VICTORIA MARTIN

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

• Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
• Performed thorough market research and competitive analysis to understand and effectively communicate product value proposition.
• Communicated value and position to sales team and developed tools to support selling process.
• Oversaw product development, marketing and launches.
• Planned new product external launch and release while managing cross-functional implementation of plan.
• Collected requirements from end-customers and business partners for product upgrades, added features and new product development.
• Conceptualized and designed abstract ideas, built plans and delivered details to CMO.
• Led staff and external agencies to develop products and promotions, analyze sales, manage trade shows, purchase media, provide creative services and conduct PR.
• Contributed to planning and production of industry events, advertising, direct mail, telemarketing and sales collaterals.
• Managed product development lifecycle from conception to release.
• Optimized segment space automation growth by leading marketing strategy and content creation.
• Developed product and solution positioning, messaging by prospective buyer role and methods to overcome competitive objections.
• Developed and executed go-to-market plans and facilitated internal organizational readiness.
• Continually maintained and improved company's reputation and positive image in markets served.
• Developed strategy and managed market communications that drove product demand.

• Complied with established internal controls and policies.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Developed strategic plans for day-to-day financial operations.
• Supported financial director with special projects and additional job duties.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Utilized financial software to prepare consolidated financial statements.
• Improved overall financial reporting by streamlining control processes and reporting structures.

• Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
• Trained 20+ new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
• Self-motivated, with a strong sense of personal responsibility.
• Proven ability to learn quickly and adapt to new situations.
• Proved successful working within tight deadlines and a fast-paced environment.
• Met training needs with well-organized, factual programs based on contemporary requirements.
• Kept updated with developments in subject area curriculum, technical and career trends and teaching resources and methods.

• Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
• Supervised and trained staff on preparing and delivering drinks, handling food, and money and setting up bar at beginning of shift and breaking down at end of shift to facilitate operations.
• Oversaw and monitored cash drawers and reconciled drawers against cash register reports at close of business.
• Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
• Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines, and mixers.
• Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
• Followed alcohol awareness procedures for preventing excessive guest intoxication.
• Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
• Maintained relationships with restaurant vendors to facilitate effective inventory management and implement cost controls.
• Upsold menu items to customers, driving up per sale revenues and maximizing profits.
• Crafted special drink and cocktail menu items for seasonal offerings.
• Developed new signature cocktails to support bar marketing brand and increase profits.