Cory Davenport

Associate Financial Representative - Northwestern Mutual

**** * ***** **** ** - Los Angeles, CA 90034

acawmg@r.postjobfree.com - 310-***-****

WORK EXPERIENCE

Associate Financial Representative

Northwestern Mutual - San Jose, CA - November 2012 to Present

Log investment checks and orders and submit insurance applications.

• Warm-call clients looking for opportunities to up sell.

• Conduct due diligence to follow through on underwriting of policies.

Property Finance Manager

Scrap, LLC - September 2009 to Present

Helped develop 5 year plan/budget for renovation of property

• Audited expenditures for comparison with base-line budget figures.

• Organized invoices/paper statements and used past Profit and Loss statements to develop a budget for the

future.

Out-Front Employee/Student Supervisor

Scrap, LLC - Davis, CA - September 2010 to January 2012

Worked in teams to provide high quality, positive customer service in high volume coffee house.

• Responsible for addressing customer issues and feedback.

• Supervised and trained twenty five personnel.

• Responsible for ensuring proper procedures and food service guidelines were adhered to.

• Served as cashier during high volume periods throughout the day.

• Audit cash registers to make sure all money is accounted for and made cash drops at safe at end of the day.

Intern

Scrap, LLC - Davis, CA - June 2011 to September 2011

Learned portfolio theory and current events' effects on financial markets.

• Investment analysis of risk and performance attributes compared to their market leaders. Wrote reports

showing findings.

• Constructed an asset allocation portfolio for clients developed from their investment ideas and investing

horizon. Presented portfolio to peers and addressed concerns.

SKILLS Computer: Windows PC 2007 and 2010. MS Excel, Outlook, PowerPoint, Publisher, and Word. Mint.

Communication: Technical writing and good oral presentation skills.

Technical: Management and leadership skills.

Stock Analysis: Quantitative and qualitative analysis, technical analysis, point and figure charts.

EDUCATION

B.S. in Managerial Economics

University of California - Davis, CA

August 2012

Contact this candidate