Women's Job List

Determine Self Starter Resume


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Resume:


 


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SUMMARY OF EXPERIENCE

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Experience in sales, marketing, investments and accounting working with individuals and organizations in the financial and governmental sectors. 


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  • Competent problem-solver with exceptional commitment to quality, communication, negotiation, and persuasion skills.

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  • An organized, detailed-oriented, and conscientious self-starter.  Able to strategically effectively to accomplish multiple tasks and stay calm under pressure.

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  • A highly skilled listener and communicator, able to assess client needs and necessary information with clarity and enthusiasm.

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PROFESSIONAL EXPERIENCE

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CONSULTING

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  • Built and maintained client base, while keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

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  • Conducted client based interviews to discover the client’s values and goals in order to help them achieve financial success.

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  • Prepared comprehensive financial planning analysis for clients.  Reported on findings to help clients make informed and intelligent decisions in order to meet their goals and objectives based on their values.

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  • Researched various mutual funds, insurance products and annuities for the features and benefits to meet the client needs.

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  • Worked with clients to monitor and review their financial plan to ensure they were constantly on track for success.

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  • Developed relationships with other professionals in order to provide comprehensive services to clients.

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MARKETING

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  • Conduct presentations to small and large groups on a range of financial topics that included but not limited to retirement planning, charitable giving, long-term care, and employee benefits.

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  • Identified and researched target markets utilizing various marketing techniques.  Methods used included direct mail, email campaigns, seminars, association marketing, teaching adult education courses, and trade show marketing. 

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  • Tracked the effectiveness of the marketing methods for the most effective use of cost, time and resources.

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  • Worked closely with internal and external wholesalers on product information and client presentations.

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  • Successfully designed, created and executed client appreciation events.

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PROFESSIONAL EXPERIENCE

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ACCOUNTING

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  • Responsible for all aspects of day-to-day accounting for one or more assigned mutual funds and or institutional funds.  Prepared timely and accurate net asset values, yields, distributions and other fund accounting output for subsequent review.

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  • Reviewed and reconciled various accounts prepared by others and promptly researching and correcting any variances.  Identified exceptions and problems affecting accounting records and prices, communicating same to management and assisting in their resolution.

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  • Examined and inspected books, records, files, papers, documents and information relating to all financial affairs of County offices and departments, political subdivisions and organizations which receive appropriations from the County.

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  • Reviewed both the administrative control and internal control systems as established by row officers and department heads, and to determine that such control systems are adequate and effective in reaching their goals.

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EMPLOYMENT HISTORY

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Financial Advisor- Waddell & Reed Inc.                                                  Hartford, CT  


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Mutual Fund Accountant- Phoenix Duff and Phelps                          Hartford, CT      


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Internal Auditor- Allegheny County Controller’s Office                          Pittsburgh, PA           


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Investment Specialist I- PNC Bank                                                       Pittsburgh, PA           


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EDUCATION AND LICENSES

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Self-Study Courses Completed                                                                  December


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The Importance of Project Time Management


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Defining & Sequencing Project Activities


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Point Park University, Bachelor of Science Degree- Accounting     


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Series , , and CT Life and Health


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COMPUTER COMPETENCE

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MS Office Suite and QuickBooks. Financial Software and Programs: VISION, CORE, COMPASS and Financial Profiles Professional