Tutor

Objective To work with an organization in the fields of investments and client
protection needs. A company that will enhance my skills and knowledge enabling me to have a successful career in the financial service industry.


Experience 1/•••••/••••• Prudential Financial Uniontown OH
Financial Services Associate
Reorganized client business needs to include Estate Planning, LTC, Annuities, Health and Life Insurance.
Received additional licenses including Series •••••, L&H, and P&C to increase managed dollars.

••••• 7/•••••/••••• Spencer Clarke LLC New York NY
Sr. Account Executive
At the time of my relocation to Ohio, I had approximately $•••••M under management and was able to continue helping existing clients meet their needs.

7/•••••/••••• GSG Securities Inc. (Chatfield Dean & Co. Inc.) New York NY
Sr. Account Executive
Continued my investment education to enhance my skills in providing for my clients investment needs.

8/•••••/••••• Commonwealth Assoc. (Berkley Securities Corp) New York NY
Sr. Account Executive
Increased assets by adding a small staff.
Business accounts increased about ••••• percent.

8/•••••/••••• Melbourne GSI Corp. New York NY
Account Executive
Increased assets under management to $3M.
Wrote financial article for Chocolate Single magazine.

•••••/•••••/••••• Chatfield Dean & Co. Inc. Roslyn Heights NY
Account Executive
Obtained Series 7 & ••••• licensed to become an active commissioned stockbroker.


Education ••••• Brooklyn College Brooklyn NY
B.A., Business Management, Minor, Marketing and Accounting


••••• Taylor Business Institute New York NY
AA, Business Management

••••• Forest Hills High School Forest Hills NY
Academic Diploma Jr. and Sr. years worked as a tutor for the NYC Board of Education for students throughout their high school semesters in Spanish and Math.

Interests Theater, Dance and Literature