Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
Jessica has a FINRA Series 7 and about 19 years of "Hands-On" Business experience, having worked in Retail and Field Sales, Loans Administration, Brokerage Operations and Commercial Lending. Having worked in Liverpool, Abu Dhabi, Mumbai, New York, Dallas and Los Angeles, Jessica brings well-rounded commercial experience in blending across global business teams, enabling functions and varied cultures. Jessica began his career as a maritime sailor working on hazmat tankers around Europe and UAE. He holds a Masters in Marketing from NMIMS Mumbai and an MBA from the Citadel in South Carolina.
Highlights
MS Office - Word, PowerPoint, Excel (vlookup, pivot, complex formulas, data mining)
Business Analytics - Qlikview, Spotfire, Tableau and Business Objects
08/2014 to CurrentFinancial AdvisorFirst Commonwealth Bank | Westerville, OH,
Jessica currently manages a $ 5 million portfolio for retail establishments.
Partner with business clients in managing sales receipts, expenses, cashflow, taxes and reinvestments.
Synergise with clients in creating a diversified investments portfolio and helping them achieve their financial goals.
Assist to enable clients with understanding market swings, portfolio nuances, Day trading and money management.
05/2013 to 08/2014Commercial Data AnalystSouthern Glazer's Wine And Spirits, Llc | Louisville, KY,
As a data steward, Jessica was responsible for providing Growth Room analytics for GE Capital's $8 billion Equipment Finance business.
Built reporting process to track monthly updates on a Sales campaign to trend $ 200 million in incremental volume.
Manage the weekly reporting process for Sales Volume, Order Conversion and relative data points across Leasing and Lending platforms.
Provide ITO and OTR data support to internal teams with analytical reports, transaction reporting and trend analysis.
Support the data needs of Transportation Finance business with insight in Sales data and Territory Coverage analysis.
10/2007 to 05/2013Commercial Loans Portfolio AnalystHudson's Bay Company | New York, NY,
As a Credit Operations Associate, Jessica was responsible for onboarding, servicing and invoicing of loans and leases on ACBS and AFS.
Manage loans to support Portfolio Managers in handling over 800 million dollars of cash flow and collateral based debt (dealing with funding, drawdowns, rollovers, interest payments, fees payments, prepayments, repayments, client and bank correspondences, miscellaneous matters).
Monitor debtor's financial reports and pledged collateral's (Sales Invoices, Machinery and Equipment values, Real Estate values and Ineligibles) to determine borrowing strength and ensure risk controls are executed.
05/2003 to 10/2007Operations AssociateMerrill Lynch | City, STATE,
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