Pam Trotta

• Increased sales by offering advice on purchases and promoting additional products.
• Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
• Achieved monthly sales goals by promoting product benefits and enrolling new clients.
• Oversaw hiring, adding valuable, talented professionals to strengthen management team.
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
• Monitored industry trends, keeping current on latest changes and competition in industry.

• Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positionsMade fast decisions based on fluctuating market resulting in profit of $1million
• Made fast decisions based on fluctuating market resulting in profit of $2million.
• Collaborated with analysts and coverage traders to distribute relevant market information.
• Maintained relationships with clients long term.

Executed all stock trades for various Senior Portfolio Managers

• Examined financial statements and records to collect important details and verify calculations.
• Monitored trades in each portfolio for correct postings
• Reconciled bank statement with Managed portfolios
• Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Carried out day-to-day duties accurately and efficiently.
• Improved operations through consistent hard work and dedication.

• Updated spreadsheets and created presentations to support executives and boost team productivity.
• Organized envelopes, postage and mail correspondence for staff and leadership.
• Organized and coordinated conferences and monthly meetings.
• Transcribed meeting minutes to support sales, business development and senior management teams.
• Processed travel expenses and reimbursements for executive team and senior management group.
• Facilitated training and onboarding for incoming office staff.
• Created expense reports, budgets and filing systems for management team.
• Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
• Answered high volume of phone calls and email inquiries.
• Screened personal and business calls and directed to appropriate party.
• Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
• Worked with senior management to initiate new projects and assist in various processes.