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Graham Berstler

- 100 Center Grove Rd. Apt. 5-19 Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *










Dear Hiring Manager,




        I am pleased to tender my formal application in response to a job vacancy posting for the position of _______________________. My resum is attached for your review and consideration.


What I offer is my more than 6 years providing high-performance financial performance analytics, marketing, and entrepreneurial management in the insurance, healthcare, and wealth management industries. I am presently with Applied Underwriters, Inc., in Basking Ridge, XXXXXX as an Operations Specialist while managing Berstler Investments as a its Founder & Operator. For more details, please take a moment to go through my resum .


In leveraging my financial management support competencies, I bring to the table my personal strengths that include a passion for achieving business objectives through results-driven work excellence Along the way, I have also harnessed my interpersonal communication skills that help build sustainable professional relationships with clients, stakeholders, and industry professionals so critical in generating repeat business and word-of-mouth promotions while forging collaborative teamwork synergies in attaining shared commitments and objectives.


I have every confidence that my experience and personal strengths define me as a suitable candidate for the vacancy, one who can help achieve your objectives as part of your team. Should you need further clarification, or would prefer to schedule an interview, please do not hesitate to reach me through my phone or email address indicated in the heading. Thank you so much for considering me, and I look forward to hearing from you soon.








Attachment: Resum





Graham Berstler

- 100 Center Grove Rd. Apt. 5-19 Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Financial Analyst ▪ Investment Analyst

Qualifications Profile


    Self-assured, dynamic, and results-driven professional with more than 6 years providing high-performance financial performance analytics, marketing, and entrepreneurial management in the insurance, healthcare, and wealth management industries.

-    Exhibited strong dedication to providing management decision support through complete and thorough financial performance assessments

-    Detail-oriented, analytical and methodical with critical thinking to address clients and work issues even under stress.

    Well-organized and resourceful with multitasking skills that optimize limited resources to achieve outstanding results.

    Effective interpersonal communication skills that inspire confidence while helping to steer workforce diversity into a unified team advantage in achieving objectives and shared commitments.


Key Expertise

Financial Management Support

    Full-Cycle Corporate Accounting

    Investment Portfolio Management

    Fiscal & Budget Management

    Insurance Underwriting/Brokerage

    Statistical Trend Analysis

Business Management

    Marketing & Sales

    Retail Sales Management

    Customer Service Management

    Relationship Management (Clients, Realtors, Stakeholders, Suppliers & the Public)

    Process/Workflow Improvement

    Policies & Regulatory Compliance (i.e. GAAP & Sarbanes-Oxley, etc.)


    Personnel Administration

    Organizational Development

    Manpower Sourcing & Recruitment

    Staff Supervision & Training

    Records & Document Management


    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)

    Apps: Adobe Illustrator, QuickBooks Pro, QuickBooks Warehouse Management by Fishbowl


Professional Experience


Applied Underwriters, Inc. Ÿ Basking Ridge, XXXXXX Operations Specialist Apr 2015 Present

    Provide specialized advice and support to management in developing automated operating systems.

    Collaborated with management in creating a more efficient inventory management system, and developing instruction standards and procedures to users across the organization for all daily operations.

    Processed and administered payroll functions for clients, ensuring data accuracy prior to printing pay slips.

    Coordinate shipments with FedEx, facilitating the release of packages on financial hold.


Berstler Investments, Inc. Ÿ Xxxxxx, XXXXXX Founder / Operator Jun 2013 Present

    Provide strategic and tactical directions in managing an investment house, allocating capital and resources on a daily basis to maximize return on investment, and building sustainable professional relationships with Realtors, Private Money Lenders and other Real Estate professionals to find and fund property investment projects.

    Oversee direct response marketing campaigns to identify quality investment opportunities for while evaluating financial documents of potential investment projects to assess minimum ROI of 18% prior to presenting projects to portfolio lenders and venture capitalists.


Long Island Promotions Ÿ Floral Park, NY Marketing Representative Sep 2011 Mar 2013

    Responsible for exploring target markets and generating quality sales and appointment leads for Home Depot Interior designers, analyzing market data to improve lead-to-appointment conversions.

    Communicated with clients to assess needs and recommend solutions that convert to sales.


A&Z Pharmaceutical Inc. Ÿ Deer Park, NY IT Budget Analyst Jun 2010 Mar 2011

    Analyzed cost of IT systems and budget vs. actual variances from a historical perspective to develop and recommend departmental IT budgets, taking into account current IT developments in collaboration with IT management.


Hunterdon Medical Center Ÿ Flemington, XXXXXX Hospital Transporter I Aug Dec 2008


Education & Credentials


    B.S. in Finance, UNIVERSITY OF PHOENIX Phoenix, AZ (Jul 2011 - Jul 2012)

    Research: Venture Capital Investment in the Alternative Energy Sector of Solar Options,

DREW UNIVERSITY Madison, XXXXXX (Sep 2008 - Sep 2010)

Professional Affiliations

    Member: Member of Somerset Hills YMCA National Team in 2006

    Nationally Ranked 11th in 200 & 400 Free Relay at YMCA Short Course Nationals


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