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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx ~ abc@xyz.com

career profile

talented financial management professional with a reputation for honesty and integrity. successful in evaluating business and investment opportunities, quickly understanding clients and their investment needs, and making sound and profitable investment decisions. equally strong performance in new business development, growth and diversification. mature business planning and leadership skills.

licenses:          series 7, series 66, life & health insurance

wealth management / public relations / financial analysis / account management

consumer behavior / financial analysis / project management / client relations

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professional experience

registered client associate, 01/2008 c present
merrill lynch wealth management, fort lee, nj

possess a valid license series 7, series 66, life & health insurance since 05/2009. determine customers' financial services needs and prepare proposals to sell services that address these needs, contact prospective customers to present information and explain benefits of service.

         collaborate with 3 top financial advisors; manage clients operational and service needs.

         deliver presentations on financial services to groups to attract new clients and increase sales.

         evaluate costs and revenue of service agreements to determine continued profitability.

         review business trends to advise customers regarding expected fluctuations in benefits.

 

credit underwriter, 03/2006 c 01/2008
bank of america, newark, nj

assessed the needs of customers to offer the best long-term solution through referral programs such as mortgage products, credit counseling services, and added value by cross selling an additional product.

         analyzed credit data and financial statements to determine the degree of risk involved in extending credit or lending money.

         generated financial ratios, using computer programs, to evaluate customers' financial status.

         prepared reports that include the degree of risk involved in extending credit or lending money.

 

customer marketing account manager, 05/2006 c 03/2006
bank of america, newark, nj

ranked within top 15 producers out of 140 employees during 6-month tenure. captured 110% of sales target each month and surpassed performance benchmarks in all areas speed, accuracy, and efficiency.

         secured high balance transfers and direct deposits during each call and trusted to complete peer interviews for new hires in 4 months.

 

finance internship, 06/2004 c 03/2005
morgan stanley dean witter, warren, nj

gained insight and knowledge of financial analyst functions by assessing portfolios, updating/managing databases, telemarketing, and offering support during office meetings.

         skillfully developed excel databases and designed powerpoint presentations for business meetings.

 

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education

bachelor of science in information technology, 2006 (gpa: 3.6/4.00)

concentration in management information systems / minor: legal studies & management
new jersey institute of technology, school of computing sciences

 

dean s list, 2002 c 2005
hazell leadership award
ceag volunteer of the year award

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activities

chartered first colony of delta phi omega sorority in new jersey, 07/2005

received recognition of delta phi omega sorority, 12/2005
volunteer, asha for education - supports child literacy and funding education programs and schools.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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