Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patricia Kerrigan

Yorkville

Summary

Results-driven sales professional with over 20 years of experience in wealth management and hospitality. Demonstrates unwavering dedication to delivering exceptional customer service, driving sales growth, and maximizing client retention. Thrives in fast-paced and challenging environments, consistently adapting to meet evolving demands. Proven track record of collaborating with cross-functional teams to effectively support strategic objectives. Possesses exceptional expertise in a wide range of products and excels at persuasively promoting them to both existing and prospective clients.

Overview

19
19
years of professional experience

Work History

Merchandiser U3

Breakthru Beverage Group
08.2022 - Current
  • Pre-plan day using Track my Truck in the most efficient way possible with the given information
  • Update the sales team on daily progress via the sales communication sheet
  • Represent Breakthru Beverage at assigned resets
  • Organized shelves, endcaps, racks, and displays to showcase all brands in the Breakthru portfolio
  • Communicate with FSM and sales team regarding what is needed for the day

Sales Assistant

Advance Capital Management
05.2006 - 06.2022
  • Managed daily wealth management sales operations and maintenance of client account information
  • Fielded client inquiries about products and resolved service issues
  • Properly routed agreements, contracts, and invoices through the signature process
  • Negotiated contracts with service providers such as hotels and convention centers
  • Timely and accurately entered and maintained information in client database
  • Coordinated activities with headquarters from satellite office and helped maintain up-to-date policies and procedures

Education

Bachelor of Arts - English

Northern Illinois University
Dekalb, IL

Skills

  • Microsoft Office applications
  • Salesforce CRM
  • DocuSign
  • Track my Truck
  • Beer CPG
  • Approachable Personality
  • Results Driven
  • Sales expertise
  • Attentive Communication
  • Customer relationship management
  • Relationship building
  • Customer engagement

Timeline

Merchandiser U3

Breakthru Beverage Group
08.2022 - Current

Sales Assistant

Advance Capital Management
05.2006 - 06.2022

Bachelor of Arts - English

Northern Illinois University
Patricia Kerrigan