A hard working leader with a B.A. degree in economics and experience in brokerage operations, trading and customer service. Proven ability to lead and train a team of employees. Demonstrated strengths include analytical abilities, people and results oriented. Exceptional communication skills when dealing with customers and employees.
A financial analyst position for a brokerage firm in the Washington, D.C. area.
May 2008 - Nov 2008
Investment Service Representative
• Reviewed and approved trades up to $250,000 • Assisted over 2,065 clients with a combined asset net worth of over $50 million • Executed mainframe supported trades and answered margin call inquiries • Researched stock options and resolved account reconciliations for clients • Reorganized account files which decreased search time
May 2006 - May 2008
• Built displays to optimize profits & demand • Improved communication between store employees and the customer • Collaborated with the manager in placing orders • Maintained inventory levels were meeting demands
May 2005 - Sep 2005
Jerry's Subs and Pizza
• Executed food orders from customers correctly • Accounted for making sure the cash flow equaled the receipts collected