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ADDRESS

skills
 Audits and compliance, regulatory accounting, industry awareness
 Excellent academic background with analytical ability
 Passionate persuasive communication skills with proven track record to listen and interpret information received
with the ability to share information with the right tonality, speaking clearly, and determining with who and what
information should be shared
 Resilience in high-pressure environments with ability to Improvise, Adapt, and Overcome
 Ability to lead, teach, and mentor by being Decisive, upholding the highest level of Integrity, build relationships,
advance problem solving techniques, and Dependable people can trust and rely on me

PROFESSIONAL EXPERIENCE
United States Postal Service
City Carrier Assistant
 Delivers and collects mail on foot or by vehicle under varying road and weather conditions in a prescribed area;
maintains professional and effective public relations with customers and others, requiring a general familiarity with
postal laws, regulations, products, and procedures used
 Completed requires forms, collected charges, and obtain signatures on receipts, documents completed and
submitted correctly
 Effectively communicated and resolved residential and business customers concerns in a confidential matter
 Took ownership and full commitment to complete all daily task in a professional, courteous manor ie; performed
daily postal vehicle safety inspection and reported safety and maintenance concerns in writing
Merill Lynch, Pennington New Jersey
Financial planning and advisory service manager
 Received incoming calls from clients' world wide, ranging from simple account management issues up to placing
trades throughout their accounts within their portfolios.
 Assisted clients in all areas of customer support, including website instruction, password resets
 Consistent focus on client needs and suitability, compiling information in recommending proper investment
products and vehicles pursuant to individual and corporate goals and risk levels
 Demonstrate the knowledge to obtain complex technical material and information quickly
Chelsea Financial, Tinton Falls, New Jersey
Manager, financial planning and analysis
 Responsible for delivering the contractual results and growth for the client around the forecast, metrics, specific
product lines, staffing and operations, customer service, developing and implementing product / service standards
 Prospect new potential clients with specific questions such as investment experience, total portfolio worth, asset
allocation, and specific dollar allocation in particular investment vehicles such as equities, fixed income products,
and mutual funds

 Research publicly traded companies reviewing and analyzing Income Statements, Balance Sheets, company
quarterly and annual reports in the servicing of my investment clients

 Coached team members to improve upon the service to sales transition and identify unstated needs or financial
goals that may be achieved by further utilizing company services, products or tools

 Developed and implemented lean initiatives through team problem solving sessions to identify ways to improve
process efficiencies as well as the business strategy of the organization
J P Turner & CO, Tinton Falls, New Jersey
Stockbroker
 Educated clients on the mechanics of the markets, industry rules and regulations, tax investment laws, order entry,
account types and the rules associated with each, margin requirements, buying power, and calculating gains/losses
 Research publicly traded companies reviewing and analyzing Income Statements, Balance Sheets, company
 quarterly and annual reports in the servicing of my investment clients
 Advised junior representatives on generating client growth, overcoming objections, and closing sales.
 Led new broker training program designed to hire, train, and provide mentoring support, which lead to a 80%
percent retention ratio in a year when the industry average is 17.2%

EDUCATION
East Stroudsburg University, East Stroudsburg, PA May 2010
Bachelor of Science: Business Management Accounting and Finance
Minor In Economics

Avtech Institute of Technology February 2017

Security Management CompTIA Security +
PC Support CompTIA Network and A +

Certifications

 FINRA Series 7 (General Securities Representative Examination)

 FINRA Series 63 (Uniform Securities Agent State Law Exam)