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yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

profit-focused, enthusiastic professional and bachelor s degree in finance candidate eager to offer knowledge gained from current academic endeavors, as well as proven sales, client consultation, strategic analysis, money management, administrative support, and customer service experience, toward optimizing an employer s bottom-line.

 

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profile of qualifications

 

        top-performer who develops, analyzes, and interprets statistical data to attain maximum profits in coordination with objectives.

        integral leader who makes solid financial decisions to reflect positively on business productivity and company well-being.

         ambitious self-starter who boasts success leading a start-up investment club which gained up to 9 members within a short period of time, researched individual companies to boost results, and grew stocks / real estate investments by 20% annually.

        excellent communicator who seamlessly interfaces with all business representatives and clientele through to executive level.

         proficient multitasker who demonstrates superior attention-to-detail and sharp analytical abilities.

 

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education & relevant coursework

 

bachelor s degree in finance (in progress 110 credits completed)                                                            strayer university

 

business finance                                            financial mathematics, capital budgeting, financial analysis, acquisitions,

                                                                                cash operations, long-range budgeting, capital costs, funds sources

                                                                                short- / long-term capital, financial markets, financial control

 

financial markets & institutions                  financial intermediaries, transaction types, source analysis,

                                                                                commercial banking, banking regulations

 

money & banking                                             financial institutions, federal reserve system, monetary policy tools

 

marketing principles & concepts               marketing strategy development, domestic / international markets,

                                                                                product / price / promotion / distribution

 

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professional synopsis

 

sales representative

pre-paid legal services, city, state                                                                                                                             2002 c present

 

        achieve advantageous sales of diverse pre-paid legal insurance by delivering results-focused presentations, ascertaining specific client needs, and providing objective plan consultations while maintaining high-quality customer service at all times.

        drive bottom-line results by regularly meeting and / or exceeding net sales and subscriber revenue goals.

 

underwriter

state farm insurance, charlottesville, va                                                                                                               1998 c present

 

        utilize broad scope of industry knowledge toward responding to client billing concerns and resolving key challenges to include retrieving comprehensive policy data, inputting entries / transactions, and reviewing / processing policy changes.

        play a vital role in ensuring seamless underwriting processes by effectively training new agents and staff, along with proactively supporting management with special projects as a valuable team player.

        expertly apply cash to accounts to guarantee the appropriate application of misapplied monies as required.

 

group counselor

t.r.i.s. adult partial care, atco, nj                                                                                                                                     1984 c 1998

 

        applied dynamic leadership talents toward managing 50+ client case loads and directing group therapy sessions for up to 40 adults to include providing innovative learning experiences designed to promote cognitive, social, and emotional development, as well as delivering individualized counseling in all areas of mental health.

        planned and prioritized weekly lesson plans to maximize use of resources and meet group / individual objectives.

 

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