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(This is a college project-CSUSB)
FINANCIAL ANALYST
A detailed, oriented individual, with excellent analytical skills with the ability to solve problems quickly.
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Excellent organizational skills |
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Strong supervisory skills |
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Outstanding, customer service and investment skills. |
CAREER HIGHLIGHTS
Increased morale, by providing incentives for productive employees, resulting in the best record of any team in the company.
Trainer 30 plus employees, in various insurance and
satellite products.
Each employee became a valued employee for the company.
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Awarded employee of the month numerous times, for high sales and productivity. |
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Audited small businesses and individual tax returns, resulting in successful audits for the IRS. |
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Audited small businesses accounts receivables and accounts payables, resulting in successful audits for the IRS. |
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Retirement planning for small businesses and individuals, which resulted a strong client base for the company. |
EMPLOYMENT
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Collections, Citicorp’s-Rancho Cucamonga, CA 2003-Present |
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Team Leader, Convergy’s DirecTV-Murray, UT 2001-2002 |
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Team Leader, Convergy’s Showtime Satellite Networks-Murray, UT 1997-2001 |
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Team Leader, Aetna U.S. Healthcare Convergy’s-Murray, UT 1996-1997 |
EDUCATION
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MA, Education California State University San Bernardino, CA in progress |
Pending 2005
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Bachelor Of Science Business Administration, concentration Accounting |
California State University San Bernardino, CA
Graduated, June 1999 (Accredited School Of Business)
TRAINING
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Supervisory Training ongoing Convergy’s Murray, UT
1996-2002 |
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Registered Representative, Royal Alliance Fullerton,
CA 1993-1995 |
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Internship Internal Revenue Agent, IRS Riverside, CA 1991- 1991 |
COMPUTER SKILLS
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Excel |
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Word Perfect |
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Microsoft Word |
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PowerPoint |