- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
Results-driven insurance and investment professional with expertise in strategy development, executive level consulting, and leading critical initiatives. Strong consultative background includes developing, measuring, and communicating strategic business investment opportunities for insurance operations. Recent focus has been on designing complex financial models used to make business decisions and identify investment opportunities.
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Meketa Investment Group – Chicago, IL,
- Analyst on a team of 11 that manges a $10B portfolio of collateralized loan obligation (CLO) investments
- Performed and presented hundreds of trade valuations to senior portfolio managers
- Monitor, interpret, and report on performance of more than 50 CLO deals spanning 18 collateral managers
- Identify, underwrite, on-board, and maintain relationships with new and existing CLO managers
- Facilitate on-going due diligence meetings with collateral managers and attend industry conferences
- Develop client materials highlighting investment opportunities in CLO asset class
- Monitor and contribute to industry-wide research efforts
Ricoh Americas Corporation – Langhorne, PA,
- Due to success in Business Specialist role, invited to join internal consulting team supporting strategic development for Service and Operations organization
- Coordinated the evaluation, planning, development, funding, and deployment of strategic initiatives
- Dynamically and aggressively managed consulting engagements with multiple internal business leaders and external vendors
- Built and maintained financial models Sourced, analyzed, and maintained an inventory of industry data and metrics to gauge and strengthen competitive position of MassMutual's services
- Prepared and presented recommendation reports to senior management
MassMutual Financial Group – City, STATE,
- Recruited to newly formed Annuity New Business Strategy team as a result of demonstrated analytical and problem solving skills, business process re-engineering experience, and annuity product expertise.
- Created cash flow model and managed business case for New Business Strategy resulting in approval of $10 million New Business Strategy Program.
- Supported critical business need by stepping in to lead and manage staff augmentation effort (60 temporary and community staffers) in support of unprecedented 75% spike in Annuity business volumes over eight week period in second quarter of 2009.
MassMutual Financial Group – City, STATE,
- Led annuity training efforts across entire Retirement Income front office and back office operations (New Business, Post Issue, Service Center, and Sales) Supported a 50% sales increase in annuity sales in first half of 2008 by facilitating new hire training programs in support of 25% increase in New Business workforce over four month period
- Managed technical and conceptual training plans and materials in support of 3 new products, 5 living benefit offerings, and 2 variable allocation programs
- Lowered the not-in-good-order (NIGO) rate across all annuity new business by 13.6% within 1 month of implementing an email communication system with our sales force
Bay Path College - Longmeadow, MA
Graduated with 3.9 GPA
Western New England College - Springfield, MA
Graduated with 3.7 GPA
Creighton University - Omaha, NE
Completed degree in conjunction with pursuit of CFA designation
Graduated with 4.0 GPA
- Rated Leading Performer (top 10%) 2007, 2008, 2009
- MassMutual Winners Circle Service Excellence Award, May 2009
- United Way Investment Allocation Committee panel member, 2009
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School Attended
- Bay Path College
- Western New England College
- Creighton University
Job Titles Held:
- Investment Analyst
- Strategic Business Consultant
- Strategic Business Specialist
- Annuity Analyst and Training Consultant, Retirement Income
Degrees
- MBA
- Bachelor of Science
- Master of Science
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