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Summary
Senior Relationship Manager with more than 25 years experience working with CEO's and CFO's for Middle Market companies across various industries
Skills

  • Portfolio Mangement
  • Negotiation and Documentation
  • Product Line Expansion
  • Underwriting
  • Sales

  • Microsoft Office, Excel and Powerpoint
  • Knowledgable in Foreign Exchange, Treasury, Capital Markets, Interest Rate and Commodity Hedging
Experience
06/1989 to Current
Senior Vice President, Relationship Manager Wells Fargo Bank, N.A. Ft. Lauderdale, FL
- Develop and maintain customer relationships with Companies that have revenues between $50MM and $500MM generating $8MM in annualized profit
- Advise on treasury needs and help customers mitigate operational risks
- Originate, underwrite, and structure complex credit facilities for new and existing customers
- Work closely with partners to deliver Bank products and services while balancing the customers' needs with risk tolerance
- Mentor and assist in the development of newly hired Relationship Managers to the team
- Maintain an active calling presence in Broward and Palm Beach Markets 
01/1988 to 06/1989
Real Estate Lender Bank of Ravenswood (acquired by Chase) Chicago, IL
03/1986 to 01/1988
Commercial Real Estate Lender Valley National Bank of Arizona (acquired by Chase) Phoenix, AZ
05/1985 to 01/1986
Credit Analyst Comerica Bank Detroit, MI
07/1981 to 05/1985
Accountant and Auditor Security Bank Corp. (acquired by PNC) Bay City, MI
Education and Training
1985
MBA: Finance Central Michigan University Midland , MI
1981
Bachelor of Science: Finance Central Michigan University Mt. Pleasant, MI
Professional Affiliations
Women In Distress of Broward County - Board of Directors, current Board Chair
Teaching Experience:
- Park University, Luke Air Force Base, Phoenix, AZ - Finance, 1986
- American Institute of Banking - Analyzing Financial Statements, 1
- American Institute of Banking - Accounting, 1
- Junior Achievement - Project Business (grades 2-5), 1
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Professional Summary

Ambitious individual with experience in the Legal / Client Relations field. Seeking employment in a law firm, client based company and or eager to learn a new skill. Ready to apply all my knowledge and experience as I embark on a new opportunity. Motivated to continually improve and extend personal skills, and knowledge to attain increased responsibility and opportunities for professional growth.

Skills
  • Excellent investigative and reporting skills
  • Strong work ethic
  • Fluent in New York City Electronic Filing System
  • Computer Literate. Exceptional with Microsoft Office ( Word, Excel, Power-point
  • Project management
  • Self-motivated
  • Exceptional writer
  • Fluent in case management software Saga , Time Matters and Trial Works.
  • Analytical
  • Exceptional writer
  • Strong verbal communication
Work History
Paralegal , 08/2019 to Current
The Law Office Of William A. Gallina, LLP Bronx, NY
  • Managed over 100 cases
  • Opened up new files in Trial Works application
  • Corresponded with medical offices and hospitals to obtain client medical records.
  • Collected data from client media and sources to prepare for litigation.
  • Organized evidence, exhibits, motions and subpoenas to support cases and prepare for trial.
  • Assisted with client interviews and took meticulous notes for inclusion in reports.
  • Created highly researched and articulate legal paperwork such as pleadings, discovery demands and responses.
  • Conferred with clients and other involved parties to gather and track case information.
  • Drafted correspondence and disseminated materials to appropriate parties.
  • Wrote and filed pleadings with court on schedule to maximize case success.
  • Supervised appointment scheduling for attorneys and made adjustments and changes through Trial Works application.
  • Corresponded with insurance companies regarding settlements.
Managing Workers Compensation Paralegal, 06/2018 to 06/2019
Law Office Of Joseph A. Romano Bronx , NY

- Manage 300+ Client Case Load

- Manage Workers Compensation Settlements from inception to closing

- Negotiate settlements for SLU & SEC32

- Handled Loss Time/No Loss time cases

- Answered calls, emails and faxes per day, addressing customer inquiries, solving problems and providing new product information.

