Agent Resume
OBJECTIVE
Work closely with management while utilizing my leadership skills to accomplish the goal desired utilizing all resources in the most cost effective and efficient manner.
Prudential Financial /-Present
Financial Service Associate
Provide clients with a thorough education of implementing a strategic financial plan. Provide individuals and business owners the opportunity to understand the Prudential Process. Establish a community presence through comprehensive marketing strategy.
Morgan Stanley / – /
Financial Advisor
· Advised individuals and couples on how to achieve their short and long term financial goals through careful and intelligent financial planning.
· Customized their investments according to their investment personality including their risk tolerances and background.
· Demonstrated an extremely high level of customer service for new and existing clients.
· Gained a thorough understanding of a comprehensive sales approach and marketing plan.
Commerce Science / - /
IT Director
Understand management desires for the live website. Coordinate with the Romanian programmers on specifications and implement. Understand the intricacies of the site and the most economical and efficient way to program in order to accomplish the goals of the site. Java Server Pages (JSP) and Informix (database) were the primary tools for the site.
CBIZ Century Capital Group (middle market mergers and acquisitions) / – /
Vice President Communications
Responsibilities included:
· Communication of information between potential strategic and financial acquirers and brokers representing the sell-side client ($ – $mm).
· Project Management coordination and management of investment group acquisition criteria and integration into the contact management database.
· Office Manager authority which included all Accounts Payables/Receivables and Human Resources activity and for a short time CFO responsibilities.
· Marketing of firm and sell side companies we represented. Work with management to customize database assisting Investment Bankers for less administrative work.
CERTIFICATION/ LICENSING
· Series – NASD General Securities Representative, Series – NASD Investment Advisor Representative, Uniform Combined State Law
· Insurance (Issued //) Variable and Fixed
EDUCATION:
Georgia State University, Atlanta, GA, Bachelor of Business Administration
Major: Computer Information Systems / CIS
