Summary
Overview
Work History
Education
Skills
Timeline
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Tara Moshier

Knoxville,TN

Summary

Dynamic Account Manager with a proven track record at Alpha Zone Energy, adept in client relationship building and needs analysis. Skilled in CRM systems, consistently enhancing business process optimization and sales development.

Overview

22
22
years of professional experience

Work History

Account Manager

Alpha Zone Energy
04.2014 - 06.2022
  • Fielded 150 calls per day, soliciting new investors. Educated potential clients on oil and gas exploration projects.
  • Managed 30+ investor accounts valued at $10mln: Provided quantitative data from geological surveys, and drilling projects.
  • Prepared quarterly summations for investors.

Financial Foundations Specialist

USAA
06.2008 - 04.2014
  • Used effective communication to guide members through the loan process: Analyzed applicants’ financial status, and credit to determine the appropriate loan product to meet the guidelines, and the needs of the client.
  • Identified opportunities to drive new business development, increasing existing clients’ lines of business with association.
  • Presented financial plans and investment recommendations to clients.

Account Manager

Dell Computers Corporation
10.2000 - 06.2004
  • 2000 Managed high-valued customer account, American Airlines: Formed relationships, evaluated needs, aligned benefits, offered appropriate software, and hardware solutions; 126 new clients established.
  • 2003 Appointed project leader by upper management: Presented “Best Practices and Successful Sales Strategies and Theories” to salesforce.
  • Championed DELLWARE PROJECT: Sold the most computer accessories on the floor in 2003: “Upselling the Box” resulted in increased revenue by 14%.

Education

Bachelor of Arts - Mass Communications

Stephen F. Austin State University
Nacogdoches, TX

Skills

  • Business Development
  • Account Management
  • Building Rapport
  • CRM Systems
  • Consultative Sales
  • Fundraising
  • Business Process Optimization
  • Market Forecasting
  • Reporting and Analytics
  • Cross Function Collaboration

Timeline

Account Manager

Alpha Zone Energy
04.2014 - 06.2022

Financial Foundations Specialist

USAA
06.2008 - 04.2014

Account Manager

Dell Computers Corporation
10.2000 - 06.2004

Bachelor of Arts - Mass Communications

Stephen F. Austin State University

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Tara Moshier