Karen Ali
Orlando,Florida
Summary
Dynamic leader with a proven track record at JPMorgan Chase & CO., enhancing sales by 35% through exceptional team building and financial acumen. Excelled in investor relations and CRM tracking, securing multiple sales awards and recognitions. Master at driving performance optimization and fostering customer service excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Marketing Executive
Travel and Leisure
Orlando, USA
04.2024 - Current
- Utilize interpersonal skills to assist potential guests in achieving their vacation goals.
- Qualify potential guests, and sell discounted vacation packages to showcase luxurious resorts.
- Promote mini-vacation getaways for diverse properties, in compliance with corporate telemarketing standards.
- Utilize training techniques to address objections, and successfully close sales.
- Delivering an exceptional experience to future guests while achieving sales goals.
- Recipient of an 8-day/7-night cruise from sales achievement.
- 3x Recipient Award Winner for Masters of Excellence.
- Multiple recognitions for achieving 100% on the scorecard for quality assurance.
Investor Relations Specialist
MF Capital Partners
Ocoee, USA
10.2023 - 03.2024
- Managed investor relationships and sales cycles for multifamily investment funds
- Utilized HubSpot for CRM and optimized communication strategies
- Produced financial reports for the syndication utilizing advanced analytical skills
- Guided qualified clients through the accreditation process, while enhancing client trust
- Leveraged LinkedIn for lead generation and Vidyard for content marketing
Inbound Vacation Sales Advisor and Team Lead
Hilton Grand Vacations
Orlando, USA
03.2017 - 09.2023
- Enhanced visibility of Hilton Grand Vacations Club via strategic contact center phone sales.
- Guided callers on top vacation spots and resort packages to secure sales.
- Delivered swift resolutions to guest inquiries, consistently honored with top sales distinctions.
- Completed internal iGrow Leadership Development Program.
Retail Branch Manager - Vice President
JPMorgan Chase & CO.
Orlando, USA
02.2008 - 03.2017
- Directed branch sales objectives and operations in multiple markets, overseeing teams of over 20 employees.
- Boosted year-on-year sales performance with a 35% growth in production metrics.
- Recognized in the top 10% of the country for exceptional service.
- Conducted comprehensive reviews of financial statements, initiating profitable strategies.
- Executed AML procedures aligning with banking regulations.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Financial Center Manager, 1st Vice President
Washington Mutual Bank
New York, USA
07.2005 - 01.2008
- Built and lead high-performance team focused on achieving sales and service goals.
- Implemented policies to improve efficiency and team performance.
- Tracked metrics such as anti-money laundering regulations and know your customer (KYC) to stay up to date on operations.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
Senior Hedge Fund Accountant
Weinick, Sanders, Leventhal & Co., LLP
New York, USA
12.2004 - 07.2005
Hedge Fund Accountant
SS&C Technologies
Armonk, USA
05.2004 - 01.2005
Hedge Fund Administrator and Auditor
Rothstein & Kass, CPA
New York, USA
11.2003 - 04.2004
Education
Bachelor of Business Administration - Management and Finance
Pace University, Lubin School of Business
Pleasantville, NYAssociate of Science - Honors Business Accounting
Westchester Community College
Valhalla, NYSkills
- Investor relations
- Sales Team Development
- Performance Optimization
- Team Building
- P&L Management
- Process Improvement
- Financial reporting
- Customer Service Excellence
- Banking operations
- Overcoming objections
- Team leadership
- Financial acumen
- CRM tracking
- Relationship building
Certification
- Real Estate Sales Associate
Timeline
Marketing Executive
Travel and Leisure
04.2024 - Current
Investor Relations Specialist
MF Capital Partners
10.2023 - 03.2024
Inbound Vacation Sales Advisor and Team Lead
Hilton Grand Vacations
03.2017 - 09.2023
Retail Branch Manager - Vice President
JPMorgan Chase & CO.
02.2008 - 03.2017
Financial Center Manager, 1st Vice President
Washington Mutual Bank
07.2005 - 01.2008
Senior Hedge Fund Accountant
Weinick, Sanders, Leventhal & Co., LLP
12.2004 - 07.2005
Hedge Fund Accountant
SS&C Technologies
05.2004 - 01.2005
Hedge Fund Administrator and Auditor
Rothstein & Kass, CPA
11.2003 - 04.2004
Bachelor of Business Administration - Management and Finance
Pace University, Lubin School of Business
Associate of Science - Honors Business Accounting
Westchester Community College
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