Experienced professional with a successful career in banking, customer service, business development and administration.
Excel at interfacing with others at all levels to ensure organizational goals are attained.
Proactive approach has resulted in capturing numerous accounts and expanding client base.
Possess excellent interpersonal, analytical, and organizational skills.
Excel within highly competitive environments where leadership skills are the keys to success.
An effective manager with the skills necessary to direct, train, and motivate staff to its fullest potential.
Overview
26
26
years of professional experience
Work History
Business Representative/VIP Service Representative
Wynn Resort
Las Vegas, NV
01.2007 - 01.2012
Responsible in a wide array of services essential to the needs of our executive guest and VIP guest.
High-profile management position accountable for ensuring the consistent delivery of guest services and immediately addressing and resolving guest challenges.
Actively promoting company's core values and standard services.
Direct support to the Executive Director of the hotel and assist them in all facets pertaining to VIP guest.
On-site contracts, daily meetings, verification of proper set-ups and in-loads check-ins.
Providing assistance to all VIP guest and time management implementation.
Received numerous awards for excellent in achieving a 100 percent score on the Mobil AAA Diamond and Forbes AAA Diamond consecutively from 2007 to 2011.
Awarded the employee of the Month and the quarterly at Encore and Wynn by the executive management.
Client Services Manager
Stoneridge Equity Partners Inc
Newport Beach, CA
01.2002 - 01.2007
Directed daily operations for client relationship, sales, business development, customer service, and credit analysis.
Managed a staff of 15 administrative and operational staff.
Analyzed financial statements and pertinent information to determine creditworthiness of various accounts.
Counseled corporate clients and high net-worth individuals with regard to their equity investment.
Prepared all legal documents such as investment management agreement, disclosure act, compliance requirements and maintenance of all legal files.
Prepared daily, monthly, quarterly and year-end report for summary audit and compliance.
Increased client retention by 19%, from 72% to 91%.
Proactive planning led to notable increase in morale in the department.
Created client / customer satisfaction survey, drastically reducing potential loss and problems.
Operations Manager
Finance 500 Advisory Services Inc
Irvine, CA
01.1998 - 01.2002
High - profile management position accountable for soliciting business accounts, developing strategic alliance with clientele.
Directed all related operations, administrative and compliance of client portfolios and accounts.
Managed and executed business strategy for an advisory service firm.
Designed and implemented business strategy for marketing and business development on track for a $1.2 million sales and 2nd year profit.
Assisted in gathering over 20 million in assets and oversaw the direct growth of the company through an acquisition from 50 million under management to over 250 million under management in four years.
Operations Manager
Reynolds Kendrick Stratton Inc
Beverly Hills, CA
01.1993 - 01.1998
Responsible for all operations in institutional and equity trading, sales, account reconciliation, settlements, cash disbursements, fund allocations, trading report and daily activity for profit and loss report.
Prepared and monitored account ledger and monthly compliance report.
Initiated and coordinated DVP trades between broker dealers and custodian.
Performed analysis on cash and margin credit and broadly managed diversified account base of over 1300 key retail and institutional client accounts.
Operations Manager
Merrill Lynch International
Beverly Hills, CA
01.1991 - 01.1993
Monitored and established a relationship with major banking institution, domestic and foreign banks for depository, clearing-house third party transaction.
Knowledge of Federal, State NASD and SEC regulation governing.
Operations Manager
Drexel Burham Lambert Inc
New York, NY
01.1986 - 01.1991
Supervised all aspects of administrative operations of the institutional trading and equity.
Prepared and monitored status report in the area of account management.
Coordinated the enhancement of the financial reporting software system. Managed treasury cash account.
Education
International Business -
University of California
Westwood, CA
01.1986
International Business -
New York University
New York, NY
01.1986
Business Management -
Mount San Antonio College
Walnut, CA
01.1984
Skills
LMS
Opera
Delphi hotel management systems
PowerPoint
Excel
MS Outlook
Personal Information
Title: Business Representative/VIP Service Representative
Timeline
Business Representative/VIP Service Representative