Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Connie Truesdel

San Jose,CA

Summary

Business leader in office management, training, marketing and selling. Results driven professional with over 10 years Administrative, Customer Service, and Sales Experience in office, retail and insurance. Extremely motivated, organized and flexible individual with a track record of exceeding and meeting goals/deadlines

Overview

25
25
years of professional experience

Work History

Accounts Payable/Finance Associate

B.T.Mancini Co., Inc.
09.2013 - 07.2023
  • Matched over 100 purchase orders to invoices and logged into computer
  • Prepared checks for all corporate and divisional accounts
  • Reconciled bank statements, corporate credit card charges
  • Monthly account reconciliation with management on all Business critical finances
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment - fraud management

Account Manager

Assured Relocation
03.2011 - 08.2013
  • Account Manager-performed over 100 concurrent claims in time sensitive paces
  • Assisting clients in housing relocation-hotel accommodation and corporate housing
  • Worked close with various insurance companies to maintain adjusters claims

Account Manager, Sr. Commercial Licensed Broker

Hynous & Tatro Insurance Services
01.1999 - 01.2010
  • Managed and development business segment, driving business increase of 15% as compared to overall company growth of 2%
  • Negotiated contracts
  • Consulted clients on their insurance portfolios to ensure adequate coverage
  • Maintained current competitive knowledge in marketplace
  • Responsibilities included: producer training, joint work/appointments, client seminars, etc

Education

MBA - Accounting/Finance*

University of Saskatchewan
Saskatoon, Sask Canada

Skills

Management Leader

  • Child development/Business Owner
  • Sales Training/Teaching
  • Office manager
  • Buyer
  • Computer Skills/ Sales Force
  • Communication Skills
  • Extremely Organized/Detailed
  • Flexible Work Environment
  • Budget management

Additional Information

  • http://www.linkedin.com/pub/connie-truesdel/25a1/15a

Timeline

Accounts Payable/Finance Associate

B.T.Mancini Co., Inc.
09.2013 - 07.2023

Account Manager

Assured Relocation
03.2011 - 08.2013

Account Manager, Sr. Commercial Licensed Broker

Hynous & Tatro Insurance Services
01.1999 - 01.2010

MBA - Accounting/Finance*

University of Saskatchewan

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Connie Truesdel