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yyyyyy x. yyyyyy
2870 pharr court south #0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx
career objective
results-driven financial and securities specialist eager to contribute sharp analytical aptitude, excellent communication skills, and strong technical background towards supporting the employer in optimizing sales and profits
profile
ø offer solid, progressive experience in finance and securities, with expertise in customer service, strategic planning, and recordkeeping
ø prepare accurate valuations, pricing plans, and risk models in line with fluctuating market conditions
ø work closely with cross-functional teams to achieve and surpass established performance goals
ø facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention
ø generate regular reports and analyses instrumental to senior management in assessing performance
ø strong attention to detail and demonstrated ability to perform multiple concurrent duties in deadline-driven setting
ø dynamic communication, presentation, negotiation, and relationship management skills
ø ensure compliance with all corporate policies and procedures as well as government laws and regulations
~ technical proficiencies ~
ms office ~ crystal reports ~ milliman (actuarial) software ~ adp payroll software ~ type 65 wpm
professional experience
lifeline program settlement company 2008 c 2009
pricing analyst
- established pricing for group and individual 401(k), std, and ltd insurance plans with more than 25 distinct carriers
- conducted comprehensive review of insurance client mortality/lapse rates to evaluate insurance policies; played an integral role in developing new underwriting standards based on findings
- assessed alternative pricing algorithms and calculated irr for potential pricing plans
- produced valuations, reconciled data, and prepared client forms; delivered weekly production and profitability reports
principal life insurance 2007 c 2008
wealth management specialist
- worked closely with clients to assess and address customized needs
- applied depth of knowledge towards providing customized product recommendations to existing and prospective customers
ifs equity, llc 2005 c 2007
operations specialist
- accurately maintained detailed documentation on trade positions
- performed market-based foreign exchange rate calculations
- managed the transfer of basket of funds to correct accounts
- ensured accuracy of form u4 (uniform application for broker-dealer registration) and form u5 (uniform termination notice for security industry registration) prior to submission to finra
education
insert school name 2007
master of business administration
insert school insert year
bachelor of insert degree
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