SHARI NECKRITZ
Monroe Township,New Jersey
Summary
Accomplished executive with a unique blend of experiences that ensured a successful balance of family and career. Strategic Sales and Marketing professional with strong interpersonal skills. Proven ability to build teams and relationships and implement strategies. Recognized as a team player and client advocate. Effective in creating and maintaining a positive and productive work environment.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Executive Vice President
CHOICE MARKETING GROUP
Monroe Township , NJ
02.2006 - Current
- Identify prospective clients across various industries, including but not limited to financial institutions, insurance companies, retail companies, non-profits, small businesses, and private event planners
- Listen, understand, identify, and provide unique custom marketing solutions to clients utilizing promotional products
- Investigate, analyze, evaluate, and compare products
- Consult on branding for trade shows, conferences, employee recognition, and client gifts
- Work closely with clients to determine target markets, promotion goals, venue options, and themes, all while adhering to budget constraints
- Identify, develop, and maintain long-standing relationships with clients and suppliers
- Provide concise presentations to various audiences
- Sensitive to deadlines, providing timely recommendations
- Adhere to all safety, compliance regulations, and industry standards
- Aware of and communicate current market trends
- Effectively advertise new products through the use of social media
- Monitored competitive landscape to ensure competitive positioning in marketplace.
- Represented the organization at industry events, conferences or trade shows as required.
Director, Service Executive Group
DEUTSCHE BANK PRIVATE WEALTH MANAGEMENT
New York, NY
01.2004 - 01.2006
- Implemented and managed a centralized service model and call center consisting of 18 client service professionals, servicing Investment Management, Trust, Lending and Banking Clients for the Private Bank
- Administered inquiry section of public website and distributed inquiries to appropriate sales professionals
- Motivated, cross trained and developed existing staff to handle all front office cash and securities processing
- Implemented significant staff changes with out any service disruption, including recruiting new hires
- Developed desktop procedures for department, to ensure compliance with internal and Federal Reserve regulations
- Successfully passed all routine audits
- Co-chaired focus groups to foster open lines of communication
- Led the group through a main frame systems conversion, resulting from the banks decision to outsource all Custody Business
- Provided business management support to sales and product groups, coordinating various projects, and absorbing functions previously performed by other areas
- Represented the front office in meeting with operations, compliance, and product groups, ensuring high levels of customer service while adhering to all regulatory requirements
- Reviewed and Resolved complaints and inquiries from department staff, clients and private bankers with appropriate escalations
Director, Business Manager
DEUTSCHE BANK PRIVATE WEALTH MANAGEMENT
New York, NY
01.2000 - 01.2004
- Effectively managed team of 15 sales and service assistants, as well as all administrative staff for US Private Wealth Management, nationwide, allowing sales team to focus on new business initiatives
- Responsible for hiring, training and day-to-day management
- Provided business management support to all US Onshore Sales Professionals
- Acted as liaison between sales and product areas, compliance, controlling, and operations
- Coordinated frequent training with various product areas to ensure the highest level of customer service
- Tracked client complaints to ensure timely resolution
- Served as a member on various management teams aimed at addressing all new regulatory requirements post 9/11
- Identified inefficiencies and streamlined workflows
Vice President, Relationship Associate
BANKERS TRUST PRIVATE BANKING
New York, NY
01.1998 - 01.2000
- Assisted Relationship Managers in all aspects of sales process, from prospecting through deal closing for high-net-worth individuals, family offices and corporations
- Coordinated and attended meetings for prospective high-net-worth clients in such product areas as: Investment Management, Custody, Lending, Trust and Estate Planning, Brokerage, and Capital Markets
- Responded to client inquiries regarding products, investment options, laws and regulations
- Identified cross-selling opportunities
- Performed all due diligence on prospective clients
- Tracked and reconciled pipeline, business won/lost for sales professionals
Assistant Vice President, Relationship Coordinator
BANKERS TRUST PRIVATE BANKING
New York, NY
01.1996 - 01.1998
- Assisted high-net-worth individuals in managing wealth and devising financial servicing solutions across banking, brokerage and fiduciary products
- Acted as single-point of contact, servicing all custody, banking and mutual fund related issues for private clients
- Developed customized reports to help clients better manage and analyze their individual needs
- Functioned as liaison between clients, Investment Advisors and internal Product Specialists
- Prospected calls with sales professionals and identified opportunities to cross-sell bank products
Assistant Treasurer, Custody Officer
BANKERS TRUST PRIVATE BANKING
New York, NY
01.1992 - 01.1996
- Responsible for administration of over 300 Custodian Accounts for Private Clients with total asset base in excess of $600MM
- Assisted internal portfolio managers in various equity and fixed income markets, overseeing all trading activity and maintaining proper cash balances
- Acted as liaison between investment communities & internal securities operations
- Assisted outside investment advisory firms with trade settlements
- Trained and supported users of on-line interactive information system
- Responsible for testing of Performance Measurement System introduced to The Private Bank
Skills
- Proficient in Word, Excel, PowerPoint
- Verbal and written communication
- Talent Acquisition
- Business Planning
- Business Development
- Project Coordination
- Team Management
- Customer care
Affiliations
- Member, Omicron Delta Epsilon, International Economics Honor Society
- Member, Finance Society, Fordham University Graduate School of Business
Certification
Series 7 & Series 24 previously held
Education
Masters of Business Administration, Fordham University, 1999
Dual Concentration: Finance and Management
Bachelor of Arts, State University of New York at Albany, 1992
Major: Communications Minor: Business Administration
Timeline
Executive Vice President
CHOICE MARKETING GROUP
02.2006 - Current
Director, Service Executive Group
DEUTSCHE BANK PRIVATE WEALTH MANAGEMENT
01.2004 - 01.2006
Director, Business Manager
DEUTSCHE BANK PRIVATE WEALTH MANAGEMENT
01.2000 - 01.2004
Vice President, Relationship Associate
BANKERS TRUST PRIVATE BANKING
01.1998 - 01.2000
Assistant Vice President, Relationship Coordinator
BANKERS TRUST PRIVATE BANKING
01.1996 - 01.1998
Assistant Treasurer, Custody Officer
BANKERS TRUST PRIVATE BANKING
01.1992 - 01.1996
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