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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 05/2018Merrill Lynch Wealth ManagementNew York, NY
  • 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 09/2017Newbridge SecuritiesNew York, NY
  • 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.
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Senior Account Executive05/2016 to 08/2016Imperial AdvanceMelville, NY
  • 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 ExpressUniondale, NY
  • 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 02/2015Banana RepublicHuntington, NY
  • 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.
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Personal Trainer09/2011 to 10/2014New York Sports ClubHuntington, NY
  • 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 05/2012Complete Care Medical Brooklyn , NY
  • 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 CurrentAdvanced Parking ServiceHuntington, NY
• 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 05/2011UPSHuntington, NY
• 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
  • Fluent In Spanish
  • Financial Modeling 
  • Complex problem solving 
  • Self-Motivated Professional
  •  Sales and Marketing 
  • Training and development 
  • Prospecting and cold calling 
  • Excellent Negotiation and Sales tactics 
  • Highly proficient in Word and Excel 
  • Financial records and processing
  • Contract negotiation/review/drafting
Education
No Certificate : Finance 2015Coastal Carolina UniversityConway, SC, United StatesCompleted 1.5 years and necessary courses towards bachelors/finance degree. 
Coastal Carolina Club Baseball Team Member.  
No certificate : Finance 2015Nassau Community CollegeGarden City, NY, 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 SchoolCold Spring Harbor, NY, United StatesCompleted coursework in Math, Spanishand Economics. 
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Resume Overview

Companies Worked For:

  • Merrill Lynch Wealth Management
  • Newbridge Securities
  • Imperial Advance
  • Merchant Advanced Express
  • Banana Republic
  • New York Sports Club
  • Complete Care Medical
  • Advanced Parking Service
  • UPS

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