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Umer Raees
302 Justin Ct. Cedar Knolls, NJ 07927 – (973) 572-4798 – umerraees@hotmail.com
SUMMARY
Currently seeking full time employment that will utilize my accounting degree as well as my experience
in the financial workplace.
EDUCATION
Fairleigh Dickinson University – (Madison, NJ) Graduation – 2015
• Bachelor of Science – Accounting – Major GPA 3.66
Relevant courses completed:
• Financial Accounting Theory I & II
• Business Finance I & II
• Management Information Systems I & II
Microsoft Word, Excel and PowerPoint; Morningstar and MNCIR
Bilingual: English and Hindi
RELEVANT EXPERIENCE
Northwestern Mutual – (Madison, NJ) 04/2013 – present
Financial Advisor Assistance
Northwestern Mutual can help clients obtain financial security through life insurance, disability insuran-
ce, investment management and other financial services.
• Liaise with financial representatives to determine client’s portfolio strategy by compiling survey
results, net worth and inputting data into Morningstar, PPA and Excel to achieve financial goals
• Analyzing and summarizing aggregate financial reports with the financial advisors
• Very fast paced work environment with deadlines to send all the reports to financial advisor be-
fore meeting with clients.
• Filling out payrolls
• Organizing and keeping records of high net income clients
WORK EXPERIENCE
Gamestop – (Wayne, NJ) 10/2013-05/2014
Game Advisor
• Providing fast and efficient service to the customers
• Organize over hundreds of products on shelves
• Suggest appropriate games per customer input
UNIVERSITY INVOLVEMENT
Fairleigh Dickinson – (Madison, NJ) 01/12-06/15
Club/Activity – Position
• Accounting Society
• Finance Club
• Management Leaders of Tomorrow

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Umer Raees (pdf)

  • 1. Umer Raees 302 Justin Ct. Cedar Knolls, NJ 07927 – (973) 572-4798 – umerraees@hotmail.com SUMMARY Currently seeking full time employment that will utilize my accounting degree as well as my experience in the financial workplace. EDUCATION Fairleigh Dickinson University – (Madison, NJ) Graduation – 2015 • Bachelor of Science – Accounting – Major GPA 3.66 Relevant courses completed: • Financial Accounting Theory I & II • Business Finance I & II • Management Information Systems I & II Microsoft Word, Excel and PowerPoint; Morningstar and MNCIR Bilingual: English and Hindi RELEVANT EXPERIENCE Northwestern Mutual – (Madison, NJ) 04/2013 – present Financial Advisor Assistance Northwestern Mutual can help clients obtain financial security through life insurance, disability insuran- ce, investment management and other financial services. • Liaise with financial representatives to determine client’s portfolio strategy by compiling survey results, net worth and inputting data into Morningstar, PPA and Excel to achieve financial goals • Analyzing and summarizing aggregate financial reports with the financial advisors • Very fast paced work environment with deadlines to send all the reports to financial advisor be- fore meeting with clients. • Filling out payrolls • Organizing and keeping records of high net income clients WORK EXPERIENCE Gamestop – (Wayne, NJ) 10/2013-05/2014 Game Advisor • Providing fast and efficient service to the customers • Organize over hundreds of products on shelves • Suggest appropriate games per customer input UNIVERSITY INVOLVEMENT Fairleigh Dickinson – (Madison, NJ) 01/12-06/15 Club/Activity – Position • Accounting Society • Finance Club • Management Leaders of Tomorrow