Teresa Cloninger has over 20 years of experience in financial services and administrative roles. She has a Master's degree in Liberal Arts and a BA in English. Her most recent roles include being a proctor at Duke Energy, a customer outreach analyst at Citibank, and a virtual assistant. Previously, she worked for 15 years at UBS Financial Services as a registered sales customer relationship associate, managing accounts totaling $250 million. She is proficient in Microsoft Office, various financial software programs, and has strong customer service, multi-tasking, and problem-solving skills.

1. T E R E S A G C L O N I N G E R
3131 Balkan Drive, York SC 29745 704-898-1763
teresacloninger55@gmail.com
www.linkedin.com/in/teresa-cloninger-9aba6bb1
Ready to contribute my professional experience, strong work ethic, exceptional customer
relationship building and multi-tasking administrative skills
_________________________________________________________________________________
EDUCATION
National Association of Securities Dealers – Series 7 and 66, Jan 2001
Financial Advisor License with FINRA through Jan 2017
Winthrop University, Rock Hill SC
Master of Liberal Arts (4.0); 12 graduate courses completed: Accounting I & II, Marketing,
Management, In Search of God
Queens University, Charlotte NC: BA English with a minor in Psychology
Summa cum laude (3.85); Dean’s List and Ginter Fellowship yearly;
New College Writing Award; Nominated for outstanding New College graduate
SC Notary 2/5/10-2/5/20
EMPLOYMENT
Duke Energy Training Facility, Kings Mtn, NC Aug 2016 to present
Proctor (contract position through Randstad)
Greeted, registered and assisted new and returning Duke Employees with computer logins,
monitored training classes, proctored exams, recorded and verified scores. Provided encouragement
as they worked through their exams and computer based training.
Citibank-Consumer Banking Support Unit, Ft Mill, SC Nov 2015 – May 2016

2. Customer Outreach Analyst
Customer outreach for Know Your Customer (KYC) and anti-money laundering information (AML)
process. Call center with heavy phone volume, e-mail and letter correspondence to collect
information and address concerns in a customer-centric manner. Used various research systems
(Lexis Nexus, Google, LinkedIn, and State websites) to obtain information. Monitored follow-up and
progress on SharePoint. Formulated and analyzed results to assist in resolution of accounts while
achieving performance targets and core competencies. Declined permanent placement due to desire
for more diverse, challenging job opportunities.
Virtual Assistant with Outsource Jan 2015-Oct 2015
Provided home-based administrative support for short-term temporary assignments. Completed
additional training on Microsoft Office. Transitioned to better paying position.

3. T E R E S A G C L O N I N G E R
3131 Balkan Drive, York SC 29745 704-898-1763
teresacloninger55@gmail.com
www.linkedin.com/in/teresa-cloninger-9aba6bb1
________________________________________________________________________________________
UBS Financial Services, Inc. Ballantyne area, Charlotte NC April 2000 – Jan 2015
Registered Sales Customer Relationship Associate
 Associate working with four VP-Financial Advisors, acquiring and maintaining approximately
2500 accounts and increasing total assets to 250 million while meeting annual production
goals of 1.3 million. Managed all aspects for these Wealth Management producers with
accommodation to each advisors’ unique investment philosophy.
 Applied extensive knowledge of mutual funds, managed accounts, specific stock selection
strategies, security-based credit lines and all service features relayed to an investment
account. Especially skilled in working with retired client base including processing estate
accounts and their individual complexities. Deep understanding of processing IRA required
minimum distributions (RMD).
 Prioritized and multi-tasked on a daily basis as the front-line for client contact using multiple
complex financial and client management computer programs as well as Microsoft Office.
 Assessed and resolved client concerns in a timely, customer-centric manner.
 Utilized knowledge of tax provisions and requirements; provided answers and related
documentations regarding taxes especially from year-end to April 15
th
each year.
 Prepared advanced financial plans, entered market orders, managed and implemented all
service workflow dealing with market, compliance and procedural time constraints.
 Served as point person for all questions regarding on-line client services
 Prepared marketing material as well as organized and facilitated client functions.
Queens University, Charlotte, NC April 1991 – July 1999
Associate Director of MBA Admissions
 Started as secretary in Adult Admissions to pursue Bachelor’s degree in the evening program
and was quickly promoted to Administrative Assistant, where I coordinated recruiting,

4. marketing material, student advisement, open houses, and fellowship programs for adult
evening students.
 Next promotion was to Administrative Assistant for the newly established McColl School of
Business, assisting faculty and the Dean to establish new office procedures and class
schedules. Our office also established the McColl School Board of Visitors where luncheons
and other functions were held for esteemed business leaders.
 Promoted to Associate Director of MBA Admissions where our office consistently exceeded all
recruitment, enrollment and retention goals by 10% or more. Additionally was point contact for
the Blumenthal Fellows and coordinated annual retreat and agenda for the Blumenthal
Foundation.
 Worked with a web designer to establish the original McColl School of Business website and
maintained website with photos, course schedules, etc.
 Created and maintained spreadsheets of enrollment data and demographics to aid with our
marketing targets.