securities) Dayton, OH
A full-service brokerage firm that offers clients advice, sales, trading opportu
nities and global access to all major markets; (Wachovia.com)
* Licensed to sell securities (Series 7) and insurance products (Series 63); app
lied logic and understanding of economics toward achieving positive returns for
all clientele while building a book of 250+ clients
NON-BANKING EXPERIENCE
* TEACHER (Grades 6-8), Archdioceses of Atlanta, Atlanta, GA
* MANAGER CASH OFFICE, Circuit City / Carmax, Atlanta, GA
* SALES CONSULTANT, Circuit City / Carmax, Atlanta, GA
* VP OPERATIONS, Donnelly Communications, Atlanta, GA
* BUSINESS OWNER, Aqua Art, Pittsburgh, PA