Marguerite Velotta
Sarasota,FL
Summary
Adept at driving growth and leading teams, I excel in sales by consistently exceeding my sales targets and fostering strong client relationships. My expertise in investment strategies and exceptional relationship-building skills have been pivotal in achieving top sales accolades. Leveraging critical thinking and sales development acumen, I thrive in dynamic environments, delivering results that matter.
Overview
38
38
years of professional experience
Work History
Office Manager /Manager of Business Development and Sales
John Feeney Roofing, Inc.
08.2018 - Current
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Accomplished multiple tasks within established timeframes.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Provided exceptional customer service when addressing client inquiries or concerns via phone or email.
- Developed and maintained successful relationships with vendors, suppliers, and contractors.
- Managed office operations while scheduling appointments for department managers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained a professional demeanor by staying calm when addressing unhappy or angry customers.
- Planned and executed marketing campaigns to target groups, areas, and the wider community.
Personal Assistant / Property Manager
Charles Borden
04.2014 - 04.2018
- Managed care team of 10 nurses.
- Created weekly schedule for 24-hour care.
- Oversaw personal and professional calendars and coordinated all appointments.
- Refilled all medications weekly
- Created weekly menu
- Directed 30 rental properties for repairs above $500.00.
- Managed financial accounting for property rentals.
- Met with accounting team monthly to submit all personal and financial reports and records.
- Reviewed and advised different financial options for personal and business.
Certified Nurses Assistant
Self Employed
11.2012 - 04.2018
- Maximized patient satisfaction by helping individuals carry out personal tasks such as dressing, walking, and eating.
- Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Utilized therapeutic communication, empathy, and active listening skills to encourage and develop positive relationships with patients.
- Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Cared for residents in assisted living facilities as a private duty nursing assistant and delivered high-quality support to meet needs.
- Participated in fun group activities with patients to boost mood, improve overall memory, and provide light entertainment.
- Evaluated patients to identify and address wounds, behavioral concerns, and medically relevant symptoms.
- Supported ambulation and physical therapy needs by conducting planned exercise routines.
- Educated patients and family members on best home care practices for healing and recovery.
Financial Sales Specialist / Vice President
Wachovia Bank / Wells Fargo Bank
12.1992 - 10.2008
- Followed all company policies and procedures to deliver quality work.
- Developed strong client relationships through financial profiling.
- Identify customer's financial needs and offered variety of financial securities, insurance, personal/business loans, or FDIC bank products to obtain customer's financial goals.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution
- Maintained current understanding of market conditions. compliance standards, and best practices.
- Always put customers first.
- Developed solid customer relationships by doing what is right for customers.
- Maintained continuing education practices.
- Developed outside referral sources.
Teller / Vault Teller
NCNB National Bank / Bank Of America
08.1990 - 12.1992
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Identified additional financial needs and recommended products and services to benefit customers.
- Referred customers to sales team.
Waitress
Lake Pointe Woods Retirement Center
01.1986 - 03.1991
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
- Maintained clean and welcoming dining environment, ensuring positive guest experience.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
Education
Real Estate License - Real Estate
Ed Klopfer
4068 Cattlemen Rd. Sarasota, FL 34233.11.2023
Certified Nursing Assistant - Nursing Assistance
Ed Klopfer
Sarasota, FL11.2012
Accounting And Finance
State College of Florida, Manatee-Sarasota
Bradenton, FL05.1992
Finances
America Bankers Association
Sarasota, FL10.1996
High School Diploma -
Caradinal Mooney Catholic High School
4171 Fruitville Rd, Sarasota, FL 3423205.1990
Skills
- Sales Presentations
- Investment strategies
- Securities License 6, 63
- Life and Variable Annuities License
- Mortgage Loan Officer
- Personal / Small Business Loan Office
- Sales Development
- New Construction Residential Building Sales Knowledge
- Residential Real Estate Knowledge
- Relationship Building
- Prospecting and Networking
- Office Administration
- Office Management
Accomplishments
- I have obtained my securities license 6, 6.3, Life and Variable Annuities.
- I was selected for Wachovia Bank / Wels Fargo Bank's pilot program to implement the current sales training for all Financial Sales Specialists.
- I obtained the highest score throughout the state of Florida on the AccuVision test. AccuvVision is a sales ability test.
- I have accomplished Loan Officer Training and became a Personal/Business Lender along with a Mortgage Lender.
- Obtained the highest sales on the West Coast of Florida for eight consecutive years and the highest sales in the state of Florida for one year.
- Received VP status of Wachovia Bank/ Wells Fargo Bank.
- I have completed my education and received my Certified Nursing Assistant license.
- I have completed my education and received my Real Estate License.
- My father was a successful custom home builder in Sarasota for 35 years before retiring. I assisted as a meet-and-greet liaison, collecting information and providing the customer's information to the sales team.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Office Manager /Manager of Business Development and Sales
John Feeney Roofing, Inc.
08.2018 - Current
Personal Assistant / Property Manager
Charles Borden
04.2014 - 04.2018
Certified Nurses Assistant
Self Employed
11.2012 - 04.2018
Financial Sales Specialist / Vice President
Wachovia Bank / Wells Fargo Bank
12.1992 - 10.2008
Teller / Vault Teller
NCNB National Bank / Bank Of America
08.1990 - 12.1992
Waitress
Lake Pointe Woods Retirement Center
01.1986 - 03.1991
Real Estate License - Real Estate
Ed Klopfer
Certified Nursing Assistant - Nursing Assistance
Ed Klopfer
Accounting And Finance
State College of Florida, Manatee-Sarasota
Finances
America Bankers Association
High School Diploma -
Caradinal Mooney Catholic High School
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