annie fpqp
client implentation analyst
united states
san francisco
investment management
investments, mutual funds, credit, series 63, alternative investments, asset allocation, financial services, wealth management, business development, series 7, retirement planning, portfolio management, salesforce.com, asset managment, series 66
Experience
director of client services and ea to greg o'donnell
o'donnell financial
client associate - special projects
larkspur financial advisors
social media manager
parker's crazy cookies llc
sales associate
forward investing
An internal sales position focused on designing, implementing a comprehensive strategy for sales territory with my external counterpart focused on driving sales, servicing existing clients, and increasing interest in the firm.
financial consultant
wells fargo advisors
assistant vice president, business deposit consultant
wells fargo
As a business deposit consultant, I was focused on helping small businesses with their cash flow needs. I would bring in treasury services, credit, wealth management, foreign exchange and private client services depending on the needs of the business owner.
service sales executive
plumtree software
Focused on renewing existing contracts of clients, primarily focused on the east coast an Europe. Also responsible for training all new service sales associates.
territory manager new york, new jersey and pennslyvania
intraware
Software sales associate primarily focused on selling Sun Microsystems' products and creating key account relationships. Sales from all inside reps, and account renewals reps rolled up to me, and I handled all larger deals.
account renewal representative
intraware
Responsible for renewing all maintenance contracts for Sun Microsystems deals handled by Intraware. Was the only representative handling renewals for 7 months, and then handled the east coast and European deals.
inside sales associate
intraware
business development officer
pensco trust company
client implentation analyst
aperio group, llc
Education
the college preparatory school
orinda intermediate school
university of colorado boulder
pre law
annie fpqp's Contact Information
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