- Acted as liaison between multiple attorneys involved in complex legal issues

- Obtained documents, clearances, certificates and approvals from local, state and federal agencies

- Copied, logged and scanned supporting documentation and placed all information in client files.

- Verified data integrity and accuracy.

CLIENT SPECIALIST PARALEGAL, 12/2017 to 05/2018
MCCABE WEISBERG & CONWAY New Rochelle, NY
  • Provided an elevated customer experience to generate a loyal clientele.
  • Handled all customer relations issues in a gracious manner and in accordance with company policies.
  • Assisted counsel in preparing answers, providing documentation and information for discovery request.
  • Maintained ongoing communication with opposing parties from discovery to trial phase.
  • Created weekly, monthly and quarterly client reports
  • Conducted detailed client intakes and entered information into company database.
LITIGATION PARALEGAL, 08/2017 to 12/2017
DEREK SMITH LAW GROUP, PLLC New York, NY
  • Developed and managed up 200 cases.
  • Interacted with clients daily
  • Drafted EEOC Charges, Performed Discovery.
  • Corresponded with opposing counsel and courts
  • Performed secretarial duties such as answering calls, emails, drafting of letters, demands etc.
  • Organized files
  • Conducted research for upcoming cases for the firm' attorneys.
  • Attended depositions and drafted summaries immediately afterwards.
LITIGATION PARALEGAL, 08/2015 to 08/2017
KASTON & ABERLE, LLP Mineola, NY
  • Drafted Legal documents ( Bill of Particulars , Combined Demands , Notice for D&I , Supp BP )
  • Research
  • Prepared legal briefs, motions and pleadings.
  • Communicated pertinent information to clients via phone, email and mail.
  • Drafted, signed and certified key legal documents for judicial review.
  • Maintained ongoing communication with opposing parties from discovery to trial phase.
  • Communicated with outside vendors on behalf of attorneys and legal departments.
  • Assisted counsel in preparing answers, providing documentation and information for discovery request.
LEGAL ASSISTANT, 01/2015 to 05/2015
INTERN | POWELL & ROMAN, LLC New York, NY
  • Filing Document's.
  • Legal Research.
  • Court Appearances.
  • Interpreted laws, rulings and regulations for individuals and businesses.
  • Prepared witness, discovery, pleading, trial and exhibit binders for oral argument and depositions.
  • Produced legal documents such as briefs, pleadings, appeals, wills and contracts.
  • Organized and maintained law libraries, documents and case files.
Education
Associate of Applied Science: Paralegal Studies , 2015
New York Career Institute - New York, NY
  • Coursework in Torts, Family Law, Law Office Management, Psychology, Sociology, Legal Research
  • Graduated with Honors ( 2 terms on the deans list)
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Professional Summary
Objective: To secure a position in the culinary field to further my education and improve work experience
  • Energetic culinary professional with a blend of creativity, passion for food and exceptional cooking and knife skills. Works well as a dynamic leader and team player in high-pressure settings.
Skills
  •  Serve Safe Certified
  • Highly organized, with excellent time management skills with the ability to multitask in a fast-paced high pressure environment.
  • Cash handling experience
  • Reliable team player

    • Customer Service experience.
    • Proficient in Windows, Word, Excel.
    • Beautiful presentation of food
    • Institutional and batch cooking
    • Strong attention to safe food handling procedures
    • Positive attitude
    Work History
    Chef , 03/2016 to Current
    The 2nd Fork Catering Los Angeles, CA
    • Preparedand served food and meals in accordance with planned menus, diet plans, portions.
    • Developed menus, pricing and special food offerings to increase revenue and customer satisfaction. Planned lunch, dinner and bar menus, as well as special menus for in-house special events and catering.
    • Regularly interacted with guests to obtain feedback on product quality and service levels.
    • Maintained smooth and timely operations in preparation and delivery of meals.
    • Collaborated with other vendersfor major events such as weddings and private corporate parties
    • Adjusted monthly menus to maximize use of seasonal local ingredients and delicacies.
    • Cleaned and organized eating, service, and kitchen areas




