sara anderson

* Familiarize myself with various financial software systems through daily usage. * Prepare and generate client documents for appointments, requests, and office use. * Interact with clients through meetings, phone calls, and email. * Discover prominent prospects and introduce to services offered. * Responsible for providing updated forms and adhering to strict filing/office procedures. * Partake in various market insight calls, weekly web training, and online research.

*  Exploit customer service skills in dealing with customer inquiries and complaints in a * polite and efficient manner. *  Utilize effective persuasive skills in sales to sway customers to buy certain items. *  Plan, order, and organize merchandise to appropriately cater to the wants and needs of * customers.

* Assist with client portfolios. * Consistently reach my goal to gain four new prospective clients a day through cold calling. * Create and maintain a more efficient filing system. * Investigate and identify potential customers and competitors.

*  Collaborate with the President of the PETCO foundation and the President of the PETCO Philanthropy team to increase income through grants and fundraising. *  Successfully wrote two capital grants which raised a total of $80,000 for Wright Way Animal Rescue. *  Produced and was awarded with two product support grants which allowed Wright Way Rescue to partner and conduct adoption events at local pet stores. *  Assist in the design and implementation of the organizations goal based strategic plan. *  Created and maintain a yearly sponsorship program to increase the donor base. *  Responsible for planning, creating, and sending a monthly newsletter and e-appeal to approximately 4,000 individuals.

Course Work","Financial Accounting Financial Management","Money and Banking Securities and Markets","International Finance Creativity and Entrepreneurship","Minored in Management"]