Karly Korzaniewski
Orchard Park,NY
Overview
14
14
years of professional experience
Work History
Wealth Management Associate
UBS Financial Services
Buffalo
12.2023 - Current
- Demonstrated a keen understanding of diverse financial instruments and investment products, enabling tailored advice for clients with unique needs.
- Contributed valuable insights during team meetings based on thorough research of global economic developments.
- Maintained compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures.
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
Sales Manager
Brand Bar
Amherst, NY
06.2023 - Current
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Financial Advisor
Equitable Advisors
Williamsville, NY
09.2020 - 12.2023
- Increased client interest by consistently delivering persuasive cold call scripts tailored to individual prospects.
- Achieved daily call quotas by diligently managing time and prioritizing tasks for maximum efficiency.
- Maintained detailed records of calls, outcomes, and follow-up actions for accurate reporting and analysis purposes.
- Contributed to team sales goals by persistently reaching out to potential clients and setting appointments with qualified leads.
Sales Associate, Manager
Research And Design
Orchard Park, NY
03.2016 - 12.2022
- Exceeded sales targets consistently by employing persuasive sales techniques and comprehensive product knowledge.
- Guided sales team in setting realistic yet challenging sales targets.
- Collaborated with team members to improve overall customer service experience.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Manager
Harmony Market
Colden, NY
07.2010 - 12.2016
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales by creating innovative visual merchandising displays and store layouts.
- Approved regular payroll submissions for employees.
Body and Beauty Consultant
Tony Walker and Co
Williamsville, NY
08.2014 - 08.2014
- Kept up-to-date with industry trends and new product launches, enabling accurate recommendations for clients.
- Delivered exceptional customer service, addressing client concerns and providing solutions to meet their unique needs.
- Increased sales revenue through effective product demonstrations and persuasive communication skills.
- Collaborated with team members to achieve monthly sales targets and maintain a positive store environment.
- Built relationships with customers to encourage repeat business.
Education
ID Pilates
Bachelor of Science in Marketing -
University at Buffalo
Buffalo, NY01.2016
Skills
- Salesforce Marketing
- Sales
- Microsoft Office Suite
- Team leadership
- Relationship building
- Goal-oriented
- Self-motivated
- Organized
- Inventory management
- Product management
- Merchandising
- Customer service
- Know Your Customer
- Portfolio Management
- Problem-Solving
Pilatestraining
I D Pilates, Buffalo, NY, 2022, 4+ times a week
Timeline
Wealth Management Associate
UBS Financial Services
12.2023 - Current
Sales Manager
Brand Bar
06.2023 - Current
Financial Advisor
Equitable Advisors
09.2020 - 12.2023
Sales Associate, Manager
Research And Design
03.2016 - 12.2022
Body and Beauty Consultant
Tony Walker and Co
08.2014 - 08.2014
Manager
Harmony Market
07.2010 - 12.2016
ID Pilates
Bachelor of Science in Marketing -
University at Buffalo