Description
I began my career with a sales position to enhance my interpersonal skills. I then proceeded to work as a credit counselor where I counseled consumers on credit and debt issues. I worked on establishing a professional rapport with my clients, and took a personal interest to see that their financial issues be resolved. To gain experience in the financial markets, I began to work as an intern studying under a portfolio manager. He is teaching me methods of analyzing financial reports and current events.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | (Confidential) | 2/2008 - Present |
| Credit Advocates Counseling Corp | (Confidential) | 6/2007 - 1/2008 |
| Freight Savers Express/DHL | (Confidential) | 7/2005 - 2/2007 |
| Sue and Sam | (Confidential) | 7/2004 - 9/2004 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Touro | Finance | 2008 | Bachelor Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Magazine | S & P Outlook | media url | Relevant articles about the economy |
| Magazine | The Economist | media url | The Economist is a great read for global finance and political current events. |
| Magazine | Wall Street Journal | media url | A must read to keep abreast with the financial markets. |
| Website | Yahoo Finance | media url | Provides excellent financial tools and resources |
Accomplishments
Highlights:
Helping consumer solve credit and debt issues. Assisting fund manager in making investment decisions.Companies I like:
Merril Lynch, Goldman Sachs, Lehman Brothers, UBS, Credit Suisse, Citigroup, Smith Barney, Morgan Stanley, JP Morgan Chase
Job Skills
Keywords
Responsibilities
- Analyzed various financial statements to help develop potential new investments
- Prepared reports with detailed analysis of companies present and future financial capabilities
