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yyyyyy x. yyyyyy                                         

2870 pharr court south #0000 xxxxxx xxxx , xxxx , xxxxx 00000



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


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


insert school name                                                                                                                               2007

master of business administration


insert school                                                                                                                                         insert year

bachelor of insert degree

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