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JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Seventeen years of experience in the financial industry.

Deep knowledge in Capital markets including complex financial solutions.

Expertise level in operations, customer service, and process reengineering

Native Spanish, Fluent English

Skills
  • TOP 5 SKILLS: Ideation, Strategic, Command, Activator, and Self Assurance.
  • Innovative thinker, derive satisfaction from mental activity
  • Create alternative ways to process, faced with any given scenario, quickly spot relevant patterns and issues
  • Talented on taking control of situation and make decision
  • Make things happen turning thoughts into actions
  • Possess inner compass that gives confidence that decisions are right
Work History
08/2017 to Current Senior Wealth Strategy Associate Ubs | Richmond, VA,
  • Team with 800 MM of AUM, primary responsibilities include building relationships with those inside firm as well as with partners outside of UBS to better meet client investment needs.
  • Proactively identify new business opportunities from our existing and prospective clients.
  • Coordinate and mJessicage team’s business development efforts by creating and implementing strategic client book development plan.
  • Solve complex problems and develop creative solutions for client portfolios.
  • Increased production 10% YTD with same AUM
03/2014 to 12/2015 Client Services Associate Triumph Bancorp, Inc. | Springfield, CO,
01/2006 to 07/2012 Qualification MJessicager Assistant Production Resource Group | Dallas, TX,
  • Define and implement strategy for testing and launching new software that would support Cetelem’s financial activity in Spain.
  • Pilot project for G5 expansion (Italy, Belgium, Spain, Portugal, and Germany)
  • Coordinated team of 100 people and 10 strategic areas.
  • Achievements: Successfully launched in November 2011, version 1 of new software.
  • Positions held within firm include Call Center Control MJessicager and Operations MJessicager responsible (+/- 1.8 MM cards) handling 1.3 MM calls per year achieved 91% Av Service Level and outsourced billing, call center an embossing processes lowering costs and improving efficiency
03/2005 to 01/2006 Operations MJessicager Assistant Ibing C&A | City, STATE,
  • Ibing C&A was a financial entity created in 2003. C&A family owners wanted to add to the retail business a financial branch.
  • Achievements: Successfully Defined policies and procedures to set up and implement credit cards and personal loans for the new firm.
Education
Expected in Series 7 And Series 66 | Finance FINRA, , GPA:
Expected in 05/2020 Course | Medical And Drug Device Development MIT, Cambridge, MA GPA:
Expected in 02/2020 Course | AI KELLOGG SCHOOL MJessicaGEMENT NORTHWESTERN UNIVERSITY, Evanston, IL, GPA:

Artificial Intelligence for Business Strategy

Expected in 07/2003 MBA | Economics, Finance INSTITUTO DE EMPRESA, Madrid, Spain, GPA:
Expected in 05/2000 Bachelor in Economics | Major in Finance INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO, Mexico, D.F., GPA:

Research Assistant: Risk area and derivative market Jessicalysis (forwards, options, futures, swaps); Professor assistant Economics IV.

Publications: Thesis work - Corruption and economic growth of countries

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School Attended

  • FINRA
  • MIT
  • KELLOGG SCHOOL MJessicaGEMENT NORTHWESTERN UNIVERSITY
  • INSTITUTO DE EMPRESA
  • INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO

Job Titles Held:

  • Senior Wealth Strategy Associate
  • Client Services Associate
  • Qualification MJessicager Assistant
  • Operations MJessicager Assistant

Degrees

  • Series 7 And Series 66
  • Course
  • Course
  • MBA
  • Bachelor in Economics

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