MIGUEL RODRIGUEZ

504-***-****(cell)

**** * ********* ***** **.

Kenner, LA 70065

acvw5p@r.postjobfree.com

Education 08/11 – 12/12 University of New Orleans New Orleans, LA

B.S. Accounting

**/** – 05/06 University of New Orleans New Orleans, LA

B.S. Finance with a concentration in Banking and Financial Institutions

08/97 – 05/01 Bass Memorial Academy Lumberton, MS

College Prep. Diploma

Languages English, Spanish

Accreditations Previously held Licenses:

Series 7, 63, 66

Life, Health & Variable Insurance License

Property & Casualty Insurance License Non-resident State of Florida

Summary of 02/13 – Present BrownGreer New Orleans, LA

Qualifications Financial Claims Reviewer III

-Review tax and financial documents

-Capture information from Federal tax returns (1120/1120S/1065/990/1040), Income Statements and enter said information into the computer system.

-Ensure proper information is filed in order to advance the claims process.

-Ensure claims filed have the proper documentation according to the Deepwater Horizon Settlement Agreement.

04/12 – 10/14 N.O. Hamburger & Seafood New Orleans, LA

Server

-Minor prep morning duties to ensure smooth shift.

-Greeting tables in a timely and orderly fashion.

-Teamwork with entire wait staff to ensure optimal guest satisfaction.

-Pre busing tables to ensure dining room has a “clean and kept” look.

04/11 – 04/12 Brooks Restaurants Inc New Orleans, LA

Assistant Manager

-Manage restaurant staff personnel of 4-6 per shift.

-Maintaining a clean work environment to ensure food handled safely and appropriately.

-Interacting with customers to ensure a pleasant visit was obtained.

-Running and conveying daily reports to Store and Area Managers.

09/10 – 04/11 Chase Investment Services Corp Kenner, LA

Financial Advisor

-Build a book of business via face to face contact in the bank branch as well as contact via telephone.

-Conduct Portfolio review with existing clients to ensure a well diversified portfolio and uncover new assets.

-Recommending suitable investments ranging from mutual funds, managed accounts, money market accounts, CD’s, Bonds, Variable annuities and Fixed annuities.

06/09 – 09/10 Infinity Property & Casualty Company Birmingham, AL

PIP/Medical Claims Adjuster

-Recognize and implement alternate means of resolution

-Develop and implement negotiation strategy with attorney’s and medical providers

-Evaluate claims using facts and supporting jurisdiction and injury, document claim files as case proceeds.

-Verify nature and extent of injury by reviewing appropriate medical records and documentation.

06/06 – 01/09 Edward Jones Investments St. Louis, MO & Sylacauga, AL

Financial Advisor

-Conduct Seminars on a quarterly basis to provide timely financial information to clients and prospects

-Conduct Portfolio Reviews on accounts on semi-annual and annual basis for clients

-Prospecting for new clients through client referrals, seminar presentations, business contacts, and community involvement

-Recommending suitable investments ranging from stocks, bonds, mutual funds, CD’s, Business Retirement Plans, Money market accounts and other securities and services.

Contact this candidate