Willing to Relocate
PROFILE
* Productive and responsible; motivated to learn and handle any task needed
* Over 4 years of customer service, sales, and management experience
* Organized, detail oriented, consistent follow-through, and ability to meet deadlines
* Strong interpersonal, written, presentation, and internet research skills
EDUCATION
BS Degree in Business Administration,
Management Information Systems option:
August •••••
California State University, Northridge
COMPUTER SKILLS
MS Office XP Windows XP MS Project •••••
Oracle 9i DBA HTML Book Master
Financial Advisory Service Software
Front Page ••••• LexisNexis Academic
Systems Analysis & Design
System Development Project
PROFESSIONAL EXPERIENCE
Financial Planning Associate- 2/•••••/•••••
American Express Financial Advisors Inc.
Los Angeles, CA
* Generated comprehensive financial plans based upon the client’s financial goals, risk tolerance investment experiences, budget, time horizon, and a review of all financial statements
* Implemented financial plans and monitored investment performance
* Assisted Financial Advisor with prospecting new clients
* Addressed and resolved client account inquiries and problems
Financial/Client Analyst (Summer Intern)
Merrill Lynch
Los Angeles, CA 6/•••••/•••••
* Conducted competitive research on stocks/bonds and assessed economic trends
* Analyzed and summarized product performance.
* Created and managed financial spreadsheets and investment databases
* Organized client files and developed follow-up procedures
* Collaborated with sell/buy side analysts and company management
Customer Service Representative/Section Leader-
Barnes and Noble Inc., Calabasas, CA 9/•••••/•••••
* Organized and coordinated store grand opening
* Coordinated and implemented activities for product displays, special sales promotions and annual events, which helped to increase sales
* Performed financial transactions, monitored loss prevention, and resolved customer grievances
* Assisted department manager with placing merchandise orders and researching/
administering sales prospects
* Trained and supervised new booksellers in computer and cash register functions
ADDITIONAL EXPERIENCE
Student Worker- Southwest Missouri State University,
Springfield, MO 1/•••••/•••••
PROFESSIONAL AND VOLUNTEER ORGANIZATIONS
* Association of Information Technology Professionals [AITP]
* CSUN Management Information Systems Association
* Habitat for Humanity
* •••••