    Real Estate Assistant , 02/2016 to 12/2016
    Momika Sundder Woodland Hills, CA
    • Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records.
    • Maintained appropriate filing of personal and professional documentation.
    • Supervised household staff, contractors and vendors.
    • Answered a high volume of phone calls and email inquiries.
    • Filed paperwork and organized computer-based information
    • Met and maintained tenant relationships and living quarters.
    • Monitored premises, screened visitors, updated logs and issued passes to maintain security.
    Sous Chef, 09/2015 to 03/2016
    Terrine West Hollywood
    • Supervised kitchen staff of 20 people and ensured proper event set-up, food preparation, kitchen clean-up and proper shut down.
    • Received and delivered quality products to restaurant from supply warehouse in a timely manner.
    • Adjusted monthly menus to maximize use of seasonal local ingredients and delicacies.
    • Baked, roasted, broiled, and steamed meats, fish, vegetables, and other foods
    • Cleaned and inspected galley equipment, kitchen appliances, and work areas
    • Cooked food according to menus, special dietary or nutritional restrictions, and numbers of portions

    Grill/ Saute , 04/2013 to 06/2014
    Firefly Studio City, CA
    • Reduced food costs by using seasonal ingredients, setting standards for portion size and minimizing waste.
    • Verified proper portion sizes and consistently attained high food quality standards.
    • Led shifts while personally preparing food items and executing requests based on required specifications.
    • Enhanced and maintained the central standardized recipe and ingredient repository, including nutritional and cost information.
    • Cooked and served food and meals in accordance with planned menus, diet plans, recipes, portions, temperature control procedures and facility policies.
    • Floater
    Garde Manger/ Saute Cook, 05/2012 to 04/2013
    The Heathman Restaurant Portland, OR
    • Maintained smooth and timely operations in preparation and delivery of meals and kitchen sanitation.
    • Properly labeled and stored all raw food ingredients including produce, meat, fish, poultry, dairy and dry goods in the appropriate storage room, walk-in refrigerator, freezer or cooler.
    • Also helpped with banquets and other events as needed.
    • Changed and sanitized all cutting boards, benches and surfaces when beginning a new task to avoid cross-contamination.
    • Cooked and served food and meals in accordance with planned menus, diet plans, recipes, portions, temperature control procedures and facility policies.
    Sales Rep., 01/2012 to 08/2012
    Vonage Phone Service Portland, OR
    Worked with customers decide on a phone plan.
  • Set up and managed accounts for customers.
  • In put sales to a national data bank.
  • Assisted customers with questions, concerns and problems.
  • Garde Manger , 07/2011 to 04/2012
    Trader Vic\'s Portland, OR
  • Experience working Pantry, Fryer, Wok Burner and Flat top.
  • Maintain safe temperatures of food being served.Maintain organization and cleanliness back of house during and after service.
  • Verified proper portion sizes and consistently attained high food quality standards.
  • Accurately and efficiently prepared healthy, delicious fish, meat and vegetable-based dishes.
  • Server/ Hookah Tender , 07/2011 to 02/2012
    Joe\'s Hookah Catering Sherman Oaks, CA
    Maintained routine, order and energy in a fast-paced environment.
  • Worked closely with management.
  • Displayed enthusiasm and knowledge about the restaurant\'s menu and products.
  • Set dining tables according to type of event and service standards.
  • Provided friendly and attentive service.
  • Routinely cleaned work areas, glassware and silverware throughout each shift.
  • Seating Host, 02/2010 to 12/2010
    Carnival Restaurant Sherman Oaks, CA
    Addressed and resolved customer requests, complaints and inquiries Sherman Oaks, California ⋅
  • Took phone and take-out orders
  • Provided highest quality of customer service to customers by making seating arrangements and reservations.
  • Maintained sanitary standards throughout kitchen, dining area, and dish pit
  • Marketing Rep./ Assistant, 06/2010 to 11/2010
    Boulevard Investment Group Los Angeles, CA
    • Targeted both offline and online consumers by designing a multi-pronged and comprehensive marketing strategy.
    • Work closely with the ECO to strategize new marketing tactics.
    • Developed partnerships with local businesses to secure third party promotions.
    • Worked closely with clients to identify their needs and challenges and provide solutions-oriented campaign themes.
    Education
    Associate of Arts: Culinary, 12/2011
    Le Cordon Blue - Portland, OR
    Associate of Arts Pierce Community College - Woodland Hills, CA
    El Camino Real High School - Woodland Hills, CA
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    EXECUTIVE PROFILE

