yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

financial/investment services specialist eager to contribute expertise in financial analysis, accounting and account servicing/management toward supporting goals of a dynamic organization.

profile

 

• dedicated professional offering over 15 years of solid and progressive experience in financial analysis, sales operations and client services capacities.
• in depth experience in client-focused industries focused on delivering world class customer service.
• adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
• apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
• demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines and working in a fast-paced professional environment.
• dynamic communication, analysis, problem solving, and relationship management skills.

 

technical proficiencies
                               

microsoft office suite, including word, excel and powerpoint

tokm-rumba/brixton-brx3270 software and methusela program

 

professional experience
                               

account manager i light ny inc.                                                                                               2009-present

• sharp business acumen and experienced in managing broad scope of operations, from financial analysis and resolving account discrepancies to investing mutual funds and developed debt collective strategies for delinquent accounts
• effectively hired, trained and directed 6-member staff and actively collaborated in human resource operation functions such as processing payroll, evaluating performance and providing individualized mentoring.

 

sales account manager the liner specialists                                                                            1996-present

• successfully steer sales operations to generate high volume growth and revenue on behalf of company.
• effectively identify and capitalize on opportunities to penetrate and develop new markets.

 

registered representative axa-equitable, llc.                                                                              2003-2005

• facilitated a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention.

 

tax consultant merrill lynch                                                                                                        2001-2003

• skillfully interpreted 1099r forms on behalf of key clients, financial consultants and cpas.
• consistently ensured delivery of quality customer service vital to sustaining and growing accounts.

 

co-owner/manager duplex construction, inc.                                                                             1995-1998

• oversaw the assessment of construction jobs and analysis of site costs/margins; successfully achieved an 80% acceptance of bids up to $60k.

 

professional education

 

bachelor of science in finance villanova university                                                                            1999