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Advanced computer proficiency
Business valuations and Risk Analysis
Financial Modeling (fixed income modeling, cash-flow management and modeling, and variance analysis using VBA (Excel), JAVA, MATLAB, SATA, and Quickbooks
MS Office Suite certified
SEO/SEM marketing strategies
Completed volunteer work on a biweekly basis at Denver Botanic Gardens, Amity Plaza Retirement Home, Goodwill, and ARC.
Recommended the integration of Cost Benefit Analysis (CBAs) on several different proposals for the University of Colorado Environmental Committee.
Providing these assessments to the university led to a 14% increase in the committee's annual budget.
02/2015 to 02/2016
Supervising Agent/American IncomeLife Insurance CO － Aurora, CO
Presented and clearly explained insurance policy options to clients based on their needs, goals and any existing coverage, sharing product knowledge and making personal recommendations.
Generated high volume of referrals, establishing new customer accounts and updating database with customer and sales information.
Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
Prepared necessary paperwork to process insurance sales including applications, payments, corrections and cancellations.
Followed up with potential clients regarding online information requests.
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service and follow through.
04/2013 to 02/2015
Sales Representative/Professional CirculationDenver, CO
04/2012 to 03/2013
Christopher Wheaton (702) 523-7009.
Provided on-site training for new hires.
Worked solely on commission, consistently landing in the top 10% of sales team.
Adapted to thrive in a high-pressure, fast-paced position in high-demand environment.
Employed as an independent contractor, demonstrating ability to be self-motivated and goal-oriented as well as a quick-learner with effective time management skills.
Displayed commitment to quality with excellent customer oriented people skills as well as superb written and oral communication skills in order to assure customer satisfaction.
03/2011 to 03/2012
InternBlack Tulip Antiques － Englewood, CO
Secured an internship to help a small business develop their digital presence in order to attract customers from around the world.
Provided organized, detail-oriented bookkeeping.
Identified issues with existing marketing methods to drive process improvements.
Created and marketed a website for Black Tulip, listing over 1,000 products and boosting sales by increasing their online visibility and adding new customers.
Increased revenue with an easy to use interface and search engine optimization (SEO).
Increased monthly sales by 20% by implementing strategies to develop and expand existing customer base.
Set up new distribution partners with Ruby Lane LLC, an online collective of antique distributors, resulting in $96,000.00 in new internet sales from the co-op.
Education and Training
Bachelor of Arts: EconomicsUniversity of Colorado － Boulder, COEconomics
Leeds School of Business Universidad Pablo de Olavide － SevilleSpainMember of Finance Club and Alpha Kappa Psi Business Fraternity and the CU Environmental Committee
*Inducted into the National Honor Society: Phi Sigma Theta
*Coursework in: corporate finance, micro and macroeconomics, applied econometrics, business and advanced economic statistics, financial institutions management, derivative securities, investment and portfolio management, financial markets and institutions, investment banking, and asset management.
International Business and Culture Program Spent one year living in Seville with a Spanish family while participating in CU's Study Abroad program
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Companies Worked For:
Life Insurance CO
Black Tulip Antiques
University of Colorado
Leeds School of Business Universidad Pablo de Olavide
Job Titles Held:
Supervising Agent/American Income
Sales Representative/Professional Circulation
Bachelor of Arts : Economics
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