Melanie Dawn Clay, 54396 Imperial Way APT 113, Daly City, CA 94015

San Francisco, CA

Financial Services

J.P. Morgan - San Francisco Bay Area since May 2012
Private Client Advisor, Vice President Thrivent Financial for Lutherans - San Francisco Bay Area Jan 2011 - May 2012
Financial Advisor Thrivent Financial - San Francisco Bay Area Jan 2008 - Jan 2011
Launch Manager Thrivent Financial for Lutherans - Minneapolis-St. Paul Area Jun 2005 - Jan 2008
Director, Business Results Consulting Thrivent Financial for Lutherans - Minneapolis, MN Feb 2004 - Jun 2005
Lead Advanced Sales Consultant Woodbury Financial Services - Minneapolis, MN Dec 1999 - Feb 2004
Product Manager, Advisory Services The Hartford - Minneapolis, MN Mar 1997 - Dec 1999
Product Manager, Retirement Plans American Express - Minneapolis, MN May 1996 - Mar 1997
New Business Account Manager Piper Jaffray - Minneapolis, MN Jul 1994 - May 1996
401(k) Client Consultant American Express - Minneapolis, MN Sep 1991 - Jul 1994
Assistant Account Administrator

Consulting, Registered Investment Advisor, Market, Fixed Annuities, Prospects, Insurance, Vendors, Sales, Fee, Fortune 500, Sales Operations, Finance, Performance Issues, Serving, San, Cost Effective, Business Administration, New Opportunities, Educational Seminars, Sep Ira, Sales and Marketing, Internal Communications, Business Partners, Legal, Product Management, Point of Sale, Third Party, Data Conversion, Management, Revenue, Financial Statements, Coaching, Insurance Planning, Marketing Communications, High Impact, American Express, Crm, Investment Management, New Initiatives, Clearing, Coordinated, Hosting, Public Speaking, Accounting, Salesforce.com, Timely Delivery, Distribution Strategies, Retirement Planning, Detail Oriented, Clu, System, Training Seminars, Business Services, Education, Self Starter, Offering, Reports, Organizational Restructuring, Life Insurance, Strategies, Revision, Chfc, Sales Promotion, New Business Development, Financial Goals, Training, Policy, Lump Sum, Very Organized, Disability Insurance, Demonstration, Long Term Care Insurance, Subject Matter Expert, American, Professional Manner, Research, Line Management, Reporting, Stakeholders, Loans, Analysis, Advertising Agency, P&L, Estate Planning, Product Marketing, .Net, Consultative Selling, Calling, Yahoo, Retail, Tpa, Middle Market, Withdrawals, Accountability, Applications, Clay, Client Services, Communication, Negotiation, Series 6, Advertising, Sales Management, Operations, Resourceful, Marketing, Flows, Small Business, Contractual Agreements, Traditional Ira, Vendor Relationship Management, Simple, Internal Audit, Responsibility, Fortune, Minneapolis, Retaining, Not For Profit, Sales Consulting, Defined Contribution, Account Management, Trust, Teaching, Client Meetings, Tax, Forms, Tax Law, Interfaces, Productivity Improvement, Investments, Records Management, Wrap, Plan Administration, Referrals, Financial Services, Morningstar, Compliance, Mutual Funds, San Francisco, Profiles, Proposal Writing, Account Relationship, Collateral, Platforms, Competitive Landscape, Versatile, Product Offerings, Problem Solving, Meetings, Health Insurance, Delivery, Retirement, Field Work, Recruiting, Securities, Selling, Dealers

San Francisco Bay Area

Financial Services