Amber CrucianS E C U R I T I E S A N D I N S U R A N C E P R O F E S S I O N A L

S K I L L S-CLIENT RELATIONSHIP

MANAGEMENT

-PORTFOLIO REVIEW

-PROJECT MANAGEMENT

-INVESTMENT GUIDANCE

-CONSULTATIVE SALES

-TEAM BUILDING

WEALTH COACH OF NC | DIRECTOR OF MARKETING AND PLANNING |

AUG 2016 - PRESENT

-CREATED MARKETING CAMPAIGNS AND PLANNED SOCIAL EVENTS FOR A

LOCAL FINANCIAL FIRM

-ASSISTED IN CASE DEVELOPMENT AND PORTFOLIO IMPLEMENTATION

FOR CLIENTS

-WORKED ON WEB BRANDING AND SOCIAL MEDIA CONTENT

VANGUARD | BROKERAGE INVESTMENT PROFESSIONAL |

AUG 2015 - APRIL 2016

-PROVIDED EXPERT GUIDANCE TO ALL INVESTORS BASED ON THEIR

FINANCIAL OBJECTIVES, RISK TOLERANCE, TIME HORIZON AND INVESTING

STYLE. WORKED ON PROJECT DEDICATED TO FINDING SOLUTIONS TO

BETTER POSITION PROPER SERVICES TO CLIENTS.

-CONSISTENTLY EXCELLED MY METRICS, WHICH INCLUDED MEETING LEAD

EXPECTATIONS FOR PERSONAL ADVISORY SERVICES, ASSET

CONSOLIDATION SERVICES, START UP OF NEW SMALL BUSINESS

RETIREMENT PLANS, AND TRADE ACCURACY.

E D U C A T I O N

UNIVERSITY OF NC, GREENSBORO

BACHELOR OF ARTS

THEATRE; MARKETING AND

EDUCATION CONCENTRATION

2009-2013

C O N T A C T704-202-1991

AMBER.CRUCIAN@GMAIL.COM

927 TURGOTINE LN

WILMINGTON, NC 28412

W O R K E X P E R I E N C E

LICENSED SECURITIES PROFESSIONAL SEEKING A CHALLENGING

WORKPLACE THAT ENCOURAGES PROACTIVITY, GROWTH AND

SELF-MOTIVATION. THRIVES IN A DRIVEN ENVIRONMENT THAT

ADVOCATES INNOVATION, WORK ETHIC, AND A TEAM CULTURE.

SEARCHING FOR WORK IN CLIENT RELATIONSHIP MANAGEMENT.

P R O F I L E

ENTERPRISE HOLDINGS | ACCOUNT EXECUTIVE/MANAGEMENT ASSISTANT

| APR 2014 - JUN 2015

-UTILIZED A CONSULTATIVE APPROACH TO FULFILL CUSTOMER NEEDS

AND SECURE CUSTOMER SATISFACTION IN ORDER TO GAIN REPEAT

BUSINESS. SERVED AS A LIAISON FOR BOTH CUSTOMERS AND MAJOR

ACCOUNTS, MAKING LONG STANDING RELATIONSHIPS ALONG THE WAY.

-COMPLETED MANAGEMENT TRAINING PROGRAM, WHICH HAS A PRIMARY

FOCUS OF CUSTOMER SERVICE, EMPLOYEE DEVELOPMENT, GROWTH AND

PROFIT. LEAD REGIONAL SALES METRICS CONSISTENTLY, WHILE ALSO

LEADING THE REGION IN CUSTOMER SERVICE QUALITY.

L I C E N S I N GFINRA

-SERIES 7 (AUG 2015)

-SERIES 63 (SEPT 2015)

INSURANCE

-LIFE (MAY 2016)

-ACCIDENT, HEALTH & SICKNESS

(MAY 2016)