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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx ,
xxxxx 00000
(xxx-xxx-xxxx
abc@xyz.com
Financial Analyst ▪ Financial Consultant
Well-rounded and energetic professional with valuable experience and training seeks new
challenge and opportunity to apply consummate skills a Financial Analyst or Consultant.
yyyyyy x. yyyyyy
Professional Profile
Escalate business development through key initiatives that increase productivity and revenue growth
Self-motivated team player with diverse experience; financial and strategic planning, profit and loss management, cash flow modeling and management, risk management, and statistical analysis
Organized and detail-oriented; expert in statistical arbitrage, and extensive background in Equity, Debit and Currency Markets
Communicate technical and complex information easily and concisely; expertise in auditing, and ensuring Financial Industry Regulatory Authority (FINRA) compliance
Expand clientele by securing accounts while maintaining existing customer base through exemplary account management and customer service
yyyyyy x. yyyyyy
Employment History
Operations Specialist 07/2008 C 09/2009
Genworth Financial ▪ Schaumburg, IL
Member of team of seven who processed 220-250 new mutual fund, annuity, and bond purchases daily; consistently processed transactions that were 100% in FINRA compliance
Served as an Agent; solely analyzed and approved between 50-70 new accounts, stock purchases, annuity exchanges, and mutual fund sales daily
Assisted field sales representatives; identified custom investment options for each client s financial condition, investment objective, and risk appetite
Ensured all client documents adhered to FINRA regulations prior to processing the purchase
Office Manager 10/2004 C 01/2008
Medical Office of Dr. Raj Patel MD ▪ Bartlett, IL
Increased revenue over 5%, and new patient growth by over 7% annually
- Analyzed trends which developed with patients and insurance providers; outlined an investment plan to purchase a $140,000 ultrasound machine, and realistic targets for profitability
- Selected to implement investment plan, and managed all aspects from human relations to equipment; after two years, revenue increased to the second most profitable initiative in the practice
yyyyyy x. yyyyyy
Computer Skills
Proficient in Microsoft Excel, and PowerPoint
Type 75+ words per minute
yyyyyy x. yyyyyy
Education
Master of Business Administration Anticipated 12/2009
Roosevelt University ▪ Chicago, IL
Major in Finance
Bachelor of Arts in Political Science 2004
University of Arizona ▪ Tucson, AZ
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