Sarah Hickey
Monroe,GA
Summary
A seasoned professional with a strong background in financial services, real estate sales, account management, and logistics coordination. Proven expertise in relationship building, client retention, and development strategies across diverse industries. Adept at financial planning, managing high net worth client portfolios, and providing comprehensive market analysis. Skilled in coordinating cross-departmental efforts to streamline processes and enhance operational efficiency. Committed to ongoing professional development to stay ahead in dynamic economic conditions. Brings a track record of success in training and supervising teams, ensuring compliance with regulatory standards, and leveraging CRM and office management software to drive business growth.
Overview
19
19
years of professional experience
Work History
Financial Service Professional
Preferred Financial Associates
Monroe, GA
01.2023 - Current
- Assisted clients with retirement planning decisions and portfolio reviews.
- Developed financial plans for high net worth individuals, including budgeting and debt management strategies.
- Conducted research on investment opportunities and developed recommendations for clients.
- Maintained accurate records of all client accounts and transactions.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Real Estate Salesperson
Solace Realty
Monroe, GA
04.2019 - Current
- Developed and maintained relationships with potential buyers and sellers to build a client base.
- Negotiated purchase agreements between buyers and sellers to ensure both parties were satisfied with the terms.
- Researched comparable property sales to determine appropriate pricing strategies for listings.
- Coordinated inspections by qualified professionals such as appraisers, surveyors, termite inspectors.
- Created marketing materials such as flyers, brochures, postcards and emails to promote properties.
Account Manager, Preferred Accounts
Nixon Power Services
Lawrenceville, GA
01.2016 - 06.2019
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Created comprehensive reports on account performance and presented them to senior management.
- Provided training and guidance to new Account Managers.
- Managed multiple accounts simultaneously while meeting deadlines.
Sales Office Manager
Shaefer Container Systems
Atlanta, GA
07.2015 - 01.2016
- Assisted in opening North American Headquarters.
- Created and maintained detailed records of sales, customer service inquiries and accounts receivable.
- Developed and implemented strategies to increase customer satisfaction levels.
- Organized and monitored daily activities of the sales staff.
- Provided training on new products and services to the sales team.
Title Specialist
Copart Auto Auctions
Loganville, GA
11.2011 - 07.2015
- Knowledgeable in Georgia and South Carolina title laws.
- Organized and prepared title documents to transfer ownership of vehicles for auction.
- Assisted customers with questions about the titling process or fees associated with it.
- Reviewed state regulations to ensure compliance with rules and regulations governing motor vehicles titles.
- Coordinated with other departments to resolve issues related to titling process.
Logistics Coordinator
Coyote Logistics LLC
Atlanta, GA
05.2005 - 11.2009
- Developed and maintained relationships with vendors, carriers and customers to ensure efficient shipping of goods.
- Organized and monitored the shipment of products in accordance with customer requirements.
- Coordinated daily transportation activities including scheduling, routing, tracking and documentation.
- Collaborated with internal teams to coordinate shipments between multiple locations.
- Resolved any issues or discrepancies related to product delivery or receipt in a timely manner.
Education
Associate of Applied Science - Marketing Management And Research
Gwinnett Technical College
Lawrenceville, GA05.2024
Skills
- Self-Starter
- Customer Relationship Building
- Loan Applications
- Account Documentation
- Developing Policies and Procedures
- CRM and Office Management Software
- Hiring and Training
- Quickbooks
- Administrative Support
- Scheduling and Calendar Management
- Office Supervision
- Organization and Multitasking
Timeline
Financial Service Professional
Preferred Financial Associates
01.2023 - Current
Real Estate Salesperson
Solace Realty
04.2019 - Current
Account Manager, Preferred Accounts
Nixon Power Services
01.2016 - 06.2019
Sales Office Manager
Shaefer Container Systems
07.2015 - 01.2016
Title Specialist
Copart Auto Auctions
11.2011 - 07.2015
Logistics Coordinator
Coyote Logistics LLC
05.2005 - 11.2009
Associate of Applied Science - Marketing Management And Research
Gwinnett Technical College
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