Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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TARA Czepiga

Lawrenceville,NJ

Summary

Highly motivated and experienced financial sales executive with award-winning records of achievement. Proficient at working independently and exceeds goals consistently. Proactive and results oriented executive. Increasing sales and customer base while staying ahead of the competition. Proficient at Salesforce/CRM/Database. Creative and organized Assertive and self-motivated. Strong decision making and marketing skills Personable, creative, and problem solver Self-motivated expert multitasker; proficient at achieving results.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Merrill Edge
Lawrence, NJ
09.2019 - Current
  • Hold current SIE , Series 66 and Series 7 licenses
  • Managed 178 Households and $20 Million assets under management efficiently by preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Grew my client base by upwards $2million per year.
  • Consistently hit and exceeded performance goals by 150% plus on a quarterly basis.
  • Cultivated and strengthened relationships with new clients through executing thorough onboarding process
  • Worked with bank customers to understand requirements and provide exceptional investment and financial service
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.

Relationship Manager

Bank of America
Fairless Hills, PA
01.2017 - 09.2019
  • Mastery of Database/CRM and Salesforce platforms.
  • Operated in a self-directed environment with minimal input to solve problems and implement resolutions.
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements to increase profitability and sustain customer base.
  • Worked with the Financial Center Managers ,Market Leaders, and key stakeholders to facilitate communication and deliver personalized solutions to top clients.
  • Exceeded quarterly sales and behavior goals by over 115%.

Business Account Executive

Complete Document Solutions
Philadelphia, PA
06.2017 - 11.2017
  • Implemented marketing strategies which resulted in 12% growth of customer base
  • Met with clients to generate new business and negotiate contracts which resulted in 10% increase in customer aquisition
  • Established key procedures for teams preparing documentation, models, and presentations, staying above the competition

Solutions Specialist

Verizon Wireless
Princeton, New Jersey
01.2013 - 01.2017
  • Generated 24% of new direct customer business with personal sales growth of 30%
  • Developed 20% of new Business to Business volume
  • Increased personal volume by 45%
  • Achieved ranking in the top 10% of the entire Philadelphia Region of 3,000 sales associates consistently
  • Cultivated strong business relationships with customers to drive business and increase margins

Navicore

Freehold, New Jersey
  • Initiated a personal budget management tool for 500 clients.
  • Increased company sales 23% over two years.

Education

Bachelor of Arts - Psychology

Ramapo College of New Jersey
2009

Skills

  • FINRA License Series 7
  • Series 66
  • SIE
  • Sales Presentations
  • Financial Advising and Planning
  • Proficient at Salesforce/CRM/Database
  • Assertive and self motivated
  • Expert multitasker, proficient at achieving results
  • Strong Market Knowledge, decision making and marketing skills

Affiliations

  • Member, Big Brothers and Big Sisters, 2017 to Current

Timeline

Financial Advisor

Merrill Edge
09.2019 - Current

Business Account Executive

Complete Document Solutions
06.2017 - 11.2017

Relationship Manager

Bank of America
01.2017 - 09.2019

Solutions Specialist

Verizon Wireless
01.2013 - 01.2017

Navicore

Bachelor of Arts - Psychology

Ramapo College of New Jersey

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TARA Czepiga