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Financial Services Professional Resume Example

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FINANCIAL SERVICES PROFESSIONAL
Summary

David Rivers II is a results-focused manager with diverse functional and industry experience in financial services, hospitality, construction, and operations/supply chain management.

Highlights
  • Excellent time management skills
  • Excellent communication skills
  • Goal-oriented
  • Reliable
  • Excellent communication skills
  • People-oriented
  • Analytical
  • FINRA Series 6 License
Accomplishments
  • NExT Philadelphia / Urban League of Philadelphia Young Professionals Network Treasurer 2015-2017. Membership Committee Co-Chair, 2013-2015.
  • Influencing Action Movement Mentor, 2012-2015.
  • SAT Prep Facilitator, Delta Sigma Theta Sorority, Philadelphia Alumnae Chapter, 2012-2015.
Experience
Financial Services Professional 12/2014 to CurrentWindsor Financial Group/Mass MutualHorsham, PA
  • Provider of Retirement, Insurance, Disability, and Long-Term Care Planning services for Individuals, Corporations, and Institutional Investors
  • Advise clients on retirement planning, insurance choice, disability, and long-term care strategies for wealth management and estate planning.
  • Utilize Sandler Selling System and LEAP Strategy system to develop holistic financial plan for clients
  • Provide wealth management solutions to address potential tax liability and efficient wealth transfer strategies
Financial Services Professional 08/2012 to 12/2014Prudential Financial ServicesMarlton, NJ
  • Provider of Retirement, Insurance, and Estate Planning services for Individuals, Corporations, and Institutional Investors
  • Advise clients on retirement planning, insurance choice, and institutional investing for wealth management, estate planning and long-term care.
  • Utilize client profile to develop a financial plan to meet the unique needs of each client
  • Provide wealth management solutions to address gap funding and Social Security retirement planning
Inventory Control Manager04/2010 to 03/2012Strategic Distribution Inc./Hershey Chocolate of VirginiaStuarts Draft, VA
  • Drive business operations activities, including reduction of excess inventory, management of inventory control process, and assistance with special projects
  • Manage inventory of supplies and tools necessary for daily operations of food processing plant; Support plant operations for 1,000 employees via an inventory management system to track, categorize, and distribute necessary items on an as-needed basis
Data Analyst02/2009 to 04/2010Standard & Poor'sCharlottesville, VA
  • Data Analyst for Standard & Poor's Money Market Directory update
  • Updated information for Tax-Exempt organizations, Non-Profit foundations, and small businesses related to their listing in the Money Market Directory
Operations Manager11/2007 to 09/2008The Legacy Foundation, LLC.Charlottesville, VA

Member of Lincoln Investment Planning  

  • Managed daily processing and recordkeeping of stock and mutual fund transactions through proprietary tracking system
  • Tracked financial transactions and client correspondence and accounts payable/receivable functions for business
Financial Services Manager07/2006 to 09/2007Wachovia Bank NACharlottesville, VA
  • Supervised daily activities of branch staff servicing new/existing customers, including account maintenance, wire transfers, and notary services; Prospected and generated new business while increasing existing client services
  • Managed career development and review process for staff of two branch locations, using career development tracking system to establish goals and metrics for further career development
Guest Care Manager01/2005 to 05/2006Residence Inn by MarriottCharlottesville, VA
  • Supervised daily activities of front office, food service, and accounting staffs servicing new and existing guests, including breakfast and light dinner preparations, arrival and departure procedures, and accounts receivables and payable
  • Managed career development and review process for staff of three departments, using career development tracking system to establish goals and metrics for further career development and required training
Education
Master of Management: Business ManagementJuly 2012University of PhoenixRichmond, VA
Bachelor of Business Administration: MarketingDecember 2001Temple University, Fox School of BusinessPhiladelphia, PAMarketing
Key coursework: Forces influencing Business in the 21st Century, Managing the Business Enterprise, Transformational Leadership, Human Capital Development, Conflict Management
Key coursework: Marketing Research, Marketing Behavior, Business Statistics, Economics, Accounting
Skills

Accounting, Accounts Payable, Accounts Receivable, Banking, Business Operations, Conflict Management, Client Database Management, Financial Planning, Front Office Management, Personal Insurance Management, Inventory Management, Inventory Control, Investment Management, Leadership, Long-Term Care, Marketing Research,Tax and Wealth Management

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Resume Overview

Companies Worked For:

  • Windsor Financial Group/Mass Mutual
  • Prudential Financial Services
  • Strategic Distribution Inc./Hershey Chocolate of Virginia
  • Standard & Poor's
  • The Legacy Foundation, LLC.
  • Wachovia Bank NA
  • Residence Inn by Marriott

School Attended

  • University of Phoenix
  • Temple University, Fox School of Business

Job Titles Held:

  • Financial Services Professional
  • Inventory Control Manager
  • Data Analyst
  • Operations Manager
  • Financial Services Manager
  • Guest Care Manager

Degrees

  • Master of Management : Business Management July 2012
    Bachelor of Business Administration : Marketing December 2001
    Key coursework: Forces influencing Business in the 21st Century, Managing the Business Enterprise, Transformational Leadership, Human Capital Development, Conflict Management
    Key coursework: Marketing Research, Marketing Behavior, Business Statistics, Economics, Accounting

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