21-70 36th St. ♦ Astoria, NY 11103 ♦ (607) 237-4236 ♦
Objective
Extremely motivated individual seeking a position in the financial industry in order to advance myself as an investment professional.
Experience
8/29/2005 – 8/14/2007 Olympia Asset Management, LTD. New York, NY
General Securities Representative
♦ Acquired client base of high net worth individuals through prospecting
♦ Performed due diligence on securities and monitored equity markets in order to adjust clientsĄŻ
portfolios according to market events and performance
♦ Delivered presentations to clients and potential clients
♦ Executed and managed trading activity
♦ Proficient at ILX workstation
♦ Passed Series 7 and Series 63 exams
6/9/2005 – 7/9/2005 Olympus Industrial of America Orangeburg, NY
Government Contract Administration
Temporary position provided by Adecco Staffing Agency
♦ Maintained customer contact database using IFS, CRM and AS400 programs
♦ Looked up quote prices and lead times for products, created quotes for potential customers
♦ Created order control, acknowledgment, and credit card order forms
Summer/Winter 2002-2005 Outstanding Cleaners Nanuet, NY
Cashier/Deliverer
♦ Created invoices for several associated businesses
♦ Customer service rep for all clients
♦ Delivered goods to associated businesses throughout the state
Winter 1999- Summer 2001 RGIS Inventory Specialists Nanuet, NY
Auditor
♦ Responsible for accurately assessing inventory for several retail businesses throughout the area
Skills
Ability to work in fast paced environment and think clearly under pressure both independently as well as in a team; detail oriented with excellent organization skills; excellent written and verbal communication skills; excellent grasp of math and logic; proficient in MS Outlook including word, excel, power point
Education
Binghamton University Binghamton, NY
Bachelor of Arts in political science, 1/2005
Nanuet Senior High School Nanuet, NY
High School Diploma with Honors, 6/2000
Additional Accomplishments
1410 SAT score – 750 math 660 verbal
Black Belt in Tae Kwon Do
Area All State Orchestra member (upright bass) 1998, 1999
Musician of the year and most valuable player in orchestra and jazz band, respectively (high school)
Captain of math league and academic league (high school)
