Recent graduate with BS in Economics as well as solid academic and practical experience in financial and economics research, analysis and consulting eager to launch a rewarding career while delivering immediate results for a progressive organization

 

 

Ø  Concurrent with academic pursuits, have capitalized on opportunity to gain valuable experience as Financial Advisor in support of long-term career goals

Ø  Dynamic skills in determining client financial needs, researching and analyzing detailed financial data, consulting on investment strategies, and delivering productive sales presentations

Ø  Effectively develop/implement results-focused marketing initiatives vital to driving business growth

Ø  Solid background in business management, including accounting, budgeting, customer service, and administrative operations

 

 

Financial Advisor, Strategic Financial Partners, Worcester-Waltham, MA                         2008-Present

  Actively consult with clients to define financial needs and goals, proficiently analyze complex financial data and collaborate with case design unit to provide optimal solutions for maximizing clients financial performance

  Drive business growth through strategic marketing, including trade show, seminar and community outreach venues, as well as results-focused PowerPoint presentations; recognized by senior management for achievements in planning, coordinating and steering successful, innovative marketing initiatives

  Demonstrate sharp business acumen in managing broad-scope administrative functions, from high-volume phone, e-mail and mail communications through client data input/database management

  Consistently enhance skills and knowledge through ongoing training in varied financial topics

 

Manager, Tolik Siding LLC, Worcester, MA                                                                           2007-Present

  Contribute dynamic leadership and communication skills as key liaison between large construction firm, subcontractors and clients

  Effectively allocate/manage budget to control costs and boost bottom-line profits

  Apply solid understanding of general accounting principles toward handling receivables/payables as well as compiling invoices on MS Excel spreadsheets; additionally handle all administrative activities

Prior College Employment: Restaurant Server and Casino Slot Booth Cashier

 

 

BS, Economics-Worcester State College, MA; 2008

  GPA: 3.7/4.0 - Dean s List, all semesters

  Inductee/Member, Omicron Delta Epsilon Economics Honor Society, for Outstanding Achievement in the field of Economics, Senior year

 

Series 6, 63, Health and Life Licensures

 

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Member, Chamber of Commerce                                    Member, Leading Women MASS

Volunteer, Child Safety Events                                       Member, Lithuanian Association-Worcester