Occupation:Financial Specialist |
Location:Riverview, FL |
Education Level:Bachelor |
Will Relocate:YES |
Description
Sales and service of financial products such as investing, insurance and lending needs. Strong analytical skills and advanced user of Microsoft Excel, Access and other reporting software to prepare comprehensive reports and presentations.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | (Confidential) | 11/2003 - Present |
| William E Hamm & Associates | (Confidential) | 7/2002 - 11/2003 |
| UBS | (Confidential) | 3/1998 - 7/2002 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| University of South Florida | Accounting & General Business | 2008 | Bachelor Degree |
Accomplishments
Highlights:
Companies I like:
Morgan Stanley, UBS, Dean Witter, Morgan Keegan, Deloitte & Touche, PriceWaterhouseCooper
Job Skills
Keywords
Responsibilities
Reaching sales goals in many categories in banking.
Tracking, reporting and strategizing.
