Consultant Resume
OLGA A. ROMANOVA
Collins Street, Apt. # | Tarzana, CA
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ACCOMPLISHMENTS
Granted a budget for a marketing campaign and a recommendation letter by Anheuser Busch/SeaWorld Corp. after successful completion of the keystone course “Strategic Marketing” in the Certificate program at UCLA Extension “Professional Designation in Marketing”.
- Increased team billings % by making communications between the clients and the company more efficient. It led the team to a first place and this position is maintained till now.
- Successfully completed ASPPA (American Society of Pension Professionals and Actuaries) PA-A and PA-A (% correct) exams for Qualified Pension Administrator designation.
Granted a recommendation letter from Managing Director of Northwestern Mutual Financial Network/The Chrisman Financial Group
Participated in “Week of Science” / Finance Academy/Research and thesis on “Small Business in Russian Federation: Past, Current and Future”
EDUCATION
- UCLA EXTENSION LOS ANGELES, USA
Certificate “Professional Designation in Marketing”
FINANCE ACADEMY MOSCOW, RUSSIA
B.A. in Finance and Credit with emphasis on Stock Market Operations and Securities Trading
QUALIFICATIONS
Knowledge: finance, marketing, securities market operations, banking, business development and administration.
Skills: written and verbal communication skills, organizational, leadership, teamwork, multitask, analytical and problem solving
Computer skills: fluent in using MS Office software, including MS Word, Excel, Access, PowerPoint plus able to acquire new software quickly, good at Internet research
Other abilities: easily adjust to a new professional environment and work under or no supervision
EXPERIENCE
– Current BENEFITSTREET WOODLAND HILLS, CA
Consultant
· Advise corporate clients in financial services, healthcare, entertainment, and hospitality industries on structuring and managing employee benefit and pension plans to assure IRS and DOL, PBGC compliance
· Manage verbal and written communications and correspondence with clients, maintaining annual calculation and IRS, DOL, PBGC and ERISA deadlines and requirements.
- AMAZE CREATIVE CALABASAS, CA
Project Manager
· Served as project’s point connectivity by coordinating and managing accounts. Ensured all project team members and stakeholders are fully appraised as to project status and required next steps.
· Personally ensure that all key documentation (instructional or archival) is developed and stored.
- QUALIFIED BENEFITS, INC.
WOODLAND HILLS, CA
Lead Trust Accountant
· Trained new and existing employees in trust accounting. Created the “Trust Accounting” Manual to use in training.
· Collected and directed financial data to obtain all needed information from the corporate clients to balance plan’s assets with values exceeding ,,. Analyzed client’s financial statements required for filing IRS and DOL forms.
NORTHWESTERN MUTUAL FINANCIAL NETWORK WOODLAND HILLS, CA
Analyst Intern
Entered trades, set up new accounts, networking accounts from funds to shell accounts, followed up on account transfers, processing brokers’ change forms, posting checks to corporate clients accounts and updated mutual funds prospectuses.
PERSONAL
Fluent Russian. Enjoy playing piano, reading, and travel
