Rachel Marsh
Edgewood,KY
Summary
Rachel Marsh
Results-driven Registered Representative known for high productivity and efficiency in task completion. Possess specialized skills in client relationship management, regulatory compliance, and portfolio analysis. Excel at communication, problem-solving, and adaptability, ensuring optimal service delivery to clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Representative
Western & Southern Financial Group
Fort Wright , KY
12.2023 - Current
- Maintained current knowledge of products, services and regulations to ensure compliance with industry standards.
- Developed and maintained relationships with clients by providing financial advice, guidance and services.
- Provided comprehensive financial planning solutions tailored to individual needs and objectives.
Director of Events and Catering
Agave and Rye
01.2020 - 01.2023
- Coordinated with vendors to secure necessary supplies and services for successful event execution.
- Created detailed budgets for each event, monitored expenses, and prepared financial summaries.
- Managed the registration process including creating online forms, tracking payments, and preparing badge lists.
- Developed post-event surveys to assess customer satisfaction levels.
- Supervised a team of event coordinators in planning activities such as catering setup, décor design, audiovisual equipment rentals.
Sales Representative
Trimark sskemp
01.2018 - 01.2020
- Generated new sales leads through cold calling and networking activities.
- Provided technical support for customers using the company's products or services.
- Maintained accurate records of all sales and prospecting activities.
- Researched competitors' products, prices, and sales techniques.
- Collaborated with other departments such as marketing, finance, logistics.
Education
high school diploma -
Saint Henry High School
01.2002
Some College (No Degree) -
Northern Kentucky University
Skills
- Strong analytical skills
- Market research proficiency
- Business prospecting
- Financial services
- Regulatory compliance
- Proficient in Canva, Tripleseat, EzCater
- Financial product sales
- Marketing campaigns
- Sales forecasting
Websites
References
- David Fuehner, Staff Manager, Western & Southern, 8597501693
- Josh Peyton, Director of Financial Operations at Boca Restaurant Group, 5132560508, joshuapeyton11@gmail.com
- Amanda Flood, Brand Consultant, Agave & Rye, 3179469508, amanda.flood@agaveandrye.com
Awards
- Developed a catering program for 15 locations along with an event program for 16 locations with training manuals and protocols. Managed over a 1 million in sales per year.
- Lead my teams through mentorship by developing their skills. Connected with over 200 clients in 5 states.
- Introduced new software to over 75 employees who successfully began using it in their daily jobs.
Certification
- Series 6
- SIE
- Series 63
- Health & Life Insurance
Accomplishments
- Food Service Magazine Cover, Featuring Table Top Design for Son of a Butcher
Timeline
Registered Representative
Western & Southern Financial Group
12.2023 - Current
Director of Events and Catering
Agave and Rye
01.2020 - 01.2023
Sales Representative
Trimark sskemp
01.2018 - 01.2020
- Series 6
- SIE
- Series 63
- Health & Life Insurance
high school diploma -
Saint Henry High School
Some College (No Degree) -
Northern Kentucky University
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