Debbie Noorani
408 Tillotson Pl
Dayton, OH, 45458 Cell: 937-829-0559
Objective
Leverage 15 years of client-oriented financial advising in order to pursue my passion for relationship management and transition to a career in human resources and development.
Education
Bachelor of Science in Medical Technology
Medical University of South Carolina Charleston, SC 06/1975
Master of Business Administration
Louisiana State University Shreveport, LA 05/1996
Sinclair Community College Dayton, Ohio 06/2014
Major: Human Resource Management
GPA 4.0
Experience
PNC Present
Financial Specialist
§ Engage and interact with clients in order to customize financial solutions that drive sales for the branch while meeting the clients’ needs.
§ Design and implement training programs for tellers in sales and financial products, resulting in increased referrals for the branch.
§ Ensure professional development in associates from tellers to managers by providing additional individual coaching in sales techniques and interactions with clients.
§ Liaison between different department officers and coordinate actions to ensure clear communication and consistency.
KeyBank 12/2009-10/2012
Licensed Relationship Manager
§ Develop new banking and investment business for the branch by identifying ways to increase client satisfaction and utilization of financial products such as mutual funds, CDs, annuities, and insurance
§ Work individually with clients to open new accounts as well as resolve potential issues
§ Managerial duties including supervision of associates, operational management and compliance
§ Established Xenia Women in Business networking group with Xenia Chamber of Commerce, attended by 60-70 women monthly.
Merrill Lynch 06/2007-12/2008
Financial Advisor
§ Directly responsible for prospecting, financial planning and management of client portfolios.
§ Analyzed entire client needs as to investments, debt management, and insurance
§ Established monthly women’s educational series, attended by 20 – 30 women, held in local female owned businesses to also provide visibility to local businesses.
Citigroup Global Markets 09/2003-06/2007
Financial Advisor
§ Directly responsible for prospecting, financial planning, and portfolio management.
§ Profiling client needs and providing solutions for investments, loans, and insurance
§ Earned FPS, financial planning specialist designation
Destination Imagination with Centerville City Schools 08/2004-05/2006
Coach
§ Coached to State Finals, Seasonal volunteer position
Charles Schwab and Co. 01/1998-08/2003
Financial Advisor
§ Direct client contact, responsible for consolidation of assets, sales, client retention and asset allocation of client portfolios
§ Opened accounts, processed trades, processed home equity applications and referrals for mortgages
.