Financial Advisor - Finance Investment Resume Search
Financial Advisor - Finance Investment Resume Search
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Financial Advisor Resume


Desired Industry: Finance/Investment SpiderID: 7996
Desired Job Location: Washington, District of Columbia Date Posted: 7/20/2006
Type of Position: Full-Time Permanent Availability Date: 7/24/06
Desired Wage:
U.S. Work Authorization: Yes
Job Level: New Grad/Entry Level Willing to Travel: Yes, 50-75%
Highest Degree Attained: Bachelors Willing to Relocate: Yes


Objective:
To obtain a position utilizing my administrative and financial analysis skills


Experience:
9/05- 6/06 Financial Aid Advisor, DeVry University (Metro D.C. Campus) Arlington, VA
·Provided counsel on loans,eligibility, programs, and implementation of financial aid plans
·Certified loans, monitored account receivables, and presented workshops in campus inclusion efforts
·Streamlined the financial aid process to achieve informed decision-making in education financing
·Investigated financial concerns and answered inquiries to achieve student satisfaction
·Gave oratory presentations on financial awareness at orientation events
·Conducted periodic inter-department consultations to ensure student retention
·Certified enrollment of retired/active duty military students and managed high switchboard call volume

7/03- 2/05 Executive Assistant, Office of the Connecticut State Treasurer Hartford, CT
·Ensured the secure and timely advancing responsibilities for nationally esteemed Constitutional Officer
·Collaborated with executive staff in scheduling tasks and statistical research projects
·Rejuvenated file structures, maintained briefing materials, and reported external developments
·Treasurer for Connecticut State Employee’s Campaign for Charitable Giving (2004)
·Modified and processed photographs for publishing and distributive purposes

1/03- 6/03 Legislative Liaison, Rome, Smith & Associates Hartford, CT
·Documented interactions amongst legislators and constituency during public hearings
·Tracked proposed bill progression for firm’s clients including Xerox and Mohegan Tribal Nation
·Retrieved, calculated, and disseminated vital legislative developments
·Relayed information for lobbyists in Connecticut’s State Capitol Building

1/02- 6/02 Research Intern, Prudential (Wachovia) Securities Hartford, CT
·Reviewed and analyzed market news using the Bloomberg system to structure portfolios
·Personally assisted Vice President of Investments with summarizing research for clientele
·Forecasted stock market trends while learning about mutual fund performance composition

8/00- 6/02 Resident Assistant, Eastern Connecticut State University Willimantic, CT
·Benchmarked campus wide programming and promoted community in a supervisory role for 70 residents
·Resolved conflicts through mediation and intervention in pursuit of peaceful habitational environments
·Served as an intermediary for the ECSU Office of Housing and Residential Life
·Hand selected to carry forward RA duties during SIFT (Summer Institute for Future Teachers, 2001)


Education:
Bachelor’s of Arts in Sociology, Concentration: Economics December 2002
Eastern Connecticut State University, Willimantic, CT.


Skills:
Microsoft Word, Excel, Outlook, PowerPoint, Access, PowerFaids, and Oracle


Additional Information:
Campaigns Positions:

Political Assistant, Lieberman for President (2003)

Field Organizer, Nappier for Connecticut State Treasurer (2002)



Reference:
Available upon request.


Candidate Contact Information:
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