Open To Work
LAURA PRENTICE
North Canton,OH
Work Preference
Summary
With over 20 years of experience, a dedicated professional possessing a deep understanding of sales operations, new client onboarding and acquisition, as well as sales management and growth. Demonstrated a proven track record of business-to-business growth and successful collaboration with all areas of financial analysis, regulatory and operational planning, and development. Ultimate objective is to leverage an extensive skill set in collaboration with a reputable and forward-thinking industry leader within the financial services sector.
Overview
25
25
years of professional experience
Work History
Vice President, Private Client, SalesManager
JPMorgan Chase, JPMorgan Chase & Co
04.2006 - Current
- >Senior Manager, Multi-Site Manager, Mentor Manager
- >A strong entrepreneurial business management style, sales planning, and strong team-building skills
- >The extensive understanding of running a business from paper to person
- >Extensive understanding and use of strong financial management, including profit and loss management, customer and employee retention, revenue growth, and loss prevention
- >Chase Private Client Management which requires; Extensive customer contact, elevated client care and meetings; including building and maintaining customer relationships
- >Proven track record of developing and coaching high performance sales professionals and client service teams
- >Proven track record of consistent success as a team and consistent client relationship growth across all measures
- >Providing strong communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues
- >Coached & develope employee knowledge of all aspects of branch operations; including paying/receiving transactions, regulatory compliance, and Bank Policy & Procedure
- >Effective management in multiple areas, including; operational requirements and procedures
- National Sales Leader and Recognition across all markets in the USA both metro and non-metro markets and sales teams
- Collaborated with executive leadership to define long-term goals and measure progress against key performance indicators.
- Fostered a culture of continuous improvement by mentoring managers in best practices and innovative processes.
- Implemented change management strategies that increased departmental collaboration and improved project outcomes.
- Oversaw financial planning processes, ensuring alignment with strategic goals and sustainable growth initiatives.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Investment Banker
JPMorgan Chase, JPMorgan Chase & Co
02.2003 - 04.2006
- Sales and New Client acquisition and retention
- Leader in business and personal sales development and making relative business recommendations for clients through presentations, sales engagements and all communication strategies.
- Executed detailed due diligence processes, ensuring accuracy in financial reporting and risk assessment and regulatory compliance.
- Cultivated relationships with clients, fostering trust and long-term partnerships in investment strategies and generational wealth management, sales and networking.
Medical Sales Representative
Pfizer, Wyeth Pharmaceuticals
01.2001 - 05.2002
- Developed and maintained relationships with healthcare professionals to promote medical products.
- Conducted comprehensive product demonstrations and training sessions for medical staff.
- Analyzed market trends to identify opportunities for product promotion and sales growth.
- Collaborated with cross-functional teams to ensure effective product launches and marketing strategies.
- Led initiatives to improve customer engagement through educational workshops and seminars on new products.
- Increased sales revenue by consistently meeting and exceeding sales targets through strong relationship building and product knowledge.
- Developed key relationships with medical professionals, leading to consistent referrals and increased customer base.
- Boosted sales performance through effective negotiation skills, customizing pricing plans according to client budgets while maintaining profitability.
Education
B.S. - Business Administration and B.S. Sales & Marketing
The University of Akron
Akron, OH12.2003
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Complex Problem-solving
- Client relationship building
- Strategic planning
- Business development
- Results-driven
- Account management
- Operations management
- Customer service
- Documentation and reporting
- Risk management
- Process improvement
- Training and mentoring
- Staff development
- Performance monitoring
- Data analysis
- Budget oversight
- Corporate communications
- Sales leadership
- Industry best practices
- Staff training
- Customer and employee rapport
- Performance metrics analysis
- Sales and marketing leadership
- Partnerships and affiliations
- Policy and procedure development
- Recruiting and hiring
- Financial management
- Company guidelines
- Rules and regulations
- Profit objectives
- Corporate branding
- Competitor trends
- Staff recruiting and retainment
- Product demonstrations
- Customer prospecting
- Customer education
- Verbal and written communication
- Recruiting and interviewing
- Mortgage banking and analysis
- Loan origination and underwriting
- Performance data analysis
- Proposals and presentations
- Cross-functional team leadership
- Business growth and marketing strategies
- Market trends and analysis
- Operational management
- Operational leadership
- Revenue generation
- Project management
- Organizational development
- Performance improvement
- Staff management
- Business planning
- Growth planning
- Procedure implementation
- Policy development
- Business administration
- Operations oversight
- Office management
- Schedule management
- Office administration
- Financial acumen
- Technical support
- Expense reporting
- Scheduling
- Administrative support
Timeline
Vice President, Private Client, SalesManager
JPMorgan Chase, JPMorgan Chase & Co
04.2006 - Current
Investment Banker
JPMorgan Chase, JPMorgan Chase & Co
02.2003 - 04.2006
Medical Sales Representative
Pfizer, Wyeth Pharmaceuticals
01.2001 - 05.2002
B.S. - Business Administration and B.S. Sales & Marketing
The University of Akron