    Account Executive / Relationship Manager with 15 + years of proven success exceeding quotas. Areas of expertise include: Software, Salesforce, SaaS, DATA, Healthcare, Analytics, Business Information. My current position is a real estate agent because I stepped away from my Account Executive position with Dun and Bradstreet to care for children and aging parents, selling real estate when time permitted. My child-rearing experience coupled with selling real estate has enhanced my talents in leadership, teamwork, determination, and prioritization as I managed multiple schedules, trained others, enforced rules and provided around-the-clock care. I am now settled and prepared to get back into the workforce as an Account Executive. I have kept  informed of technology and industry changes and am very tech savvy. I am very motivated to return strong as an Account Executive and exceed quotas as I have consistently done in the past.

    Highlights
    • Selling Cloud SaaS and Data Solutions at C-Level
    • Leads long sales process with large complex accounts  
    • Managing large clients such as Getty Images, Amazon 
    • Excellent Written And Verbal Communication skills 
    • Exemplary Negotiating skills and persuasive abilities 
    • Strategic Analytical Math Skills 
    • Solving Business Problems / Cost / ROI Sills
    • Managing complex sales cycles (6 mo to 18 mo.) 
    • Project Management / People management
    • Collaborative Team Player and Leader
    • Needs Analysis / Decision Makers, Influencers, Politics
    • Salesforce / Reporting / Time Management
    PROFESSIONAL EXPERIENCE
    REAL ESTATE AGENT
    June 2017 to Current
    HOMESMART REAL ESTATE Scottsdale, AZ
    • Developed Market Analysis and Strategic Business plan
    • Conducted Scheduled Cold Calling and Prospecting
    • Managed buying and selling transactions, including Negotiating and Closing
    • Marketing, including Social Media and Digital Marketing
    • CRM Reporting all Sales and Budget Activities 
    REAL ESTATE BROKER ASSOCIATE
    June 2009 to August 2016
    COLDWELL BANKER REAL ESTATE Seattle, AZ
    • Developed Market Analysis and Strategic Business plan
    • Property Management and Commercial expertise
    • Managed buying and selling transactions, Negotiating and Closings
    • Marketing,  including Social Media and Digital Marketing
    • Implemented Strategic Monthly Sales Plans and Forecasting
    • CRM Reporting all Sales and Budget Activities
    RELATIONSHIP MANAGER
    June 2006 to June 2008
    DUN AND BRADSTREET Short Hills, NJ
    • Sold Analytic, Data, and Cloud Applications to Senior Mgt and Department Heads 
    • Collaborated with Channel partner, Salesforce to do Demos and drive sales
    • Managed large complex accounts such as T Mobile, Getty Images and Starbucks
    • Exceeded Renewal Quota, 101% and Business Quota, 116%
    • Developed and executed Territory and Account Plans 
    • Vast knowledge of Analytics, Software, SaaS, Database and Data Integration solutions
    • Understand customer's business model, desired outcomes and pain points to articulate the value of solutions
    • Negotiated Multi-year contracts for 25% of portfolio, providing 2- 3 years of revenue
    • Communicated customer's needs to team throughout all phases ( Plan, Integrate, Install, Manage)
    • CRM / Salesforce Proficiency for Sales and Budget Reporting,  Account Planning and Time Management
    • Leverage knowledge of industry challenges and Needs Analysis
    HOSPITAL SALES ACCOUNT EXECUTIVE
    November 2002 to April 2006
