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Contact Candidate


Name:

Catherine

Location:

US-Georgia-Atlanta North

Experience:

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

Agent

Personal Website:

Objective:

Work in a leadership position to ensure the goal is completed in the most effective, cost efficient manner.

Resume Text:

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their short and long term financial goals through careful and intelligent financial planning.
· Customized their investments according to their investment personality including their risk tolerances and background.
· Demonstrated an extremely high level of customer service for new and existing clients.
· Gained a thorough understanding of a comprehensive sales approach and marketing plan.

Commerce Science 2/03 - 2/04
IT Director
Understand management desires for the live website. Coordinate with the Romanian programmers on specifications and implement. Understand the intricacies of the site and the most economical and efficient way to program in order to accomplish the goals of the site. Java Server Pages (JSP) and Informix (database) were the primary tools for the site.
CBIZ Century Capital Group (middle market mergers and acquisitions) 5/93 – 1/03
Vice President Communications
Responsibilities included:
· Communication of information between potential strategic and financial acquirers and brokers representing the sell-side client ($20 – $150mm).
· Project Management coordination and management of investment group acquisition criteria and integration into the contact management database.
· Office Manager authority which included all Accounts Payables/Receivables and Human Resources activity and for a short time CFO responsibilities.
· Marketing of firm and sell side companies we represented. Work with management to customize database assisting Investment Bankers for less administrative work.

CERTIFICATION/ LICENSING
· Series 7 – NASD General Securities Representative, Series 66 – NASD Investment Advisor Representative, Uniform Combined State Law
· Insurance (Issued 9/21/2004) Variable and Fixed

EDUCATION:
Georgia State University, Atlanta, GA, Bachelor of Business Administration 2001
Major: Computer Information Systems / CIS


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