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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx • abc@xyz.com
financial/investment services specialist eager to contribute expertise in financial analysis, accounting and account servicing/management toward supporting goals of a dynamic organization.
profile
- dedicated professional offering over 15 years of solid and progressive experience in financial analysis, sales operations and client services capacities.
- in depth experience in client-focused industries focused on delivering world class customer service.
- adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
- apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
- demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines and working in a fast-paced professional environment.
- dynamic communication, analysis, problem solving, and relationship management skills.
technical proficiencies
microsoft office suite, including word, excel and powerpoint
tokm-rumba/brixton-brx3270 software and methusela program
professional experience
account manager i light ny inc. 2009-present
- sharp business acumen and experienced in managing broad scope of operations, from financial analysis and resolving account discrepancies to investing mutual funds and developed debt collective strategies for delinquent accounts
- effectively hired, trained and directed 6-member staff and actively collaborated in human resource operation functions such as processing payroll, evaluating performance and providing individualized mentoring.
sales account manager the liner specialists 1996-present
- successfully steer sales operations to generate high volume growth and revenue on behalf of company.
- effectively identify and capitalize on opportunities to penetrate and develop new markets.
registered representative axa-equitable, llc. 2003-2005
- facilitated a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention.
tax consultant merrill lynch 2001-2003
- skillfully interpreted 1099r forms on behalf of key clients, financial consultants and cpas.
- consistently ensured delivery of quality customer service vital to sustaining and growing accounts.
co-owner/manager duplex construction, inc. 1995-1998
- oversaw the assessment of construction jobs and analysis of site costs/margins; successfully achieved an 80% acceptance of bids up to $60k.
professional education
bachelor of science in finance villanova university 1999
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