Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Catherine Cullen

Catherine Cullen

Southampton,NY

Summary

Registered Client Associate(Series 7/63/65); 15 years of professional experience in financial services preceded by a successful career in international tourism marketing. Excel in building strong relationships with high-net-worth clients. Communicate well at every level and contribute to growth in business. Actively embrace change and always eager to participate in corporate goals and initiatives

Overview

43
43
years of professional experience
1
1
Certification

Work History

Senior Registered WM Client Associate

Merrill
05.2013 - Current
  • Service clients at highest level with excellent product knowledge and attention to detail.
  • Streamline onboarding process and incorporate banking products
  • Proactively increase digital usage
  • Prepare reports and documents for client presentations
  • Assist in business growth by uncovering additional client assets, referrals and encouraging generational expansion
  • Champion, at assistant level, incorporation of wealth planning tools for all clients
  • Plan and execute team marketing and advertising

Registered Client Service Associate

UBS Financial Services
02.2008 - 05.2013
  • Assisted Branch Manager in communication internally and externally
  • Monitored, on behalf of Branch Manager, firm initiatives and programs
  • Maintained and managed customer files and databases
  • Offered troubleshooting advice to assist customers with technical issues and navigate smooth process
  • Provided each client with exceptional level of service by responding quickly to issues and answering questions
  • Scheduled client meetings, prepared documents and provided follow up

Marketing Manager (and Other Roles)

Tourism Ireland
01.1980 - 07.2007
  • Worked, with team, to present Ireland as high quality, must see and enjoy, destination
  • Oversaw preparation of marketing copy, images, videos, emails, and other collateral
  • Established, initiated and optimized business development strategies
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs
  • Researched developing trends to stay updated with new ideas and marketing practices
  • Managed budget allocation and resource utilization
  • Performed market segmentations, targeting and positioning for each product line.

Education

Bachelor of Arts - Hotel Management

Trinity College
Dublin Ireland
09.1978

Skills

  • Proficient Computer Skills
  • Knowledge of Firm Programs
  • Understanding of Client Needs
  • Building Trust With Clients
  • Proactive Client Support
  • Efficient Time Management
  • Excellent Verbal and Written Communication Skills
  • Planning Special Events/Marketing

Certification

  • Series 7, 63.65

Timeline

Senior Registered WM Client Associate

Merrill
05.2013 - Current

Registered Client Service Associate

UBS Financial Services
02.2008 - 05.2013

Marketing Manager (and Other Roles)

Tourism Ireland
01.1980 - 07.2007

Bachelor of Arts - Hotel Management

Trinity College

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Catherine Cullen