Summary
Overview
Work History
Education
Skills
Timeline
Generic

Peter Heraty

New Bern,NC

Summary

Well-organized and creative Merchandising professional successful at representing consumer tastes and needs in retail market. Accurately assess competition and pursues effective ways to boost sales and reinforce client brands. Methodical Visual Merchandiser offering [Number] years of experience creating memorable and effective visual displays for both interior and exterior applications. Skilled in acquiring and applying product knowledge to drive sales and manage overstock. Aiming to fulfill role of increased responsibility to contribute immediate value to [Company] team. Enthusiastic individual experienced in stocking shelves for variety of organizations. Offering engaging and pleasant personality combined with background building customer relationships. Effective merchandising professional bringing demonstrated success in leveraging visual display prowess to express brand vision. Over [Number] years of fashion industry experience. Quick-learning and creative with aptitude for surmounting challenges.

Overview

24
24
years of professional experience

Work History

Merchandiser

TNG Retail Services
02.2005 - 04.2019
  • Developed and deployed store-level product training materials to mentor staff on new products and sales techniques.
  • Used props and lighting to enhance appearance and visibility of displays.
  • Enhanced overall store appearance by applying careful consideration to product and display locations.

Personal Banker

Citibank
02.2001 - 02.2005
  • Followed up with customers to gather feedback and provide additional assistance.
  • Verified customer identity and reviewed documentation for accuracy.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Presented new and additional products and services to existing customers.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Tracked and processed customer account requests and applications.

Financial Advisor

TD Ameritrade Inc.
02.1998 - 02.2001
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Advised clients on investments, retirement and estate planning.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Educated clients on financial topics and best practices.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Financial Advisor

Prudential Securities
02.1995 - 02.1998
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Advised clients on investments, retirement and estate planning.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Education

Master of Arts - History

University of Illinois At Urbana-Champaign
Champaign, IL
06.1967

Skills

  • Pricing Controls
  • Window Displays
  • Retail Buying
  • Product Inventory Counts
  • Vendor Relations
  • Visual Displays
  • Supplier Audits

Timeline

Merchandiser

TNG Retail Services
02.2005 - 04.2019

Personal Banker

Citibank
02.2001 - 02.2005

Financial Advisor

TD Ameritrade Inc.
02.1998 - 02.2001

Financial Advisor

Prudential Securities
02.1995 - 02.1998

Master of Arts - History

University of Illinois At Urbana-Champaign
Peter Heraty