Ali R. Baseri
2900 Sombrero Circle
San Ramon, CA 94583
Phone: (510) 703-9027
alidog@uclink4.berkeley.edu
Home Page: www.angelfire.com/mac/daddy411
EDUCATION
High School Diploma, 1996
California High School, San Ramon, CA
B.A. Degree, Economics, (in progress)
University of California at Berkeley, Berkeley, CA
EMPLOYMENT HISTORY
Marketing Manager
A.G. Edwards & Sons Inc.
Oakland, CA
January 2001-October2001
- Communicated with and assisted clients regularly to ensure client satisfaction.
- Reported to Vice President of Investments monthly to review and examine current marketing strategy, and formulate future projects including Mailings, Golf Tournaments, Client Appreciation Luncheons, Prospect Workshops, and other marketing events with vendors such as Pioneer, Putnam, Alliance, and Liberty.
- Revised and systematized Marketing Operating Manual and Filing System.
- Coordinated efforts between Branch Manager, Vice President of Investments, and
Operations Officer.
- Demonstrated extreme discipline and control in coordinating, maintaining, and managing the Marketing Department in addition to projecting program costs and structuring most cost effective marketing strategies.
- Interviewed, recruited, trained, scheduled, and supervised Marketing employees.
- Analyzed, prepared, and presented monthly accounting to Vice President of Investments.
Marketing Intern
A.G. Edwards & Sons Inc.
Oakland, CA
June 2000-December 2000
- Member of marketing team for top full service brokerage.
- Demonstrated excellent teamwork and initiative toward monthly goals.
- Demonstrated exceptional communication skills.
- Researched prospective clients and assimilated leads for Prospect workshops and events.
- Performed office tasks including photocopying, faxing, filing, and coordinating tasks with intern team in monthly meetings.
Stock Broker Intern
Scottsdale Securities
Walnut Creek, CA
August 1999-December 1999
- Delegated customer service, technical assistance, and real time stock quotes for online brokerage firm using Leads and Quotron software.
- Opened and filed Personal Online Accounts, IRA accounts, and ROTH IRA accountson SIS Database.
- Collected and processed monetary transactions into and out of investment accounts.
- Maintained communication with St. Louis head quarters and other branches via wiring network.
Client Research Intern
Kirlin Securities
San Francisco, CA
June 1999-August 1999
- Researched Silicon Valley start-up companies for busy full service brokerage firm.
- Demonstrated initiative in contacting and gathering information from prospective clients without direct guidance.
- Maintained rapid multi-task information flow to brokers on the floor.
Lifeguard
Twin Creeks Homeowners' Association
San Ramon, CA
May 1996-August 1998
- Summer lifeguard for community swimming pool.
- Supervised pool and surrounding area including mandatory breaks and chlorine/ion/pH checks.
- Successfully performed multiple emergency rescues.
- Developed first name relationships with pool patrons and provided friendly patron service.
AREAS OF EFFECTIVEMESS
- Excellent phone voice and communication skills.
- Extensive Experience with MS Word, Excel, PowerPoint, Outlook, Internet Search Engines,
and E-mails.
- Fluent in 10-keystroke typing.
- Proficient in creating, editing, and organizing files and folders for data (electronic and physical).
- Experienced in prioritizing and managing in a fast paced multitasking environment.
- Possess diverse knowledge of professional client service skills.
- Experience with spreadsheets in performing regression, correlation analysis, data manipulation, mean and variance calculation, confidence intervals, etc...
- Mastery of HTML language for web page design.
Ali
