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yyyyyy x. yyyyyy                    0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                             (xxx-xxx-xxxx •


details-driven financial services and investment planning professional eager to contribute proven executive-level support, accounts management, strategic analysis, and client relations talents toward maximizing a progressive employer s profits.



ø  demonstrate sharp decision-making skills, problem-solving abilities, interpersonal relations talents, and written / verbal communication proficiencies in support of diverse business objectives.

ø  dynamic project management abilities; adept at multitasking within deadline-driven environments and strategically planning, prioritizing, and coordinating workflow to maximize productivity, efficiency, and quality.

ø  solid supportive technical and troubleshooting skills.

ø  recognized for superior public-sector service in the united states air force; achieved top 10 status within the professional military education leadership school and school for chapel management personnel supervisors.


~ education, professional development, and technical proficiencies ~


associate of applied science in business administration                         north country community college

financial planning specialist training                                        professional career development institute

extensive accounting coursework                                                                          indian river state college


microsoft office (word, excel, powerpoint, access, outlook) • prosystems practice • centerpiece • quickbooks

wordperfect • dbase iii plus level i • lotus approach • quattropro • lockhart • cch • principia pro

professional synopsis


investment advisor representative / executive assistant

north fork investment management llc                                                                                  2008 c present


ø  apply dynamic organizational talents toward directing wide-ranging administrative support activities to include accounts management, operational research, policy compliance, and client relations capacities.

ø  drive operational efficiency by composing, organizing, and distributing confidential business correspondence, along with accurately preparing comprehensive reports, maintaining effective database filing systems (i.e. adv), and handling various payroll processing efforts.

ø  contribute sharp analytical proficiencies by accurately facilitating company billing / deposits, payroll processing, financial statement development, and budget management tasks.

ø  liaise between clients, corporate officials, and executive-level management to ensure seamless organizational processes, as well as promptly handling client requests and effectively resolving business challenges.

ø  demonstrate skill in the analysis and interpretation of statistical data to provide solid investment portfolio recommendations in coordination with client objectives and achieve maximum profits.


executive assistant / investment advisor representative

mehlick, roegiers, goldin & company / strategic wealth management group                              2001 c 2008


ø  organized and managed executive-level calendars, workflow processes, and informational materials / contractual agreement assembly, along with scheduling senior staff travel arrangements as necessary.

ø  contributed strong technical skills to resourcefully update and maintain a diverse client database and assorted files utilizing such programs as microsoft outlook, lockhart, pacs, and tax accounting software, including overseeing daily computer back up efforts to ensure organizational compliance at all times.

ø  demonstrated excellent interpersonal relations abilities toward regularly meeting with clients to discuss financial-related activities instrumental in reflecting positively on corporate well-being and customer satisfaction.


administrative assistant / mental health technician

sandypines residential treatment facility                                                                                     1999 c 2001


ø  performed broad scope of administrative functions to include multiple high-level committee support, calendars / activities scheduling, travel arrangements / expense reimbursements, policy / procedure maintenance / updates, and executive-level personnel assistance.

ø  led a top-performing three-member team of administrative professionals in facilitating job productivity excellence.


~ additional roles held ~


executive secretary, sunmount developmental center                                                                   1995 c 1999

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