Senior Account Executive Resume
Kimberly Curran
P.O. box
Medical Lake, Wa.
Email-
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 % 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 -key and typing at w.p.m.
Experience:
/-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.
-Present The Bentley -Hunt Company Liberty Lake, WA
Owner
Wholesale and retailer of products such as craft items, jewelry, furniture, art, etc. Work + hours/month during non-trading hours. Responsibilities include marketing, sales, consignment, bookkeeping, taxes and reporting.
/-/ 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, k’s, IRA’s, life insurance, and other investment strategies.
/-/ 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.
/-/ 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.
/-/ National Securities Corporation Edmonds, WA
Full Service Broker
Training:
Passed Series and Exam, National Association of Securities
Taking series Principal’s Exam
References: Available on request.
