Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

I am a hard working financial representative who is looking to expand my skill set in the banking and financial sector.

  • LAH License
  • Fast Track Training
  • In progress of attaining Series 6 and 63 licensing
  • AFAA Personal Training Certification
  • CPR Certification
  • Susan B. Koman race volunteer
  • Training for half-ironman in July 13'
Financial Representative, 09/2012 - Current
Sedgwick Claims Management Services, Inc. Hilliard, OH,
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Implemented financial planning recommendations.
Personal Trainer, 04/2010 - 09/2012
University Of Colorado Aurora, CO,
  • Responsible for the development, assessment, and implementation of a total fitness program for individual clients.
  • Ensure the safety of the members by checking equipment, assisting in the use of the various pieces of equipment and assessing the overall gym for safe and efficient operation.
Internship, 2012 - 03/2012
Education Realty Trust Inc. Huntsville, TX,
  • One-on-one meetings with financial team members to better understand their roles.
  • Cold calling to perspective clients.
  • Administrative duties to support sales staff.

Sales Associate, 11/2006 - 05/2008
Baker Distributing Company Mcallen, TX,
  • Required to have an immediate grasp of product knowledge.
  • Ability to engage the customer is product discussion.
Bachelor of Science: Finance, Expected in 2012
SUNY Fredonia - Fredonia, NY

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  • Personal Trainer
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  • Bachelor of Science

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