1. MELISSA WRIGHT BREAUX
18072 Eastgate Drive Unit B Hammond, LA 70403
985-688-8565
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OBJECTIVE: A career with a financial institution enabling me to utilize my securities skills
and license(s) gained throughout my 20 year career.
EDUCATION: B.A. Southeastern Louisiana University, Hammond, LA - December 1989
Major: Business Administration Minor: Management
A.A. Southeastern Louisiana University, Hammond, LA- May 1987
Major: Office Administration
LICENSE(S): Series 6, Series 7 Life, Health and Accident & Variable Annuity
EXPERIENCE:
March 2014 - Taylor & Sons Insurance and Financial Services, 1201 Derek Drive
November 2014 Hammond, LA 70403
Administrative Assistant
Key Responsibilities
 Performs experience level secretarialtasks of a confidential nature including but
not limited to producing letters, reports, memorandums, etc. via the computer,
makes photocopies, files, distributes mail, etc.
 Communicates in a positive and effective manner with co-workers and clients
 Set up and maintain paper and electronic filing systems for records,
correspondence and other material
 Conduct searches to find needed information, using such sources as the Internet
 Operates office equipment such as fax machines, copiers, and phone systems and
use computers for spreadsheet,word processing database management and other
applications
April 2002 Whitney Securities,L.L.C., North Canal Blvd., Thibodaux, LA 70301
December 2010 Investment Sales Associate
Key Responsibilities
 Establish and maintain working relationship with Financial Consultant in
support of their business objective
 Build coalitions with branch employees and training them on how to identify
investment prospects
 Sales
 Interact/communicate services to high net worth clients and the general public
 Respond to client inquiries regarding securities quotes, account balances,
account activity, account documentation, statement information, securities
transfers,security information and general product and/or service information
 Process new accounts/maintain existing accounts, obtain required
documentation
 Research client problems
 Process mutual fund/stock orders
 Manage daily client activity and transfer funds
 Proficient with task prioritization, follow-up and resource utilization
 Provide clerical support to Financial Consultant
1998 – 2002 Hibernia Investments,L.L.C., 1047 W. Tunnel Blvd.,Houma, LA 70360
Broker Associate
Key Responsibilities
 Establish and maintain working relationship with Financial Consultant in support
of their business objective

2.  Build coalitions with branch employees and training them on how to identify
investment prospects
 Call maturing CD list and schedule appointments for Financial Consultant
 Sales
 Interact/communicate services to high net worth clients and the general public
 Respond to client inquiries regarding securities quotes, account balances, account
activity, account documentation, statement information, securities transfers,
security information and generalproduct and/or service information
 Process new accounts/maintain existing accounts, obtain required documentation
 Research client problems
 Process mutual fund orders
 Manage daily client activity and transfer funds
 Proficient with task prioritization, follow-up and resource utilization
 Provide clerical support to Financial Consultant
1996-1998 Christopher B. Siegrist,A Professional LawCorporation, Houma, LA
Office Manager/LegalAssistant
Key Responsibilities
 Preparing and processing pleadings for state and federalcourt, Louisiana
Worker’s Compensation forms, interrogatories, request for production of
documents, subpoenas and various other legal documents and correspondence
 Scheduling witness depositions
 Maintaining attorney time records and client billing
 Interviewing new personal injury clients
 Preparing all personal injury cases for trial, including client files, trial exhibit
books and trial outlines
 Managing all pre-trial deadlines and preparing appropriate trial documentation
 Supervising two part-time employees
 Scheduling and arranging all travel, meetings, and appointments for attorney
1990-1996 Marquis Investment,First NBC,NewOrleans, LA
1993-1996 Sales Assistant
1992-1993 Secretary II
1990-1992 Secretary I
Key Responsibilities
 Establish and maintain working relationship with Financial Consultant in support
of their business objective
 Interact/communicate services to high net worth clients and the general public
 Respond to client inquiries regarding securities quotes, account balances, account
activity, account documentation, statement information, securities transfers,
security information and general product and/or service information
 Open, process and maintain new and existing accounts; obtain required
documentation
 Researching client problems
 Process mutual fund orders
 Manage daily account activity and transfer funds
 Proficient with task prioritization, follow-up and resource utilization
 Provide clerical support to Financial Consultant
 Managing prospect follow-up and literature requests
 Organize mass mailings
 Perform any/all secretarialduties for the department
REFERENCES: Available upon request