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Marie Bayeh
0000 xxxxxx xxxx , xxxx ,
xxxxx 00000 abc@xyz.com
Financial Advisor Assistant
Profile
Numerous years of experience in financial services/investments backed by MBA in Finance; solid skills in research, consulting, presentations, portfolio management, assets allocation, client relations, reporting, and performance optimization and well versed in broad financial instruments
Have held industry credentials as Registered Representative, with General Securities Representative (Series 7) along with Series 65 and 66 licensures
Sharp business acumen, with valuable recent experience in multi-state franchise administrative management spanning accounting, financial and information systems/database maintenance to human resources, procurement and vendor relations
Excel in prioritizing, organizing and managing workflow/projects to maximize productivity and meet stringent deadlines
Technology savvy; skilled in MS Office and able to rapidly learn new systems and applications
Professional Background
Administrative Manager, SBH Enterprises Inc. -Independence, OH 2010-Present
Steer administrative operations of multi-state Little Caesars Pizza franchise business, with direct accountability for approximately 15 units located throughout NY, PA and OH
Proficiently manage accounting and financial functions, from payables, receivables and payroll to cash flow and general bookkeeping
Strategically order equipment and supplies to meet immediate and long-range needs; maintain productive supplier relationships and effectively negotiate competitive pricing, terms and services
Oversee human resource functions ranging from employee management to regulatory compliance
Portfolio Manager, Evans Capital Management Inc.-Erie, PA 1999-2008
Effectively met and consulted with clients to define financial/investment needs and developed and delivered customized presentations of equity and mutual funds supporting long-range portfolio performance goals
Conducted through research on investment managers, mutual funds, equity, and fixed income securities along with related financial instruments
Efficiently rebalanced portfolios through varied transactions and proficiently assisted with day-to-day client portfolios management and reporting
Actively served on Asset Allocation Committee
Successfully authored and produced quarterly newsletter instrumental
Education
Master of Business Administration-Finance (with Honors), Gannon University
Bachelor of Arts Degree-Mathematics (Summa cum Laude), Edinboro University
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