Summary
Overview
Work History
Education
Skills
Timeline
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Patricia Chess

Lake Havasu City,AZ

Summary

Talented Owner with excellent marketing, customer service and facility oversight skills and more than 25+ years of experience. Highly effective and comfortable working with people at all levels during day to day business.


Enjoy problem solving and working with technology.

Overview

38
38
years of professional experience

Work History

Owner/Branch Relationship Executive

Chess Air Inc
11.2001 - 12.2022
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Associate Vice President/Stockbroker

Morgan Stanley - Dean Witter
08.1989 - 05.2001
  • Achieved departmental goals by developing and implementing strategic initiatives.
  • Mentored other Brokers, providing guidance on best practices and strategies to overcome challenges while simultaneously strengthening their professional skillsets in both IPO's and Retirement Accounts.
  • Increased my customer's satisfaction levels by developing targeted marketing campaigns and product offerings tailored to meet their individual needs.
  • Delivered consistent revenue growth by identifying new business opportunities and expanding client relationships. Made on average 200 dials to potential customers per day.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Fostered new business through initiating communications with prospective clients via phone and email .
  • Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
  • Developed custom financial plans tailored to individual client needs, risk tolerance, and objectives.
  • Built strong client relationships through effective communication and understanding of financial goals.

Stockbroker/Registered Sales Assistant

Morgan Stanley Dean Witter
05.1985 - 08.1989
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
  • Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
  • Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.

Education

High School Diploma -

Camden High School
San Jose, CA
06.1971

Skills

  • Customer Relations
  • Small business operations
  • Relationship Building
  • Verbal and written communication
  • Client Service
  • Investor Relations
  • Customer Service
  • Teamwork and Collaboration
  • Customer Retention
  • Revenue Generation

Timeline

Owner/Branch Relationship Executive

Chess Air Inc
11.2001 - 12.2022

Associate Vice President/Stockbroker

Morgan Stanley - Dean Witter
08.1989 - 05.2001

Stockbroker/Registered Sales Assistant

Morgan Stanley Dean Witter
05.1985 - 08.1989

High School Diploma -

Camden High School

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Patricia Chess