Senior Account Executive

Posted on: 2007-04-12

Kimberly Curran P.O. box 716 Medical Lake, Wa. 99022 Email- [email protected] (509) 299-6053 Objective: Seeking a new challenging and exciting position in a new field where my past sales and customer service experience, professional attributes and skills will be effectively utilized. I am willing to travel up to 50% and also relocate. Professional Attributes and Skills: Organized and efficient, quick learner who is easily adaptable to change, conscientious, detail oriented, professional demeanor, excellent customer service skills, loyal, and good team working skills. Proficient at various software programs; Microsoft Word, Excel, Quickbooks. Skills also include 10-key and typing at 40 w.p.m. Experience: 10/2002-Present Paulson Investment Company, Inc. Spokane, WA Registered Representative/Office Manager Regional office with worldwide clients. In the position of Senior account executive, Office Manager, responsibilities included Managing clientele, paying office payables, payroll, H.R. duties, and bookkeeping including, but not limited to, monthly, quarterly and annual Federal and State reporting, managed employees, maintained computer system, regulatory compliance and liasoned correspondence between the corporate office and our Officers. 2002-Present The Bentley -Hunt Company Liberty Lake, WA Owner Wholesale and retailer of products such as craft items, jewelry, furniture, art, etc. Work 10+ hours/month during non-trading hours. Responsibilities include marketing, sales, consignment, bookkeeping, taxes and reporting. 01/2001-10/2002 Schneider Securities, Inc. Spokane, WA Full Service Broker Assisted clients in the United States and abroad achieve their long term financial goals. Adept with stocks, bonds, mutual funds, money markets, 401k’s, IRA’s, life insurance, and other investment strategies. 03/1995-01/2001 Global/EBI Securities Corporation Spokane, WA Full Service Broker Assessed client’s current financial position, needs and objectives to ensure that the advice they receive is appropriate for their circumstances. 09/1991-03/1995 Paulson Investment Company Edmonds, Wa. Full Service Broker Integral team member of this small brokerage firm. Responsibilities, above that of being a broker and making monthly sales quotas, included keeping up with regulatory compliance. 04/1989-09/1991 National Securities Corporation Edmonds, WA Full Service Broker Training: 1983 Passed Series 7and 63 Exam, National Association of Securities 2006 Taking series 24 Principal’s Exam References: Available on request.