30 second pitch I am interested in work that makes it possible for me to develop a good working relationship with my clients and allows me to help them make sound financial decisions. I have a strong passion for working in teams and for helping people prepare for their own futures. I envision a workplace where I can practice and further develop my professional and team building skills.
Lifelong Learner The Kelley School of Business; Indiana University Graduation Date: May 2013 Degree: Bachelor of Science in Business Major(s): Finance/International Business GPA: 3.30/4.00
Lifelong leader Kelley Undergraduate Women’s Financial Association Co-director; Project committee Indiana University Irish Dance Team Team Member Read Residence Center - Resident Assistant
PERSONAL ASSETS Passions Working with people/teams Incorporating creativity in the workplace Public Speaking Strengths
Company experience The Mather Group, Inc. - Wealth Management Intern May 2011 – August 2011 Oakbrook Terrace, IL Called executives from major corporations to encourage them to receive information regarding our consulting group Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process: insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning Competed in a summer long investment management competition using fundamental and tactical strategies based on macroeconomic and technical research provided by the firm
Teresa’s Purpose My purpose is to further develop my professional skills. I have a lot to bring to the finance industry and my goal is to incorporate creativity, innovation, and instill self confidence in to any company I work for.
Personal challenges One thing to focus on for self-improvement would be my desire to take on many tasks at one time. I strive to be a part of a lot of projects and teams. I need to step back once in a while and realize I cannot sacrifice quality for quantity.
Family-woman Besides wanting a career I can love going to every day, most importantly I want a family I love going home to. I desire to have a good balance between career life and my future husband and children. I hope to work for a firm that understands family is just as important to a person as their career success.
My future and vision My future goals include having a family, loving the work I do, and developing a strong relationship with my clients so that they can have a stable future. Upon retirement, I have the vision to eventually enter the teaching world to introduce young minds to the world of business and all it has to offer.
CONTACT INFORMATION Present Address: 125 S Jordan Ave 2-228 Bloomington, IN 47406 Permanent Address 5801 Washington St Downers Grove, IL 60516 E-Mail firstname.lastname@example.org Cell Phone (630) 310-7139