Paul R. Richards

*** ****** **** *****, *************, WV 25443 • 240-***-**** • acd6sl@r.postjobfree.com

Objective

An experienced underwriter and financial analyst is seeking a challenging position to contribute towards

organization growth and development by utilizing his financial, strategic thinking, and leadership skills.

Proficiencies

Health Insurance Underwriting Microsoft Excel & Access Financial Modeling

Due Diligence in M&A Economic Correlation Analysis Portfolio Management

Bloomberg Certified Oracle Crystal Ball Financial Reporting

Note: Portfolio of skill sets and references available upon request

Education

Masters of Science in Finance from Loyola University, MD – May 2010

Bachelor of Arts in Business Administration from The Citadel in Charleston, SC – May 2003

Experience

Underwriter for CareFirst BlueCross BlueShield of MD (MD, DC, n.VA) Nov 2011 –

Present

Associate Underwriter for CareFirst BCBS of MD Oct 2010 – Nov 2011

• Manages revenues of $105M across 125 accounts consisting of 11,400 lives

• Active role in designing, testing, and implementing new Automated Rating System

• Trains new associates for reporting purposes

• Develops client risk levels through application of actuarial formulas and data aggregation

• Works closely with sales to sell new and retain existing business

Portfolio Accounting Analyst for Fortigent Wealth Advisors in Rockville, MD Mar 2008 – Jul 2010

• Reconciled investment accounts for monthly reporting deadlines

• Aligned account positions based on financial statements and electronic data feeds

• Transfer Utility Automation

• Software improvement requirement, design, and testing

Vocational Instructor for Community Support Services in Gaithersburg, MD Aug 2007 – Mar 2008

• Vocational program to improve the lives of adults with developmental disabilities

• Building schedules to aid behavior modification to broaden client life experience

• Intense hands on instruction and progress tracking with specialists

Accounts Receivable Associate for Tek Systems Corporate in Hanover, MD Jan 2007 – Aug 2007

Sales Associate for XS Energy Nutritional Supplements Dec 2003 – Aug 2007

Commercial Real Estate Associate for Ruppert Properties in Laytonsville, MD Jul 2005 – Dec 2005

Eight plus years of restaurant experience

Activities

Fortigent Community Outreach Calliopean Literary Society President Engaged Encounter Volunteer

Saint Agnes Catholic Church Finance & Investment Club Treasurer Cadet Sergeant

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