Graham A. Pickles 2129 Ensenada Way - San Mateo, CA 94403 650-291-0136 gp11deb0c@westpost.

net Summary Young professional with 8+ years of progressive experience in client services, account management, and operational support, adept at building and maintaining c lient relationships and achieving organizational goals with a will-do attitude. Industry background includes financial services operations, hospitality departme nt management, and commercial real estate sales. Education & Certifications BA, Communication Studies, San Francisco State Univ. May 2007, 3.17 GPA Employment History Contractor, Sperry Van Ness Half Moon Bay, CA, Throughout 2010 Highlights Executed database research and analysis on commercial real estate ownership, pr operty profiles, and status Assisted with sales plans and development of strategies to match potential tene ts and clients with ideal property matches Responsible for determining appropriate client and owner profiles and using suc h information to customize and improve service Client Account Coordinator, Fisher Investments, San Mateo, CA, March 2008 January 2009 Highlights Provided analysis and strategy to high net worth clients about new account setu p, transfer procedures, and Heavy CRM database development and maintenance experience Knowledgeable about different types of financial transfers such as ACAT, non-AC AT, rollovers, and surrenders Heavy operational experience in executing necessary due diligence, contract acc uracy oversight, and document preparation Recognized for handling secure client information with the utmost care and disc retion Successfully transferred and reconciled over 30 million dollars in client asset s Trained in financial markets, products, and strategy Educated in many different types of investments such as mutual funds, bonds, an d annuities Worked with numerous financial custodians such as Charles Schwab, Merrill Lynch , Smith Barney, Pershing LLC Overseen all aspects of creating and maintaining client relationships Guest Relations Manager, San Mateo Marriott, San Mateo, CA, January 2001 January 2008 Highlights 8 years of experience in supporting many different types of clients, from large corporate groups to traveling sports teams Led a thriving department through changes in management, renovation, and produc t improvements Reviewed client feedback and led implementation of strategies to achieve satisf

action and client retention Assisted in the organization and execution of company events, such as departmen t outings, staff meetings, and training sessions Collaborated with allied departments to achieve product excellence Produced numerous pamphlets for mass circulation among clients Chosen by superiors to mentor new employees in multiple positions Technology * Mac & PC literate * Extensive experience with Microsoft Office applications including Excel, Power point, and Outlook * Vast experience with multiple CRM platforms including Salesforce.com Community Service * Four seasons of coaching experience with Half Moon Bay HS Football * Positions including assistant coach, skill position coach, scouting coach