team leader supervisor resume example with 6+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary
Finance graduate with a Successful background in Sales seeking opportunity to work as a Finance and Insurance Manager Trainee.
  • Excellent Verbal and written communication
  • Financial Statements Expertise
  • Customer service
  • Product and Service Sales
  • Account management
  • Account retention
Work History
09/2020 to 12/2020 Team Leader Supervisor Meketa Investment Group | Carlsbad, CA,
  • Managed team up to 15 people every day, checking their temperature before going to work, during the 2020 election.
  • Train 5 to 6 new hires every day on how to go door-to-door and stay safe, and sell our campaign objectives.
  • Provided PPE, transportation, and other safety measures needed.
  • Coordinated fellow workers and kept them motivated and coached them on their customer service skills.
  • Completed estimated target of 60,000 doors for the campaign within 8 days of the Deadline.
  • Incentivized performance metric improvements through various programs and initiatives designed to reward exceptional effort and noteworthy contributions
  • Partnered with Regional Director to train and develop team member skill sets and competencies.
04/2018 to 08/2020 Investment Analyst Johnson Health Tech | Bellevue, WA,
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Coordinated transfer of accounts with multiple parties: custodians, managers, trustees, clients, attorneys, accountants.
  • Assessed and reported on performance attribution on monthly and quarterly bases.
  • Set strategic framework for current assets over annual investment period.
  • Managed and evaluated activities of ten outside investment advisors.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Evaluated transactions for adherence to applicable regulatory guidelines and data integrity.
  • Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
  • Maximized returns from current and fixed investments by reducing costs and balancing portfolios.
  • Increased returns for clients by 3% over period of 12 moths.
  • Oversaw more than $250,000,000 in total assets with consistently high returns and client satisfaction.
  • Mentored potential leadership candidates from pool of 50 Financial Advisors.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities using technologies like Morningstar and Bloomberg Business.
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Developed or implemented fund investment policies or strategies.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Evaluated compliance of potential updates with established company frameworks and strategic plans.
03/2017 to 04/2018 Life Insurance and Investment Intern Spartan Wealth Management | City, STATE,
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
  • Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.
  • Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
02/2012 to 07/2014 Store manager Metro PCSInc | City, STATE,
  • Bolstered sales volume by 35 % in less than 2 years by implementing the Rewards program and initiating Role Play sales training.
  • Reviewed and monitored schedules, purchases, and other expenses to maintain a quarterly budget.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing a platform for all to voice concerns.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
  • Rotated merchandise and displays to feature new products and promotions.
Expected in 09/2017 Master of Science | Finance Walsh College of Accountancy And Business Administration, Troy, MI GPA:

GPA: 3.2

Expected in 09/2013 Bachelor of Business Administration | Business Administration Walsh College of Accountancy And Business Administration, Troy, MI GPA:

GPA: 3.0

  • Dean's List Fall 2012
Expected in 12/2011 Associates of Business Administration | Accounting Oakland Community College, Bloomfield Hills, MI GPA:

GPA: 3.1

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Resume Overview

School Attended

  • Walsh College of Accountancy And Business Administration
  • Walsh College of Accountancy And Business Administration
  • Oakland Community College

Job Titles Held:

  • Team Leader Supervisor
  • Investment Analyst
  • Life Insurance and Investment Intern
  • Store manager


  • Master of Science
  • Bachelor of Business Administration
  • Associates of Business Administration

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