1. Roxanne Fields
16216 Manor St Detroit MI 48221 313-212-7619 Roxyfields@comcast.net
• Self-starterwhoconsistentlymeetsorganizational goals.
• Series7,63 and 24 licenses.
• Solidreputationforastrong workethicandmanagingtrustingrelationshipswithbothinternal
and external clients.
• ExcellentcomputerskillsincludingMicrosoftWordand Excel
Professional Experience
Comerica Securities August 2010 - Present
NewAccounts Coordinator
• Review andPrincipleapprove all accountapplicationopenedwithinWealthManagement
• Gather anddisseminate the mail forComericaSecurities WealthManagementteam
• Maintainthe householdfilesfor all of the ComericaSecuritiesDivisions
• Assistwithtrainingof teammembers
• Provide excellentcustomerservice forcustomers,bothinternal andexternal
J P Morgan Chase May 2007 – June 2010
Personal Banker
• Acquire,retainandexpandnewandexistingrelationships.
• Meetwithcurrent customers,face toface,or overthe phone todiscoverfinancial needsand
provide productrecommendations.
• Work witha dedicatedteamthatspecializesinRetail Lending,Small Business,andInvestments.
• Helpthe branch meetitsfinancial goals
Target Stores, SterlingHeights,MI August 2006 – May 2007
Cashier

2. • Provide excellentguestservicesbyassistingcustomerslocatingmerchandise
 Part-time associate forthe FoodCourtof the TargetStore
• Operate cashregisterandassure customerpurchasesare completedinafriendlyandtimely
manner.
• Assistinmerchandise appearanceasnecessary
Comerica Bank, Detroit, MI 48234 Oct 1998 - Jan 2006
SalesAssociate – Institutional Salesof Comerica Securities October 1998 – January 2006
• Collectandverify pertinentaccount information forhighnetworthclients
• Investigated customerissuesandconcerns forInstitutional Sales(nowWealthManagement)
• Plannedandfacilitatedabroadrange of administrative functions,includingtravel arrangements
and calendarmanagement
• Organizedfilingsystem forFinancialAdvisors.
• Communicatedwith bothinternalandexternalcustomersonvariousissues
• Accuratelyboughtandsoldequitiesandbonds.
• Accuratelytrackedandsortedmail for salesrepresentative staff.
Associate Administrator
• Assistedthe managerof Institutional sales(WealthManagement)withthe schedulesof the
salesassociate staff members.
• Ledinternal office training of salesassociates forInstitutional sales.
• Communicatedwithvendors inordertoschedule variouspresentations.
• Troubleshootcustomerconcernsandissues.
• Manage salesgoal trackingsystem forthe MDIC awardsystem.