MassMutual Financial GroupBusiness/Marketing Coordinator
Nov. 2012 - Jun. 2015san francisco bay area· Served as an assistant for three top performing financial advisors with a focus on prospecting new accounts. · Analyzed confidential information, prepare reports, manuals, agendas, rate cards and general correspondence. · Assisted sales and marketing with creating presentations, pre-emptions and research client discrepancies. · Administrative duties to include but not limited to sending out monthly invoices, bank deposits, sort daily mail and accurate record keeping. · Completed a multitude of projects while adhering to strict deadlines.