Darlene D. Valtierra

341 Goldleaf Lane

Jersey City, NJ 07043

(201) 600-7866

FINANCIAL SALES AND RELATIONSHIP MANAGEMENT

·       Excellent record of selling retirement plans and investments to businesses and individuals.

·       Licensed Insurance Salesman in New Jersy.

·       Superb comunication and interpersonal skills. Able to determine client needs and offer projects to help their long-term investment goals.

·       Demonstrated ability to lead projects and ensure smooth plan transitions.

·       Work well independently and as part of a team.

PROFESSIONAL EXPERIENCE

STOOJIAN AND GALETTA – Jersey City, NJ

2004 to Present

INVESTMENT EXECUTIVE

·       Provided consultations to new and established clients regarding 401(k) plans.

·       Improved sales by 35% over previous records through excellent customer service.

·       Presented financial products to business owners, individuals, executives, and HR directors.

·       Taught finance seminars to employees and plan administrators regarding asset allocation and risk reduction.

·       Helped clients choose and design their plans. Provided ongoing education and support.

BLAKE AND EDWARDS – Newark, NJ

2001 to 2004

FINANCIAL CONSULTANT

·       Provided consulting services to small and medium sized businesses.

·       Used innovate marketing to upsell to existing clients and generate business with new clients.

WAYSIDE SECURITIES – Hoboken, NJ

1995 to 2001

VICE PRESIDENT

·       Recruited to work with high-net worth individuals using a consultative sales approach.

·       Identified opporunities for market expansion by focusing efforts on B2B selling and establishing relationships with small businesses.

·       Delivered more than $300,000 in annual gross sales for the first year.

CMSJ Partners – Hoboken, NJ

1989 to 1995

VICE PRESIDENT

·       Provided investment consultations to individuals.

·       Assessed client needs and goals and worked with independent money managers to meet those goals.

·       Delivered quarterly reports to clients.

PRUHOME SECURITIES – Trenton, NJ

1985 to 1989

INVESTMENT EXECUTIVE

·       Provided investment advice to retail clients.

EDUCATION

SCHOOL OF FINANCE (50 credit hours)

Hoboken, NJ

LICENSURE

Registered Investment Advisor

State of NJ Insurance

PROFESSIONAL AFFILIATIONS

Investment Management Consulting Association, Member