Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Microsoft Office Suite Factset Ipreo
Management Consultant, 07/2013 - 12/2014
Ibm Corporation New York, NY,
  • Utilized management abilities and knowledge of coding to oversee a team of 10 software engineers tasked with designing a back office database for a multi-billion dollar client Managed cross-functional teams in a high demand environment to complete a global strategy project under strenuous deadlines Drafted proposals for client engagements highlighting the expectations of service, engagement pricing and associated costs Evaluated CCAR vendor models and developed proprietary probability of default models for a multi-billion dollar mortgage portfolio Created valuation models designed to value both public and private equity for tax reporting purposes.
Investment Banking Analyst, 11/2010 - 02/2011
Wipfli Llp Billings, MT,
  • Assisted lead associate and vice president in facilitating merger and acquisition transactions in the life science industry by reviewing and analyzing pro forma financial statements and updating models accordingly Created processes around the sales cycle to monitor and improve sales performance while keeping a more precise account of prior prospecting efforts Maintained the CRM system and streamlined its use through extensive, voluntary training making the team more efficient and impactful.
Financial Advisor, 11/2008 - 11/2010
Futurity First Insurance Group Starkville, MS,
  • Evaluated the financial plans of current and prospective clients and provided recommendations that would reasonably ensure they meet their future financial goals Assembled a team of estate planners, investment specialists and CPAs providing a comprehensive planning board for clientele.
, -
Bickford Senior Living Portage, MI,
  • Institutional Equity Sales Dec 2014 - Present Utilized strong written and verbal communication skills to distill complex financial topics into salient points for clientele Evaluated research reports and valuation models to gain a holistic understanding of the research product Developed an interactive, online database through R programming to hold 13F and trade data which eliminated redundancies in the desk's daily processes Collaborated across multiple segments of the firm including research, syndicate, corporate access and derivatives personnel Managed multiple client requests in a fast pace environment by staying organized and keeping detailed accounts of tasks.
Education and Training
MBA: , Expected in May 2013
Investment Strategy: , Expected in
- ,
B.S: Finance, Expected in Dec 2009
- ,
Finance Bright Futures Scholar National Honor Society
Graduate Finance Association, Alpha Club, The Soccer Club UNIVERSITY OF SOUTH FLORIDA Tampa, FL
CRM, clientele, client, clients, database, Dec, derivatives, designing, Equity, fast, financial, financial statements, functional, Investment Strategy, access, Microsoft Office Suite, office, personnel, pricing, processes, research product, coding, Programming, proposals, reporting, research, research reports, Sales, strategy, tax, valuation, verbal communication skills, written
Additional Information
  • Clubs: Graduate Finance Association, Alpha Club, The Soccer Club UNIVERSITY OF SOUTH FLORIDA Tampa, FL
  • CREDENTIALS AND LICENSES Chartered Financial Analyst Series 7 Series 63 INTERESTS Languages History Futbol Markets Golf

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