Helen T. Diehl resume!
HELEN T. DIEHL
Ivyland, Pennsylvania 18974
CUSTOMER RELATIONS/SALES/MARKETING
Successful relationship-building expert with years experience in assessing client needs, driving account development, and ensuring customer satisfaction for financial services & wine organization. Superior interpersonal skills and communication capabilities to plan events for clients, and community. Proven leader committed to executing complex projects, exceeding client expectations, and quickly learning new fields of knowledge.
Event Planning and Management • Relationship-Building • Decision-Making • Interpersonal Communication • Business Development • Account Management • Multi-Tasker • Team Leadership Client Needs Assessment • Customer Service • Relationship Development • Project Execution Employee Motivation • Sales Negotiation• Fundraiser Organization
PROFESSIONAL EXPERIENCE
TERRANOVA WINE IMPORTS, Philadelphia, Pennsylvania • March 2008-Present
Importer & Distributor of Italian Wine.
· Attend tastings
· Work Wine Events, Pour Wine & Educate consumers
· Identify potential customers (restaurants, retail stores) & arrange meetings
· Develop relationships within wine industry
DREXEL HAMILTON, Philadelphia, Pennsylvania • Sept 2008-Sept 2011
Institutional Service Disabled Veteran Owned Small Business broker-dealer specializing in sales,
trading and corporate finance.
Director of Equity Trading
· Helped start up the business.
· Ensured proper and timely executions.
· Assisted in identifying and implementing systems.
· Administered the firm’s regulatory compliance program
· Trained and prepared disabled veterans for work at financial services companies through our non-profit Wall Street War Fighter Program.
MCNAMARA TRADING CO., Philadelphia, Pennsylvania • 1992 to Sept 2008
A small sell-side brokerage firm serving major institutional accounts nationwide.
Senior Vice President
Assess stock opening data and solicit information from traders to identify both sides of trade and lead negotiations. Forge strong relationships with key accounts. Manage incoming orders by determining how and when to execute. Supervise 1 assistant.
- Built book from ground up, from very few accounts to a billing high of $1M annually.
- Served as key regional broker for A.G. Edwards account and developed account from scratch.
- Participated in corporate fundraisers, the One-on-One Mentoring Program and St. Jude Research Hospital.
JANNEY MONTGOMERY SCOTT, Philadelphia, Pennsylvania • 1988-1992
An organization providing wealth management, financial, and investment banking services to customers nationwide.
Stock Execution Supervisor
Collected and analyzed morning stock indications for traders. Executed orders on Philadelphia Stock Exchange/Options floor as member of 2-person Execution Booth. Ensured NASD and SEC compliance for all transactions. Supervised 1 employee.
- Grew DOT Execution Service accounts 25% and oversaw DOT client activities to ensure outstanding customer satisfaction.
EDUCATION
Bachelor of Arts in Finance
LaSalle University, Philadelphia, Pennsylvania
AFFILIATIONS
Philadelphia Investment Trader Association • Member/Former Governor
INTERESTS
Wine collecting/drinking, bicycling, beach volleyball, climbed Mt Kilimanjaro June 2005
What would helen do? 