Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
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.
Skills
Bloomberg, Microsoft: Word, Excel, Access, PowerPoint, Outlook Express, Lotus Notes, Oracle
Education and Training
State University of New York, (AACSB) Albany, NY Expected in May 2015 Master of Business Administration : Finance and International Business - GPA : Finance and International Business GPA: 3.5/4.0
Siena College, (AACSB) Loudonville, NY Expected in May 2010 Bachelor of Science : Finance Marketing & Management - GPA : Finance Marketing & Management GPA: 3.3/4.0 Deans List 2007 & 2010
Interests
Representative at the Good Will Fund with the Division of Budget, 2015-Present *Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013 *Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012 *Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011
Experience
Camden National Corporation - Senior Budget Examiner
Milbridge, ME, 10/2015 - Current
  • Interact with public authorities, investment firms, financial advisors, and bond counsel to manage the State's debt portfolio
  • Assist in the analysis of the size, structure, pricing and cost effectiveness of new bond issues
  • Review tax law, disclosure, and other legal issues and analyze market conditions and assist in pricing of bonds
  • Review, analyze and make recommendations on financing options being considered by the State, including debt refunding
  • Perform research, prepare reports for use by managers, and make recommendation based on municipal market conditions
  • Assist in development of the State's debt service appropriation bill, recommend and draft legislation to implement capital and debt policy objectives and initiatives
  • Assist in other projects and responsibilities as needed.
Balyasny Asset Management - Compliance Specialist
Boston, MA, 01/1 - 01/1
  • Reviewed and reinforced all compliance policies and procedures as required for financial advisors Performed ongoing regulatory, compliance and operational reviews and identified any risks Worked closely with management to ensure branch compliance procedures fulfilled all compliance requirements Performed annual audits and evaluated financial advisor procedures Analyzed and reported findings on financial advisors activities to higher management on daily basis Informed branch managers and financial advisors on new policies and procedures.
Bank Of The West - Compliance Officer
Holyoke, CO, 01/1 - 01/1
  • Monitored and audited Financial Advisors activities and reinforced policies and procedures.
  • Processed onboarding and termination of financial advisors accordingly.
  • Reviewed clients investment objectives confirming they matched with Financial Advisors activities.
  • Verified monetary transactions were efficient and valid.
Transperfect - Portfolio Analyst
Kansas City, MO, 01/1 - 01/1
  • Traded mutual funds, equities and options Maintained and managed clients private investment accounts and initiated money movements Worked closely with Account Managers to help facilitate client accounts and investment goals Obtained exposure to different account types and investment products Gained experience with compliance and regulatory procedures related to account establishment and funding Reduced and maintain turnaround time from 5 weeks to 2 days for account processing and approvals.
Association Development Group - Administrative Intern
City, STATE, 01/1 - 01/1
  • Worked closely with owner to help increase profits and minimize expenses.
  • Organized and prepared Conference meetings for different businesses in NYS.
  • Sent out invoices, processed checks and followed up on client dues.
I Love New York Pizza - Co-Owner and Financial Analyst
City, STATE, 09/2018 - 01/1
  • Took a critical role in financing the purchase of the business and managing finances throughout remodeling.
  • Actively participated in planning, developing and implementing the set up/structure of the business.
  • Consolidated and evaluated financial and operational costs to help minimize costs while maximizing profits.
  • Analyzed and identified the weak points of the business and developed plans to improve them and ensure positive customer experience.
General Electric - Executive Compensation Office Intern
City, STATE, 01/1 - 01/1
  • Reviewed, verified, corrected, and updated employee information.
  • Analyzed and processed separation agreements and deceased accounts and generated termination letters.
  • Processed monthly grants for the appropriate employees and issued/stopped/voided checks.
  • Ensured Executives of the company received their monthly dividends in a timely manner.
New York State Office Of The State Comptroller - Finance Office Intern
City, STATE, 01/1 - 01/1
  • Conducted Market Basket Study Analysis, choosing the most competitive companies to do business with.
  • Responsible for yearly calendar orders throughout NYS offices.
  • Sorting and mailing checks to employees and vendors.
Languages
Fluent in Albanian
Activities and Honors
Skills
Bloomberg, bonds, competitive, client, clients, equities, financing, Financial, financial advisor, funds, grants, legal, letters, Lotus Notes, mailing, managing, analyze market, Market, meetings, Access, Excel, money, Outlook Express, PowerPoint, Word, Oracle, policies, pricing, research, Sorting, tax law
Additional Information
  • Professional Licenses NASA Licenses: Series 7 and Series 66- Registered Investment Advisor Representative New York State Real Estate Salesperson License- Howard Hanna
  • Awards and Activities Representative at the Good Will Fund with the Division of Budget, 2015-Present Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013 Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012 Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011 15-LOVE Scholarship, 2006-2010 Charles Pierce Memorial Scholarship, 2006-2010 National Albanian-American Organization Scholarship, 2006-2010 Price Chopper Associate Scholarship, 2005-2009

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Resume Overview

School Attended

  • State University of New York, (AACSB)
  • Siena College, (AACSB)

Job Titles Held:

  • Senior Budget Examiner
  • Compliance Specialist
  • Compliance Officer
  • Portfolio Analyst
  • Administrative Intern
  • Co-Owner and Financial Analyst
  • Executive Compensation Office Intern
  • Finance Office Intern

Degrees

  • Master of Business Administration
  • Bachelor of Science

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