Behzad Shirvani

** *****, ****** ******, ** ***** 949-***-**** acri5m@r.postjobfree.com

More information available on: www.linkedin.com/pub/behzad-shirvani/59/8b1/78 EXECUTIVE SUMMARY

Financial Analysis & Investment, Construction & Architecture, Information Technology EDUCATION

Chapman University, George L. Argyros School of Business & Economics Orange, CA Master of Business Administration, Finance Emphasis May, 2015

Received Special Finance Project Scholarship

Azad University (IAUCTB), School of Engineering Tehran, Iran B.S. of Civil Engineering Dec 2010

Received Full Scholarship

Awards: Academically ranked 32nd out of 6,000 students competing for seats at IAUCTB EXPERIENCE

Bankers Life Orange, CA

Financial Advisor Dec 2014 – Present

Financial Analysis and Planning for clients investment needs;

Annual insurance Sales Forecasting for our sales unit to set goals for improvement;

Designing suitable retirement & insurance policies with regards to clients need for coverage and premiums;

Preparing progress reports with regards to financial risk and compliance consistency of client policies to management team;

Evaluating financial risk rating based on their desired financial plans and corporate solutions; Chapman University Orange, CA

Accounts Payable Specialist, Financial Services Department Jun 2013 – Dec 2014

Booking, Analyzing & Reconciliation of the transactions in the university;

Involved in preparation of financial statements, including Income statement and Balance Sheet, of the university;

Trained employees on university regulations for making transactions on behalf of Chapman (reduced 25% of malfunctions);

Controlled and organized Fixed Asset Accounts, Reversals & Expenses Accounts; AXA Advisors, LLC. Irvine, CA

Financial Advisor & Insurance Sales Representative Sep 2013 – Nov 2014

Analyzed financial situations of individual clients to reduce their financial inconsistencies;

Consulted clients with their financial plans toward retirement, investment, life & estate planning;

Performed educational seminars for asset allocation, retirement planning and investment needs;

Evaluated risk and suitability for Term, Universal & Variable Universal life insurance policies for mortgage protection, retirement savings, and long term investment purposes; Perlite Tazian Design & Construction Co. Tehran, Iran Assistant Manager to Deputy Director, Design & Construction Department Sep 2009 – Jan 2012

Prepared and reported financial statements of our business unit for project analysis purposes;

Forecasted sales on business contracts & evaluated different industries for business analysis and future contracts purposes;

Managed & organized our international business unit in Qatar to assist in contracts and subcontracted tender projects;

Handled Interior & Exterior Designing of projects & Management of construction capitals over $40 Million value;

Managed LIFO & FIFO strategies for inventory evaluation in different economic situations; PROFESSIONAL LICENSES & SKILLS

Licenses & Certifications: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), CA Life Health & Accident Insurance License, CFA (Chartered Financial Analyst) Level I Candidate in 2016 Computer:

Financial Purposes: Advanced Microsoft Excel Word PowerPoint & Access, Oracle PeopleSoft, Bloomberg Terminal, DataTel, QuickBooks, BofA Works

Data Management Purposes: SQL, C++ Programing, AutoCAD, Revit Architectural & Structural, 3DMax, Photoshop

General: Salesforce, Adobe Acrobat Professional & DreamWeaver, SoundBooth, Constant Contact Languages: English – Advanced technical fluency, Farsi – First language