MARY WEINGARDT

SUMMARY OF QUALIFICATIONS

A dedicated & talented individual with 15 year’s experience in International business development, relationship management, reporting, training and supervision. Experience in international & national conferences. Well disciplined, with the ability to coordinate multi-faceted projects and manage completion in a timely manner. Strong interpersonal, written and communication skills, with a proven ability to interact with personnel at all levels. Fluent in German.


AREAS OF RESPONSIBILITY
• Business development in both North American and European regions
• Conduct thorough research and analysis of information to provide exacting data for definitive evaluation and use
• Communicate with management and staff assessing information to identify potential problems and recommend workable solutions
• Implement new procedures to consolidate workflow and enhance effectiveness and efficiency
• Train new employees in company practices and procedures
• Manage all aspects of daily office functions including administrative management, financial reporting and inventory control


PROFESSIONAL EXPERIENCE
TD Ameritrade – Indianapolis, IN
Investment Consultant 2007 –2010
Performed financial analyses and developed strategies to achieve client investment goals. Managed 650 accounts. Managed individual accounts valued to $8 million.

• Established a reputation for outstanding performance and business development resulting in a strong referral business
• $70 million+ in new gross assets
• Proven expertise in analyzing financial instruments to include 401(k) 403(b), Profit/ Sharing, S-Corp, LLC, and Estate Accounts
• Most Valuable Player Award 2009
• Improved productivity by implementing a rotating schedule
• Created Job aides to assist junior staff in processing complex procedures for opening new accounts and transferring in new accounts
• Trained staff to identify new business, address drawbacks, and close business
• Created client status reports for senior management


M&I Bank-Indianapolis, IN
Assistant Bank Manager / Investment Executive 2006 – 2007
Developed, managed and cross-sold investments, deposit accounts and loans for commercial & retail cliental for the Central Indiana Banking Market.

• Built and expanded internal and external networks to ensure stream of new business prospects.
• Managed and mentored the Banking Center Staff
• Achieved $1,793,00 in Investment Sales
• Attained $1,500,000 in Loans

Fifth Third Bank- Indianapolis, Indiana
Private Banking Officer / Relationship Manager 2004 –2006
Developed and managed high level client relationships. Provided full service banking and investments to selected high net worth clients and prospects in the commercial and retail market segments. Cross-sold all trust services not directly provided.

• Managed $10 million in client portfolio investments
• Managed $5 million in commercial loans
• Acquired 450 new accounts



Chase / JP Morgan -Indianapolis, Indiana
Relationship Banker 2003 - 2004
Managed investment strategy, asset allocation, financial products & services to clients per clients needs.
Accomplished by exploring each client's financial profile in order to provide creative options & solutions.

• Closed $6 million in sales

Edward Jones - Indianapolis, Indiana 2003
Investment Representative
Developed client base for local branch. Financial planning for clients. Conducted educational seminars on investing basics & retirement planning.

• Closed $1,000,000 in sales

Charles Schwab & Co., Inc. – Phoenix, AZ 2000 - 2003
International Business Development Representative / European Markets (2001 – 2003)
Developed new business in Austria, Belgium, Denmark, Italy, Germany, Netherlands, Norway and New Zealand and Australia. Area of concentration is Germany and Austria due to German language skills and cultural experience.

• Opened up Austria as a new country to European region
• Developed a portfolio of assets equaling $65 million
• Major contributor & trainer for International Training Roundtable, ongoing & new training for employees

Broker, Indianapolis, IN (2000 – 2001)
Provided superior level of trading and client service in Indianapolis in-bound call center. Handle all trading related issues requested by clients, involving financial information research, accurate and timely information regarding account balances, positions and transactions.

• Organized business development team within team, 1 million-dollar goal incoming assets per week achieved
• Chairman’s Club winner, discernment for outstanding performance

Weingardt & Weingardt – Indianapolis, Indiana 1998 - 2000
Accountant/Office Manager
Managed office. Prepared individual and corporate tax returns and financial statements, provided tax and business consultation and administer accounts receivable and payable.

• Instrumental in taking office from a manual to a computerized system
• Through networking of services to a younger age group, thereby increasing revenue base


EDUCATION
Masters of Arts in International Business – 1996
Webster University – Saint Louis, MO & Vienna, Austria – Europe

Bachelor of Arts in Telecommunications – 1992
Indiana University – Indianapolis, Indiana

PROFESSIONAL CERTIFICATIONS
Series 7, Series 63, Series 66

PROFESSIONAL DEVELOPMENT
Completed Moody’s school of Financial Management
Kelly School of Business CPA preparation courses / CPA Candidate
Canon Financial Institute’s Comprehensive Wealth Management School

PUBLICATIONS
World-Wide Sales & Marketing Guide for Ericcson’s BusinessPhone cellular series
Fiber Optics technology as a remote classroom for Indiana University and The State of Indiana