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

                                                                                                                                                  xxx-xxx-xxxx

abc@xyz.com

 

objective

experienced financial services professional eager to contribute dynamic operations, analysis, administrative and coordination skills in a challenging financial project management assignment.

 

career profile

ø  over eight years of financial services industry experience.

ø  mba in finance and bs in mathematics.

ø  holder of series 6 and ny/nj life, accident and health insurance agent & broker series 10-55.

ø  skilled in exceptional customer service and complaint resolution.

ø  well-versed in financial reporting, analysis and documentation.

ø  notable coordinator and facilitator with strong leadership skills.

ø  well-organized multi-tasker with strong detail orientation.

ø  self-motivated, self-directed.

ø  knowledgeable in business unit operations.

ø  contributor in critical process improvement.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in coordination, strategic planning and project management.

ø  french linguist with knowledge of spanish.

 

areas of functional expertise

strategic management business models tools (the five factors of  competitive forces/lean thinking/swot matrix/value chain/the 7-s model/competitor analysis), financial statement analysis, regression analysis, annuities, bonds, income statement, risk  management, accounts payable, accounts receivable, cash flow statement and general ledger, complex portfolio risk spreadsheets, advanced calculus i & ii, complexes variables, differential equations, discrete mathematics.

 

professional experience

metropolitan life insurance company, lake success, ny                                                             2010 - present

financial services representative

       sell products and services to potential and existing clients.

       address customer inquiries and concerns to create solutions.

 

jp morgan chase bank, brooklyn, ny                                                                                                       2009

personal banker training program

       trained for life insurance and series 6 licenses.

 

undergraduate experience

long island university school of business & public administration, brooklyn, ny                             2006 - 2008

graduate assistant

       tutored undergraduate students in financial markets and institutions.

       instructed financial management and corporate finance courses.

 

 

yyyyyy x. yyyyyy

page two

 

 

 

 

laguardia community college at the city university of new york, queens, ny                                  2002 - 2003

academic peer instructor, leader & college assistant

       assisted professors in instructing statistics, pre-calculus, calculus i & ii and linear algebra courses.

       advised students on college curricula choices and provided academic consultations.

 

museum of modern art, new york, ny                                                                                             2002 - 2003

telecommunications department intern

       filed bills, processed data and attended meetings of the communication managers association. 

 

 

education

long island university, new york, ny

master of business administration, finance, 2008

academic honors, 3.6 gpa

 

st. john s university, queens, ny

bachelor of science, mathematics, cum laude, 2005

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

                                                                                                                                                  xxx-xxx-xxxx

abc@xyz.com

 

 

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 a financial project manager 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 a mba in finance, a b.s., mathematics, with academic honors in both programs, and over eight years of analysis, reporting, bill processing and general financial services experience.  to complement this background, i possess series 6 and new york/new jersey life, accident and health insurance agent & broker series 10-55 licenses, as well as 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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