Summary
Overview
Work History
Education
Skills
Timeline
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Jacqulyn Masood

Seekonk,MA

Summary

- Enjoy keeping myself busy and open minded to learning new things.

- While my girls are still young, I keep an open mind to what I do for work that is more suitable for my life responsibilities as of right now as a Mother and a Wife.

Overview

20
20
years of professional experience

Work History

Fiduciary Financial Advisor

PFS Investments
09.2008 - Current
  • Helps clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
  • Provide investment products and life insurance along with over all financial knowledge to craft suitable financial strategies for each client based on clients needs and future goals
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Develops personal rapport with each client to maintain customer loyalty and establish long-term accounts.

Territory Manager - Sales and Service

ClosetMaid
01.2006 - 01.2010
  • Serviced and managed 30 Home Depots for ClosetMaid product within 3 states
  • Managed 2 service reps in CT that worked within my territory
  • Serviced, cleaned and reset shelves and merchandise according to company specifications.
  • Analyzed sales data to identify areas for territory improvement and implemented strategies for sales growth.
  • Trained and mentored sales representatives in sales techniques and strategies.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.

Garden Care And Supply Rep

ICS Plant Specialists
01.2004 - 01.2006
  • Serviced up to 7 Home Depot locations for plant and garden live Goods for ICS Inc
  • Managed communications between growing nurseries and Home Depot stores
  • Worked outdoors in weather conditions to care for plants and serve customers.
  • Restocked shelves with new plants each day and rotated stock for optimal appearance.
  • Ordered new stock for shelves according to past purchase numbers
  • Maintained walkways and paths throughout gardens
  • Worked indoor and outdoor year round, with winter stock as well

Education

State And Federal Licensing - Personal Finance

State And Federal Classes

Skills

  • Client Interactions
  • Client Meetings
  • Community Involvement
  • Customer Referrals
  • Serve Client Needs
  • Consultation and Advisement
  • Professional Industry Communication

Timeline

Fiduciary Financial Advisor

PFS Investments
09.2008 - Current

Territory Manager - Sales and Service

ClosetMaid
01.2006 - 01.2010

Garden Care And Supply Rep

ICS Plant Specialists
01.2004 - 01.2006

State And Federal Licensing - Personal Finance

State And Federal Classes

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Jacqulyn Masood