Angela Konemany
Houston
Summary
Bilingual Senior Account Executive and Relationship Manager with extensive experience managing a $115M client portfolio of over 50 accounts. Expertise in resolving complex client issues through cross-department collaboration, enhancing client satisfaction and retention while driving revenue growth in dynamic financial environments.
Overview
18
18
years of professional experience
Work History
Senior Account Executive
Charter Capital
Houston
01.2019 - Current
- Managed a $115M commercial client portfolio of 50+ accounts while consistently meeting service and performance objectives.
- Cultivated long-term relationships with proactive communication and continuous account management, boosting client satisfaction and retention.
- Resolved complex client issues through cross-department collaboration, strengthening long-term client relationships.
- Anticipated client needs to provide personalized recommendations, enhancing customer experience and loyalty.
- Conducted credit and financial analyses to identify potential risks and recommended appropriate solutions.
Accounting Manager
Amerisource Funding
01.2009 - 01.2019
- Created accounts receivable/accounts payable reports and prepared monthly account reconciliations and collections to support financial accuracy.
- Ensured accuracy and efficiency of operations by processing and monitoring yearly budget forecasts, contributing to financial planning.
- Skillfully evaluate financial statements to ensure compliance with legal regulations.
- Handle a varied workload and multiple priorities while working as a team with coworkers to effectively grow current portfolio of $120M in revenue.
- Maintained accurate customer data using manual documentation and electronic forms to enhance data integrity.
Education
Bachelor's Degree -
The University of Houston
Houston, TX Skills
- Client portfolio management
- Financial analysis
- Risk assessment
- Client retention
- Client consultation
- Relationship building
Timeline
Senior Account Executive
Charter Capital
01.2019 - Current
Accounting Manager
Amerisource Funding
01.2009 - 01.2019
Bachelor's Degree -
The University of Houston