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SUMMARY OF QUALIFICATIONS
Results-oriented financial professional with broad-based business acumen; unique blend of analytical skill and
leadership capabilities. Dedicated team player that excels in the simultaneous management of multiple complex
projects while adhering to strict deadlines and budget constraints. Industrious self-starter with a tireless work
ethic; looking to transition into a faster-paced financial position requiring my core competencies:
Financial Modeling Microsoft Office Forecasting Financial Review
Data Analysis Time Management Budgeting Variance Analysis
EXPERIENCE
Universal Banker 10/2013 to Current
XYZ Bank
Leverage superior interpersonal skills to initiate new banking relationships, averaging 10 new checking and
savings accounts per month, 166% of individual goal
Assess clients’ financial situations to recommend appropriate products and services, 90% cross sell rate
for every new account opened, insuring larger share of wallet for XYZ bank
Audit financial paperwork and statements for accuracy and PATRIOT ACT regulatory compliance
Location Manager I 08/2012 to 05/2013
Location Manager Trainee 04/2012 to 08/2012
Hertz Corporation
Forecasted daily and weekly business to establish optimal fleet availability, maximizing market share and
fleet utilization; outperformed year over year revenue mark by 12% per quarter
Minimized direct operating costs by controlling wages and overtime for more than 45 personnel and
enforcing preventive maintenance schedules for more than 2,300 vehicles
Received letter of recognition for "Excellent Customer Service" from Executive VP, March 2013
Technical Analyst Intern 10/2011 to 12/2011
Dorsey Wright & Associates
Provided timely and accurate financial analytical support and information to the analyst team for
inclusion in their daily equity and economic reports published on the company’s global research platform
Researched and analyzed stocks, commodities, and Exchange Traded Funds (ETFs), focusing on their
‘Relative Strength’ and ‘Point & Figure’ technical charts
President/General Manager 01/2007 to 06/2010
Virginia Commonwealth University Hockey
Served as liaison between the team and university, ensuring accuracy and timeliness of all insurance
waivers, eligibility forms and monthly expense reports
Developed and managed $25,000 annual budget, negotiated seasonal contracts with coaches and ice
rinks, scheduled 15-25 games per season and coordinated team travel accommodations for road games
EDUCATION
Independent Coursework, BreakingIntoWallStreet.com
Courses: Excellence with Excel, Financial Modeling Fundamentals, Advanced Modeling 05/2014
Virginia Commonwealth University, Richmond, VA
Bachelor of Science, Finance 12/2011
Minor in Economics