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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
objective
solutions-focused business specialist eager to contribute broad-scope financial, account management, customer service, technical and portfolio oversight background toward supporting operations of a dynamic organization in an advertising, marketing, media or financial assignment.
career profile
ø four+ years of experience in business operations, customer service, presentations, documentation, risk assessment and financial operations.
ø bachelor of arts degrees in business finance and business management.
ø holder of series 6 and 63 securities licenses and life and health insurance license from state of indiana.
ø effectively define, develop and execute operations to boost productivity and efficiency.
ø proficiency in ms office suite and smart office.
ø spanish language and culture knowledge.
professional certifications
series 6 securities license
series 63 securities license
state of indiana life and health insurance license
professional experience
financial partners group, indianapolis, in 2009 - present
marketing assistant
diligently prepare product proposals, transactional/yearly financial reports and client portfolio reviews for more than 100 different cases.
oversee customer risk assessment, account establishment for long-term investment/annuity contracts, transaction reports and distribution assessment.
facilitate direct marketing and service campaigns.
design websites to accommodate current financial news and events.
manage team compliance with finra and sec regulations.
context financial, lexington, ky 2009
office manager
efficiently produced daily deposit reports, traded online, managed accounts and developed effective investment proposals.
reviewed client portfolios and circulated illustrations for life & annuities.
tasked to manage account website.
yyyyyy x. yyyyyy
page two
mass mutual, lexington, ky 2007 - 2009
intern
selected to prepare presentations/illustrations, acquired quotes from various carriers and sent correspondence.
provided superior customer service and made prospecting calls.
education
university of kentucky, lexington, ky
bachelor of arts, business finance 2009
bachelor of arts, business management 2009
dean s list student
universitat pompeu fabra, barcelona, spain
international studies abroad program, summer, 2008
independent study of spanish culture and language
other experience
member of chi omega sorority organizing and implementing greek sing 2007 event, overseeing more than 50 employees in multiple charitable events and personally raising over $5,000 for make-a-wish foundation.
professional associations
member, young professionals of central indiana
yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
cover letter text
date
hiring agent name
title
company name
address
city, state zip code
dear :
i am currently seeking a challenging career opportunity in an advertising, marketing, media or financial capacity and am submitting my resume for your review. in advance, i thank you for your time and consideration.
as demonstrated in the accompanying resume, my professional qualifications include dual b.a. degrees in business finance and business management and four years of account supervision, customer service, financial management, documentation and portfolio experience. to complement this background, i possess project management, analytical and problem-solving capabilities. as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance.
i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.
sincerely,
yyyyyy x. yyyyyy
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