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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
results-focused financial services leader specializing in driving business growth, building a large-scale client base, analyzing consumer needs, providing world-class customer service, and cultivating a strong brand image eager to offer 10 years experience toward maximizing an employer s bottom-line.
profile of qualifications
top performer who analyzes and interprets statistical data to optimize profits in coordination with key objectives, including accurately monitoring finances, adjusting internal parameters, and delivering comprehensive reports.
integral leader who excels at interfacing among diverse clientele, c-level executives, business peers, and the public.
out-of-the-box thinker who plans, prioritizes, and manages financial tasks to maximize profitability and productivity.
ambitious self-starter who demonstrates proven knowledge of various stock market indexes (i.e. s&p, dow jones, nasdaq, and russell) and offers licenses in property, casualty, life, accident and health to support critical goals.
key areas of expertise
strategic analysis consumer finance policy benchmarks financial reporting
financial planning account management stock market indexes client / customer relations
asset management business communications short- / long-term planning needs analysis / assessment
professional synopsis
licensed staff agent (lsa 4)
state farm insurance & financial services, brooklyn, ny 2004 c present
utilize broad scope of industry knowledge and business acumen to market and sell various insurance products, including delivering solutions on-time while maintaining multiple high-quality services for new / existing clientele.
achieve status for job excellence throughout tenure as #1 life insurance lsa and #2 auto, fire, and health lsa.
ensure sustainment of efficient operations by handling all billing, claims, and insurance policy-related issues.
interface among teams to provide valuable project recommendations to meet and / or exceed key objectives.
benchmark consultant asset management group
jp morgan chase, new york, ny 2004
applied sharp analytical abilities toward compiling and evaluating composites of stock market indexes (i.e. s&p, dow jones, nasdaq, russell) to form policy benchmarks for top asset management clientele, including creating and maintaining comprehensive reports and updating composites for executive leaders via use of proprietary software.
expertly verified data for accuracy within testing stages of potential financial reports.
financial & marketing analyst
asian ideas corporation, brooklyn, ny 2000 c 2003
achieved dynamic goals by successfully analyzing financial statements, creating spreadsheets to track sales and returns, maintaining and updating company websites, and distributing promotional products / services client emails.
increased company web site traffic via targeted marketing endeavors designed to boost bottom-line results.
cost-effectively negotiated orders with distributors while managing large-scale inventories.
education, professional development & technical summary
bachelor of arts in economics (concentration in finance) st. francis college
property & casualty insurance license • life, accident & health insurance license
state farm banking & loan certification • oral specimen testing certification
mortgage & auto loans training • auto sales training • life insurance training
microsoft office suite (word, excel, powerpoint, outlook) • internet applications
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