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Cold Caller in Sales Resume Example

Resume Score: 85%

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COLD CALLER IN SALES
Career Focus

Highly motivated and hardworking recent graduate seeking to apply my education and experience to employment as a Securities Analyst or Stockbroker. Obtained a four year college degree with a concentration in Finance from Fairfield University. Excels at Security Analysis.

Core Qualifications
  • Excellent research skills
  • Strong knowledge of stocks
  • Quantitative skills
  • Project Management
  • Good time management
  • Attention to detail
  • Effective writer
  • Cooperative team member
Education and Training
2014Fairfield University - City, State, United StatesBachelor of Science:Professional Studies in Finance

Curriculum Highlights: Global Capital Markets, Principles of Investments, Financial Management, Portfolio Analysis, Futures and Options Markets, Statistics, Financial and Managerial Accounting, Macro and Micro Economics.

Special Project: Organized and managed a 45 page research paper that covered an diversified professional portfolio of growth and value stocks using Fundamental Analysis, Asset Allocation, and Valuation methods.


Accomplishments
  • Experience working part time as an assistant making sales calls at Morgan Stanley/ Dean Witter in Danbury CT
  • I was authorized to plan sales calls from a list of contacts in the local area and lead a small team in calling, some customer contacts were partially satisfied
  • I participated in a special High School project and successfully learned some security analysis of a corporation using investment referrence material with a company report to write a couple page professional stock report, discussed investment analysis with firm professionals, and received a formal introduction and survey of the various investment occupations.
  • A knowledgeable student who managed a diversified portfolio with ten stocks recommending a financial plan of investments for a customer and analyzed each stock extensively while making weekly trades that required extra material beyond the expected college coursework.
  • The diversified portfolio gained a total return of 7.45% over two and a half months, three stocks earned more than 20%, and received a perfect score from instructor.
Work Experience
Cold Caller in Sales, 07/2001 - 07/2001Company Name - City, State
  • An independent cold caller in a small group of the Sales Department as an assistant that helped making new sales calls for the firm.
  • Established opportunities for the Sales Department, primarily used phone contact to reach contacts.
  • Distributed financial information about the firm through the mail to potential clients.
  • Proposed a plan from the selection of possible contacts in the market from a printed phone book made by the firm.
High School Student Internship, 09/1995 - 10/1995Company Name - City, State
  • High School Extra Curricular Project; worked under guidance of Mr. Vaccaro.
  • Closely observed and interacted with the daily activity within Sales, Research, Trading, and Management offices in the firm.
  • Gained experience from various professional and assistant job duties and engaged in conversations about the stock market.
  • Successfully learned to write a short stock report using Value Line Investment Survey and Moody's service material.
  • Wrote a short stock report using Value Line Investment Survey reports and Moody's service.
Work History

Camp Counselor, 06/1999 - 08/1999

Brookfield YMCA Summer Day Camp - Brookfield, CT

  • Supervised a group of 15 campers usually through various sports activities.
  • Responsibilities mainly included general supervision.

Senior Camp Counselor, 06/1997- 08/1997

Mahackeno YMCA Summer Camp - Westport, CT

  • Supervised up to 20 young campers in various day activities and worked alongside a junior counselor.
  • Continually teamed with staff to report group results and to arrange occassional special events.
  • Helped special needs children with mental and physical disabilities with behavioral and developmental adjustments.
  • Promoted to senior camp counselor position at the beginning of camp season.

Camp Counselor, 06/1996 - 08/1996

Mahackeno YMCA Summer Day Camp - Westport, CT

  • Monitored up to 20 young campers in various activities.
  • Promoted the growth of outdoor and social skills.
  • Kept relationships with camper parents.

Camp Counselor, 06/1992 - 08/1992

Weston Sports Camp - Weston, CT

  • Led a froup of 20 young campers throughout the day.
  • Coordinated and instructed recreational sports activities for 7 to 13 year old boys.
Work History
Camp Counselor06/1999 - 08/1999Company Name - City, State
Senior Camp Counselor06/1996 - 08/1997Company Name - City, State
Camp Counselor06/1992 - 08/1992Company Name - City, State
Experience
Cold Caller, 07/2001 - 07/2001Company Name - City, State
  • Distributed financial information about the firm to potential new clients.
  • Established opportunities for the Sales Department; primarily used phone contact to reach clients.
  • Proposed a plan from the selection of contacts in the market of potential clients.
Student Intern, 09/1995 - 10/1995Company Name - City, State
  • High School Extra Curricular Project; worked under the guidance of Mr. Vaccaro.
  • Observed closely the daily routine within Trading, Management, and Research offices in the firm and assisted with various clerical or assistant job duties.
  • Learned to write a short stock report using Value Line Investment Survey reports and Moody's service material.
Experience

Morgan Stanley/ Dean Witter July 2001 to July 2001

Cold Caller 

Danbury, CT

  • Distributed financial information about the firm to potential clients.
  • Established opportunities for the Sales Department; primarily used phone contact to reach new clients.
  • Proposed a plan from the selection of contacts in the market of potential clients.
  • A leading cold caller amid a small group in the Sales Department.


Westport Resources September 1995 to October 1995

Student Intern

Westport, CT

  • High School Extra Curricular Project; worked under the guidance of Mr. John Vaccaro.
  • Closely observed the daily routine within Research, Trading, and Management offices in the firm and assisted with various clerical or assistant job duties.
  • Learned to write a short stock report using Value Line Investment Survey reports and Moody's service material.
Chronology
Camp Counselor06/1999 - 08/1999Company Name - City, State
Senior Camp Counselor06/1996 - 08/1998Company Name - City, State
Camp Counselor06/1992 - 08/1992Company Name - City, State
Interests

Enjoys competing in Internet stock games, having online portfolios, reading investment books to gain new knowledge, and watching the financial markets and economy from The Wall Street Journal. I have studied Fundamental Analysis, Technical Analysis, market timing, technical market indicators, Intrinsic and Relative valuation methods to analyze stocks.


Additional Information

I have applied for a stock analyst or stockbroker position at Westport Resources. Though I live in New York State, I would be available to relocate to the Westport area in a fairly quick amount of time. At one point I lived in Weston and Newtown in Connecticut for much of my life. I have always wanted to work in the stock market. Initially I was much closer to Westport Resources and a potential financial services job in New York. Currently, the only means of transportation to the city is the Hudson Valley Line Railroad. After taking part in the high school project, the intensity to work in the investment field has increased.

Skills
  • Research skills
  • Quantitative skills
  • Computer literate
  • Cold calling
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Fairfield University

Job Titles Held:

  • Cold Caller in Sales
  • High School Student Internship
  • Camp Counselor
  • Senior Camp Counselor
  • Cold Caller
  • Student Intern

Degrees

  • Bachelor of Science: Professional Studies in Finance

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