Overview
Work History
Education
Skills
Pilatestraining
Timeline
Generic

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, NY
01.2016

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
Karly Korzaniewski