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Objective

Obtain a financial analyst position.

Skills

Excel, Word, and PowerPoint
Financial Presentations
Employee Training
Federal and State regulation compliance
Accounting
Financial analysis
Sales, customer service, and cash handling

Various Projects

Work experience

Mar 2012Sep 2012

Agent

DaVinci Financial
  • Advise clients on how to best achieve financial security.
  • Establish relationships with new clients through cold calling.
  • Run financial presentations for prospective clients.
  • Created proactive solutions to clients' financial concerns. 
  • Obtain clients through cold calling.
  • Met daily and weekly goals.
May 2005May 2008

Customer Sales and Service Representative

Wells Fargo Bank, N.A.

Deposit and credit accounts for current and new customers:

  • Established financial relationships with new and existing clients.
  • Maintained precise records by creating charts and tables on Excel.
  • Followed a variety of Federal and State laws and regulations.
  • Advised clients on how to best achieve financial security.
  • Maintained good customer relationships through solving problems.
  • Monitored national and global financial and economic trends.
  • Met weekly and quarterly sales goals.
  • Handled cash transactions while maintaining a balanced cash drawer.
  • Approved teller transactions.
  • Informed and taught tellers in using new and existing bank products, services and procedures.

Education

Certifications

Certified Public Accountant

California Board of Accountancy
Jun 2012Jun 2014

Resident Insurance Producer

California Department of Insurance