James Moore: in Omaha, NE

• Identified client issues- facilitated solutions promptly & effectively. • Reviewed clients’ financial history and portfolio- discovered opportunities and demand. • Scheduled appointments between clients, investment consultants, & several other points of contact within the company. • Placed stock trades for clients, issued checks, and calculated financial statement information.

•Prospected new customers from the trucking, construction, & agricultural equipment industries. •Accountable for all client relations, placing orders and maintaining all records. •Responsible for content development, designed print and web ads to market equipment effectively. •Built long term relationships by servicing customers following initial sale. •Maintained customer base by monitoring, gathering, and analyzing market data which continued to drive results to customer.

•Assisted in the implementation of circulation strategies. •Researched prospective distribution locations, obtained leads and recorded contact information for marketing and mailing lists’. •Scheduled meetings and traveled to bulk locations. •Traveled to heavy-equipment auctions and recorded valuable market data.

•Consulted with customers to determine individual vehicle requirements and priorities. •Made vehicle recommendations tailored to individual customer needs and preferences. •Exhibited great knowledge of extensive vehicle inventory that included new and used models.