Janice M. Del Fiacco - Professional Experience
Chase
Manhattan Bank, San Francisco, CA
Vice President/Senior Marketing Officer
Chase Trust Company of California
1984-1985
Established
and opened trust office in California to develop
new base and better serve existing Chase clients.
- Coordinated
and organized opening events that successfully introduced ChaseTrust
Company to Northern and Southern
California communities - Cross-sold banking and trust services that included pension, consumer, corporate, and international products
Lloyds
Bank of California, Los Angeles, CA
Vice/President/Business Development Officer
Trust & Financial Services Division
1983-1984
Developed personal trust and pension business with focus on investment management services for domestic and international clients.
- Reestablished trust marketing department and calling program.
- Top sales producer in California for 1983
- Actively
participated in professional and community
organizations in the Los Angeles metropolitan area to promote
the bank's image - Selected
to participate in "Advanced Seminar on Managerial
and Interpersonal Effectiveness," presented by Rohrer, Hibler
and Replogle (RHR) - Managed
project that designed financial planning services for
the upscale consumer
IDS,
Newport Beach, CA
Registered Representative and Account Executive
1979-1982
- Generated
business by conducting seminars in financial
and estate planning - Won sales awards for consistently exceeding goals
MA,
Social Ecology, Human Development, University of
California, Irvine, CA
BA Cum Laude, Liberal Arts, Mundelein College, Loyola University, Chicago,
IL
CFP,
College of Financial Planning, Denver, CO.
Securities
License: Registered Representative (1979-81)
Insurance Licenses: Life and Disability Insurance, Variable Annuities
(current)
PROFESSIONAL & COMMUNITY AFFILIATIONS
Financial
Women's Association - Member and Former Officer
FPA - Financial Planning Association - Member
Women In Technology, Inc. - Member
Center for Citizen Initiatives - Member, Former Director
Women Incorporated - Member
International Diplomacy Council - Member
National Association of Women Business Owners - Member
World Affairs Council - Member
www.janicedelfiacco.com
Copyright 2001-2003 Janice M. Del Fiacco Company, Inc. All rights reserved.
