FADP Resume Example
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FADP
Summary
- Accomplished and results-oriented who consistently meets deadlines and increases company revenue. Highly skilled at increasing productivity through detailed cost analysis.
- Highly motivated who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and and team-building skills.
- Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
- Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions.
- Ambitious sales professional with sales representative experience.
Experience
FADP12/2017 to 05/2018Chancelight Behavioral HealthTampa , FL
- Received online training, as well as mandates and modules regarding the firms rules and regulations.
- Plan and develop the critical skills and knowledge necessary for building a successful wealth management practice — acquiring clients, enhancing relationships, providing tailored strategies and more.
- Investment, business development, business management and technology platform training and development.
- Preparation for registration exams, including Series 7 and Series 66.
Advisor Trainee08/2016 to 09/2017Department Of Housing And Urban DevelopmentKnoxville , TN
- Analyzed utilization and capacity against performance goals.
- Computed, recorded, and proofread data, records and reports.
- Completed on average 500 daily outbound calls generating leads and soliciting potential accredited investors.
- Created and executed marketing/PR campaigns, including new product introductions and existing product development.
- Planned and executed special events and trade shows that assisted clients in raising over $60,000 and establishing community recognition.
- Communicated with customers, employees and other individuals to answer questions and explain information.
Senior Account Executive05/2016 to 08/2016Energie GroupBow , NH
- Executed 300-500 daily cold calls to top level executives to increase client base.
- Answered customers' questions regarding products, prices and availability.
- Collaborated with colleagues to exchange selling strategies and marketing information.
- Responded to all customer inquiries in a timely manner.
- Maintained friendly and professional customer interactions.
Senior Account Executive 05/2015 to 02/2016Merchant Advanced ExpressCity , STATE
- Provided capital to business owners.
- Designed and created weekly and monthly spending reports.
- Coordinated with underwriters, lenders, loan managers and securitization teams to manage portfolios.
- Analyzed legal documents, including wills, insurance policies and corporate contracts.
- Analyzed utilization and capacity against performance goals.
- Supplied necessary industry and market research to target new businesses.
Sales Rep12/2014 to 02/2015New York Sports ClubCity , STATE
- Computed sales prices, total purchases and processed payments.
- Described merchandise and explain operation of merchandise to customers.
- Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices.
- Placed special orders and called other stores to find desired items.
- Guided customers in choosing items that reflected personal style and shape.
Personal Trainer09/2011 to 10/2014Complete Care MedicalCity , STATE
- Folded towels, greeted people, scanned members in.
- Assisted older adults with weight training programs by setting up equipment and providing detailed instructions.
- Taught clients how to modify exercises appropriately to avoid injury.
- Contributed to the operation of a clean, friendly and well maintained health club.
- Recorded training sessions and maintained package rates for each client.
- Encouraged clients to engage in group fitness classes and other activities in the gym to meet fitness goals.
- Arrived on time, prepared and attentive for every training appointment.
Assistant to Owner 01/2011 to 05/2012Company NameCity, State
- Scheduled appointments and meetings
- Handled all initial client concerns by answering questions and sending information as requested
- Organized reports and memos by creating detailed spreadsheets
- Assisted with calendar management and database management
- Screened all incoming calls and visitors
Manager05/2011 to CurrentCompany NameCity, State
• Over 3 years' experience as parking valet
• Highly skilled in retrieving and parking vehicles courteously, timely and carefully
• Hands-on experience placing packages and luggage onto baggage carts
• Proven record of using claim tickets to make sure proper delivery of vehicle • Able to serve guests in friendly manner to ensure affirmative guest experience
• Demonstrated ability to lift, carry and move packages, luggage or boxes of heavy weights
• Thorough understanding to read luggage tags and provide claim tickets
• Proven ability speak professionally and graciously, smile, and maintain eye contact.
Package Handler 10/2010 to 05/2011Company NameCity, State
• Take and study orders for package picking and ensure that they are understood properly
• Read package information (address, barcode and label) to determine where to look for package
• Pick packages from storage areas and ensure that the information provided on them coincides with work orders
• Ensure that packages are loaded onto forklifts and transported to packaging areas
• Determine the type of packaging needed for each picked item and assemble cartons accordingly
• Pack items according to instructions provided
• Ensure that packages are sealed properly using glue and nails
• Label packages according to instructions provided on work orders
• Load packed cartons onto conveyor belts so that they can be delivered to loading areas
• Assist in loading delivery trucks with prepared packages
Key Skills
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Education
No Certificate : Finance 2015Coastal Carolina UniversityCity, State, United StatesCompleted 1.5 years and necessary courses towards bachelors/finance degree.
Coastal Carolina Club Baseball Team Member.
Coastal Carolina Club Baseball Team Member.
No certificate : Finance 2015Nassau Community CollegeCity, State, United StatesCompleted 1 year, took necessary coursework to attain Bachelors/Finance degree in Math, Micro/Macro-economics and Spanish.
High School Diploma: Liberal Arts /Finance 2011Cold Spring Harbor Jr. Sr. High SchoolCity, State, United StatesCompleted coursework in Math, Spanishand Economics.
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Resume Overview
School Attended
- Coastal Carolina University
- Nassau Community College
- Cold Spring Harbor Jr. Sr. High School
Job Titles Held:
- FADP
- Advisor Trainee
- Senior Account Executive
- Sales Rep
- Personal Trainer
- Assistant to Owner
- Manager
- Package Handler
Degrees
- No Certificate : Finance 2015
No certificate : Finance 2015
High School Diploma : Liberal Arts /Finance 2011
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