    ABBOTT LABORATORIES Abbott Park, IL
    • Developed relationships with hospitals, teaching institutions, prescriber' s and managed care organizations
    • Consistently exceeded sales quota by 15-30%
    • Ranked # 3 Regionally Sales Quota for Launch of Departed Extended Release
    • Facilitated a formulary change for a key hospital resulting in a $320,000 increase in revenue
    • Effectively engaged in dialogue with physicians on complex subjects
    • Educated doctors, nurses and residents as to the proper use of Abbott's products
    • Respected as subject matter expert on multiple disease states to influence stakeholders
    • Reported all Sales and Budget Activities in CRM system timely and accurately
    MAJOR ACCOUNTS DISTRICT MANAGER
    April 1998 to September 2002
    ADP- AUTOMATED DATA PROCESSING Roseland, NJ
    • Sold Human Capital Management Solutions and Workforce Management Services, including Channel Partner solutions to Employers across all industries in the ADP Major Account Market.
    • Consistent over achievement of quotas, 1
    • Awarded Highest Dollar Volume, 2001
    • Awarded Highest Percentage of Quota, 2001
    • Awarded Major Accounts District Manager of the Year, 2001
    • Awarded Major Accounts District Manager Benchmark Award, 2001
    • Awarded Major Accounts Presidents Club Awards, 1999, 2000, 2001
    • Recognized top performing Hunter
    • Managed complex accounts such as Amazon, Accenture and F5
    • Respected customer resource with vast knowledge of Software / SaaS, Information, Data Services, Data Integration, Salesforce, Workforce Management / Human Capital Management Services
    FRANCHISE SALES CONSULTANT
    January 1995 to January 1998
    PRUDENTIAL REAL ESTATE | HSF FRANCHISE SALES Irvine, CA
    • Sold Prudential Real Estate franchise in WA, OR, UT and WY
    • Achieved unprecedented market share and income increases in WA, OR, UT and WY
    • Developed Market Analysis and Territory Business Plan to achieve quotas
    • Sold Prudential Real Estate franchises to the largest real estate companies in Seattle and Yakima
    • Assisted Key Prudential Real Estate offices increase income by 40% through mergers and acquisitions
    • Developed strong relationships with prominent brokers to facilitate sales through validation
    • Consistently over achieved sales quotas 118% -129%
    FRANCHISE SALES ACCOUNT EXECUTIVE
    January 1987 to January 1995
    REALOGY | COLDWELL BANKER AND C21 FRANCHISE SALES Madison, NJ
    • Consistently exceeded gross commission and sales quotas 1
    • Ranked #2 National Franchise Sales 1992
    • Ranked #3 Nationally Gross Commission Income 1991
    • Century 21 Franchise National Sales Rookie of the Year 1989
    • Merger/ Acquisition Specialist, assisting Coldwell Banker Affiliates to increase sales 20%
    • Conducted Territory Market Analysis to achieve quotas within budget
    • Created Territory Business Plan to identify, advance and close deals to reach goals
    • Prepared monthly/quarterly Forecasts through Analysis of Key Performance Indicators 
    • Designated National Advertising Marketing Representative to brokers
    • Designated National Convention Representative and Field Trainer
    • Ensured FTC regulations on franchise disclosure documents were complied with 
    Education
    BBA : Bachelor Business Administration Eastern Michigan University Ypsilanti, MI, United States
    Professional Training
    • Salesforce Power User
    • Strategic Selling Certified
    • Spin Selling Certified
    • ADP Sales Training
    • https://www.linkedin.com/in/nancy-sylvain