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About Susan Ireland
Copyright 2000-08
Susan Ireland
(510) 524-5238

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BETTY KATZ
123 Lorelei Lane
New York, NY 12345
(123) 555-1234
bkatz32@bamboo.com

OBJECTIVE
A Senior level position at InvestmentOne focusing on
Client Relationship Development / Management and Team Leadership

SUMMARY OF QUALIFICATIONS

* Fourteen years of experience at InvestmentOne, with a broad understanding of the diverse aspects of the firm and the financial services industry as a whole.

* Skilled in maintaining flexibility, resourcefulness and an entrepreneurial spirit during InvestmentOne's tremendous growth in size, capability and profitability.

* Self-directed and effective in taking initiative and developing new programs and services that generate significant revenues and exceed corporate objectives.

* A dedicated and enthusiastic manager, able to motivate teams to perform at their best in providing excellent service and developing ongoing, profitable client relationships.

PROFESSIONAL EXPERIENCE

2004-pres. Eon Partners, Cambridge, MA
Vice President, Marketing

* Created marketing initiatives with partners, including InvestmentOne, Etrade and Ebroker:
- Worked closely with senior executives to develop joint marketing programs that expanded the reach of Eon's product offering.

1991-2004 InvestmentOne, San Francisco, CA
Director, Client Services, 2000-2004

* Designed, built and managed the infrastructure for two new businesses, including the highly successful Corporate Client program, which acquired and developed relationships representing $2.5B in assets within four years.

* Delivered dynamic sales presentations to CEOs and CFOs of large investment banks and negotiated profitable, multimillion-dollar brokerage relationships for the employees of high-end, highly visible financial services firms.

* Cultivated and maintained excellent ongoing relationships with clients, providing communication, expertise and consistently superior service to ensure continued satisfaction and increased business.

* Created, led and developed a productive, highly effective and dedicated 12-member team; trained, motivated and supervised Client Service Representatives and Relationship Managers.

Sales Account Manager, 1999-2000

* Developed new business with firms handling from $40M to over $300M in assets.

* Designed and delivered a strong customer relationship management strategy, providing advocacy and responsiveness to client needs, increasing business participation, and maintaining profitability goals for InvestmentOne.

Regional Sales Support Manager, InvestmentOne Retail, 1996-1999

* Worked closely with Regional Vice President to create sales targets for each of 30 branches, prepare performance reviews and bonus assessments, and resolve client concerns.

* Collaborated with managers to design and implement targeted business development strategies. Created and administered budgets; tracked expenses.

* Conducted in-depth sales and new product training for branch managers.

Business Consultant, 1995-1996
Manager of Project Management, 1994-1995
Internal Auditor, 1992-1994
Broker / Customer Service Representative, 1991-1992

1987-1991 Merrill Lynch, San Francisco, CA
Customer Account Representative

PROFESSIONAL DEVELOPMENT

Ongoing professional development includes:
Effective Presentations
Project Management
Series 7 and Series 63 Licenses