Kristen Delaney Brinsfield
202-***-**** *******.*******@*****.***
PROFESSIONAL EXPERIENCE
COMPASS Bethesda, MD May 2021-Present
Licensed Realtor in MD, DC
Market prospective clients through mailings, open houses, social media outlets
Show clients houses to rent and buy in the MD, DC area or help market their home to sell
Explain the sales/purchase contract and loan process
Property maintenance
Help stage and prepare home for sale
MARRIOTT INTERNATIONAL
Manager, Account Deployment August 2022-Present
Provide analytical, process management, data management and communication for the account deployment team.
Process requests on account sales accounts.
LONG AND FOSTER Bethesda, MD June 2016-May 2021
Licensed Realtor in MD, DC
Market prospective clients through mailings, open houses, social media outlets
Show clients houses to rent and buy in the MD, DC area or help market their home to sell
Explain the sales/purchase contract and loan process
Property maintenance
Help stage and prepare home for sale
MARRIOTT INTERNATIONAL
Program Specialist, Homes and Villas August 2019-April 2020
Onboarded new property management companies onto the Marriott Platform
Vetted management company’s insurance, financials, security systems working with our internal departments
Performed Digital reviews of the company’s homes to Marriott standards
MORGAN STANLEY WEALTH MANAGEMENT Bethesda, MD September 2014-June 2016
Registered Sales Assistant
Developed relationships with new and existing clients
Performed various administrative duties including but not limited to: phone coverage, maintaining schedules, meeting and travel arrangements, completing expense reports, preparing mailings, creating and maintaining electronic and hard copy files, faxing and copying
Maintained brokers personal administrative tasks including: travel planning, hotel booking, setting up lunches, submitting and tracking medical reimbursements, checking credit card accounts for accuracy, aiding other members of the household with bills, camps, doctor appts
Placed stock, mutual fund and equity syndicate trades in client accounts
Mailed research reports and account information to clients
Maintained accounts by placing journals, checks and ensuring paperwork is up to date
CAPITAL FINANCIAL GROUP, H. BECK Bethesda, MD March 2010-January 2013
Transition Coordinator-Product Specialist
Worked with New Registered Representatives in moving their business from one firm to another
Helped set up accounts and paperwork to enable a smooth transition
Educated reps on the new firm compliance, technology and business processes
Updated website working with Money Managers, variable Annuities and Insurance Products
CITIGROUP Smith Barney Washington, DC /Los Angeles, CA October 2005-May 2009
Operations Assistant (October 2008-May 2009)
Assisted Brokers as needed
Handled mail, entering and depositing of checks, journals
Registered Client Assistant (November 2006-October 2008)
Assisted Financial Advisors in management of $3.5Billion asset base for High Net Worth and Institutional clients.
Handled all administrative functions to include: extensive travel arrangements, expense reports, scheduling, meeting coordination, written correspondence and other tasks, as needed.
Evaluated and implemented methods within analytical and operational teams to develop business strategy.
Cultivated relationships with new and established institutional and individual clients.
Provided efficient, high quality customer service, seeking alternative solutions to a variety of investment issues.
Proactively communicated with clients on asset allocation strategies, monthly statements, daily needs and the delivery of experienced consultation.
Institutional Equity Sales Assistant – Citigroup Global Capital Markets (October 2005-November 2006)
Covered Tier I and IIG Middle Market Institutional accounts with assets ranging from $250m to $4bn.
Provided research, trading and assist sales coverage to Executive Financial Officers and Senior Portfolio Managers for long/short hedge funds.
Actively worked with Citigroup Capital Markets Coordinators on IPO’s, Secondary and Follow on’s for allocation to client base.
Organized non-deal road shows for Citigroup Institutional client base.
FRIEDMAN, BILLINGS, RAMSEY Arlington, VA January 2001
Syndicate Coordinator, Capital Markets
Worked with investment banking team and companies doing ipo and secondary deals to coordinate roadshows
Prepared deal closing and worked with Sales desk and their institutional clients to allocate stock
Office manager duties: ordered supplies, mail, administrative tasks including filing, phones, setting up calendar etc
EDUCATION
UNIVERSITY OF DELAWARE Newark, DE
B.S., Business Administration
Major: Finance
Studied Abroad in London, England winter
SKILLS/QUALIFICATIONS
Series 7 & 63; Licensed realtor in Maryland and Washington, DC, Proficient in Microsoft Office
ACTIVITIES
Tribute 21 Host Committee-benefiting Research Down Syndrome, Christ Child Society, Catholic Charities Host Committee, Kappa Delta sorority