MaryPat Wilson
Wilmington,NC
Summary
Personable and dedicated customer service representative with extensive experience in healthcare programs and the Wilmington Community. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and resolving service issues. Enjoy being a Representative/Ambassador, engaging with diverse groups of people to enhance their experience.
Overview
38
38
years of professional experience
Work History
Membership Representative
YMCA of Southeastern North Carolina
Wilmington, NC
04.2023 - 11.2024
- Greeted existing and prospective members and guided them to suitable memberships, exercise classes and health programs.
- Responsible for Financial Scholarships Accounting (Pathways)
- Established and maintained strong relationships with members and program participants.
- Easily related to diverse groups of people from all social and economic segments of the community.
- Worked effectively with people of different backgrounds, opinions and perceptions.
- Collaborated on Marketing and Professional efforts for YMCA events and helped to meet goals for Annual Giving Mission.
- Y Ambassador for the Livestrong; the Cancer Survival program. (Former participant.)
Independent Financial Advisor
Wilson and Associates, Inc.
White Pains, NY And Wilmington, NC
09.1989 - 06.2017
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Adjunct Professor of Investments at the Lubin School of Business at Pace University in NY.
Vice President of Investments
JP Morgan/Chase
New York, NY
08.1993 - 10.2002
- Developed, Implemented and Monitored Financial Plans including Investment, Retirement and Risk Planning Strategies for High Net Worth, Corporate and International Private Bank Clients.
- Traveled extensively to Egypt and Greece to service and review these accounts in person.
- Coached junior staff members on best practices for analyzing financial data, constructing, and implementing financial plans.
Strategic Marketing Executive
Fisher Investments
New York, NY
05.1998 - 05.1999
- Investment Consultant representing the Private Client Group of Fisher Investments, one of the largest Independent Investment Advisory firms in the world.
Investment Specialist
Morgan Stanley
White Plains, NY
04.1987 - 04.1991
- Advised customers on financial investment options and capital expenditures.
- Ensured compliance with regulatory guidelines in all aspects of investment activities.
Education
Teaching English To Speakers of Other Languages
North Carolina State University
Raleigh, NC06-2018
Bachelor of Science - Marketing Management/Finance
Siena College
Loudonville, NYCertified Financial Planner
Pace University Lubin School of Business
White Plains, NYSkills
- Microsoft Outlook, Teams, Slack,
- Attention to Detail
- Multitask
- Easily relate to diverse group of people from all social and economic segments of the community
- Effectively able to work, individually and as a member of a team, with people of different backgrounds, opinions and perceptions
- Building relationships
- Patience and tolerance
- Issue resolution
- Goal oriented
- Data entry proficiency
- Reception management
- Verbal and written communication
- Relationships and rapport
- Community engagement
Affiliations
- Volunteer English teacher in Jaco, Costa Rica October-December 2019
- English Tutor to Parochial Vicar for Hispanic Ministry at Holy Name of Jesus Cathedral in Raleigh, NC December 2010-March 2020.
- Volunteer at Pruitt Health Nursing Home 2012-2019
- Volunteer ESL Teacher at several Christian Churches in NC December 2017-March 2020.
Timeline
Membership Representative
YMCA of Southeastern North Carolina
04.2023 - 11.2024
Strategic Marketing Executive
Fisher Investments
05.1998 - 05.1999
Vice President of Investments
JP Morgan/Chase
08.1993 - 10.2002
Independent Financial Advisor
Wilson and Associates, Inc.
09.1989 - 06.2017
Investment Specialist
Morgan Stanley
04.1987 - 04.1991
Teaching English To Speakers of Other Languages
North Carolina State University
Bachelor of Science - Marketing Management/Finance
Siena College
Certified Financial Planner
Pace University Lubin School of Business
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