portfolio manger or investment officer or retail

8/6/2019 portfolio manger or investment officer or retail

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Linda A. Bonavita

107 Brookfield Avenue | Nutley, NJ 07110

H: 973-661-2664 | C: 973-229-9552 | [email protected] |www.linkedin.com/in/lindabonavita

PROFILE

Investment Professional with success in managing and enhancing highnet worth clients' national and international trust accounts.Maintained profit for firm. Persuasively communicated to clientsstrategies suitable to their investment goals, resulting in productsales. Effective, confident leader as well as a collaborative teamplayer. Strong business development ability: retention, revenuegrowth and forecasting. Asset Management responsibility for Firm.Proficient in market analysis indicators (i.e. Moving AverageConvergence/Divergence), investment analysis and analytic skills.Cross-functional experience in writing and research. Competent withMicrosoft, Bloomberg and Excel. Lean Six Sigma certified.

PROFESSIONAL EXPERIENCE

(In transition as a result of the Wachovia/Wells Fargo merger)

Presently a volunteer college essay writing coach with "The Writer'sRoom".

WACHOVIA/WELLS FARGO| Morristown, NJ 1988 - 2009

ASSOCIATE DIRECTOR | ASSISTANT VICE PRESIDENT | PORTFOLIO MANAGER(2005 a" SEPTEMBER 2009)

_EQUITY STRATEGIES GROUP_

Managed large cap equity personal trust accounts ($975 Million) with"Know Your Client" as a prerequisite for management. Deepened client

affiliations in alliance with relationship managers and trustadministrators. Risk management / compliance were part of theprofitable success.

*

Constructed and wrote equity investment proposals: 90% rate ofsuccess in implementation.*

Enhanced team's market intelligence through research and sharing ofS&P sector, industry groups and individual company analysis.*

Retained 98% book of business in recessionary market.*

Conducted quarterly economic update sessions for peer groups.

ASSOCIATE DIRECTOR | ASSISTANT VICE PRESIDENT |PORTFOLIO MANAGER(2000 a" 2005)

_EVERGREEN PORTFOLIO SERVICES_



Blended and managed book of business with Fixed Income, Equity,REITs and Alternative Investment offerings. Pitched range ofinvestment products to boards of directors and charitablefoundations.

*

Represented Wachovia's Atlantic region on the "Uniform Principal andIncome Act Committee".*

Contributed to profitability targets by identifying andtransitioning applicable discretionary accounts to Managed Strategiestarget portfolios.*

Crafted 35% in new client relationships through company sponsoredclient prospect and industry events.*

Recognized for 100% accuracy for a clean book of risk managementexceptions (sole recipient of commendation).*

Liaison for team on the "Wachovia Service Recovery Committee" toidentify computer limitations.

TRUST OFFICER (1992 -2000)

_MUTUAL FUND SPECIALTY GROUP_

Managed 400 proprietary mutual fund accounts on both the Investmentand Trust sides. Profiled clients to determine Fund suitability, taxefficiencies and risk.

*

Exceeded prior year goal by 36% by booking new business throughlawyer contacts, existing client referrals and community events.*

Surpassed annual fee goal for new business production by 25%.

UNIT MANGER & TRUST SPECIALIST (1988 a" 1992)

_TRUST OPERATIONS CENTRAL SYSTEM_

Consultant for system conversion of Wall Street ticker symbols.Managed 4 employees in money market budgeting, commercial paper,

stock & bond transactions. Cultivated employee talent.

*

Authored requirements & training class documentation for newcomputer system.*

Wrote efficiency documentation for risk management requirements.



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EDUCATION AND PROFESSIONAL DEVELOPMENT

-Caldwell College | Caldwell, NJ B.A.- History | Minor - English

-Montclair State University: graduate studies in Chaucer (MiddleEnglish)

-Wachovia Continuing Education: Economic Indicators, PortfolioReturns, Equity Valuation, Options, Alternatives in Problem Solving,Compliance & Ethics, Market Strategies

PROFESSIONAL AFFILIATIONS

Caldwell College Alumni Association Fair Trade

Economic History Society American Society for Quality

Global Wealth Management Intercultural Intelligence

Women's Executive Network (Wexnet )

ADDITIONAL AFFILIATIONS

Nutley Little Theatre (positions held: Board member, Treasurer,House Manager, Fundraiser, Season Planning Committee member)

Sierra Club

Choral singing

Volunteers of America

Habitat for Humanity

AWARDS

New Jersey Historical Society Grant awarded to present a 3-partLenape Indian lecture series

Editor's Choice for poetry published by Noble House & PenhaliganPage Ltd., UK, Wales

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portfolio manger or investment officer or retail