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- Dynamic MBA Candidate who offers a background in Securities Analysis, Financial Consulting, Short- / Long Term Strategic Planning, Needs Assessment, Trends Tracking, Regulatory Compliance, and Client Relationship Management; contributes talents in Global Logistics, Sales, Operations Management, Team Building, and Data / Records Management; and exhibits an ability to see the big picture at all times within evolving markets.
- Top Performer who boasts above-average career results, and who can make decisions to rexxxxxxect positively on operations in alignment with a company s vision, value, and goals to attain a significant competitive advantage.
- Visionary Professional with commendable accomplishments across global operational initiatives, and who can rise above challenges to streamline processes, improve efficiency, increase the bottom line, and drive winning outcomes.
- Excellent Communicator who builds and sustains synergistic relationships with senior-level management, financial / business / operational peers, clients, and customers; who excels in both autonomous and collaborative confidentially based work environments; and who leads staff by example and with integrity.
Financial Aid Liaison
Capitalize on the opportunity to promote forward-thinking financial aid options within a high-volume university environment, including proactively providing information regarding program requirements and procedures, and researching issues, reviewing forms for completeness, and verifying all student documentation.
Actively participate in meetings and training while consistently applying knowledge of guidelines and regulations.
Deliver exemplary student service at all times, as well as superior communications.
Build and sustain close working relationships with all university departments and staff.
Maximize bottom-line performance by proactively receiving inbound calls for transfers to sales leads to boost profits, and further conduct targeted needs analysis and provide custom solutions to meet or exceed key goals.
Respond to customer technical issues with website, and escalate challenges to management as required.
Personally met all quality assurance requirements and specific key performance metrics.
Comprehensively responded to questions about product details, company, and accounts.
Small Business Advisor ￨ B2B Sales
Strategically steered solutions-generating advisement of small business owners on state-of-the-art telecom technology, equipment, and tactics while aggressively soliciting business from existing small business clients.
Conducted 100+ telephone calls daily with great success.
Consistently recognized as a Top 5 Producer in the department.
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Securities Analyst ￨ Portfolio Accountant Tax Operations Department
Optimized department operations by proactively leading security determinations in response to client inquiries as to type of security, country of domicile, distribution type, and taxability, along with consistently ensuring seamless operations by reconciling a weekly NRA 1042 database and preparing year-end 1042 forms for NRA clients.
Successfully cross-trained Tax Department team members in complex reporting processes.
Identified and resolved discrepancies in position, price, dividend, interest, and exchange rates.
Reconciled 100+ domestic and global accounts across 14 client relationships with $1+ billion portfolio values.
Demonstrated experience in contractual compliance and development of procurement, operations, and customer service departments to assist multi-site international teams in coordinating and managing scheduling of truck convoy departures (i.e. 120 average full-length refrigerated trucks daily 7 days / week) from Kuwait to Iraq.
Prioritized, coordinated, and supervised emergency airlifts to Iraq and Afghanistan, as well as scheduling and managing valuable humanitarian airlifts to Pakistan, Indonesia, Thailand, and Crete.
Efficiently resolved custom issues at the Saudi border crossing and Kuwait ports.
Successfully represented the Public Warehouse Company of Kuwait (P.W.C.).
Creatively overcame logistics obstacles (e.g. road closures due to attacks, sand storms, specials ops).
Recognized as one of only 14 co-authors of the winning bid for the largest U.S. military food service contract ever awarded which successfully provided food for all United States military personnel in Kuwait and Iraq.
Played a vital role in delivering results-focused needs analysis and detailed financial plans for clients and the insurance and investment vehicles necessary to implement and achieve objectives, including building and sustaining mutually beneficial client relationships while providing a full range of products and investment advice.
Conducted popular seminars on retirement planning and long-term investment strategies.
Recognized as a Licensed Securities Broker and Registered Investment Advisor (Series 7 and 66).
Master of Business Administration (In Progress) St. Leo University
Licensed Securities Broker ￨ Registered Investment Advisor Series 7 ￨ Series 66
Licensed State of North Carolina Life & Health ￨ Long-Term Care Medicare Supplement
Excellent Professional References Provided Upon Request
Hiring Agent Name
I am seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.
I am excited to build a rewarding career with your company, and can offer cross-functional experience in Securities Analysis, Financial Consulting, Short- / Long Term Strategic Planning, Needs Assessment, Trends Tracking, Regulatory Compliance, and Client Relationship Management. I am also well-versed in Global Logistics, Sales, Operations Management, Team Building, and Data / Records Management, among other areas.
To complement my background, please note that I am pursuing a rigorous Master of Business Administration from St. Leo University and hold a Bachelor of Science in Applied Economics (Business Administration Minor) from East Carolina University.
A sampling of my past experience includes my role as a Securities Analyst and Portfolio Accountant with Citi s Tax Operations Department where I led security determinations in response to client inquiries as to type of security, country of domicile, distribution type, and taxability. During this time, I also consistently ensured seamless operations by reconciling a weekly NRA 1042 database. Furthermore, I accurately prepared year-end 1042 forms for NRA clients.
Previous achievements included:
Successfully cross-training Tax Department team members in complex reporting processes.
Identifying and resolving discrepancies in position, price, dividend, interest, and exchange rates.
Reconciling 100+ domestic and global accounts across 14 client relationships with $1+ billion portfolio values.
[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just an example of my abilities, please kindly refer to my enclosed resume for additional experience.
I look forward to hearing from you, and thank you in advance for your careful consideration.
Yyyyyy x. yyyyyy
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