Life Insurance Sales
Resume:
Adam H Lazarus
**** **** ******* ***. ***, Newport Beach, CA 92660
************@*****.***
EDUCATION_________________________________________________________________________2009-2011 FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS New York, NY Global Professional MBA, Finance with Accounting Focus, GPA 3.73
Study Abroad at Peking University, Beijing International MBA, Beijing, China (Fall 2010)
Graduate Assistant for Finance Department Chairman and Gabelli School of Business
Tutor for Finance Department
Member of Omicron Delta Epsilon, International Honor Society for Economics
Significant Coursework: Financial Modeling, International Trade & Development, Corporate Finance
1998-2002 STONY BROOK UNIVERSITY Stony Brook, NY
BS, Business Management,
Member, Men’s Tennis Team, Student Athletic Council
EXPERIENCE__________________________________________________________________
2011 Colebrooke Capital New York, NY
Senior Associate (Internship)
• Advised micro-cap companies on potential mergers and acquisitions or capital raising.
• Analyzed, evaluated and created prospective business plans based on criteria determined by private equity firms.
• Presented power point presentations of data findings to private equity firms and angel investors of potential micro cap companies for capital infusions.
• Cold called and distributed financial information to private equity firms after analyzing criteria for potential capital infusions of microcap companies.
• Analyzed financial data on Capital IQ, Bloomberg Terminal and Yahoo Finance to solicit potential clients based on criteria determined by PE firms.
2010 Rabobank New York, NY
Global Financial Markets (Fall Internship)
• Analyzed and created monthly department revenue reports in excel for the Sales and Debt Capital Markets and Corporate Banking Areas.
• Presented data findings to senior management and partnered with various team members to reconcile revenue for monthly comparisons with peer departments.
• Created reports using Pivot Tables for analysis of fixed income revenues of the North America regional offices.
• Discovered a discrepancy while doing a review of the department’s internal budget saving the department $700,000.
2008-2010 JP MORGAN CHASE BANK New York, NY
Personal Banker
• Advised clients on acquisition of financial products for their personnel portfolios including: mutual funds, annuities, IRA’s, CD’s, checking/savings accounts, loans and mortgages.
• Cross sold with business partners including loan officers, business bankers and financial advisors to diversify product offerings and acquire additional new business opportunities.
ADDITIONAL __________________________________________________________________
• Series 6, 63 and Life Insurance licensed.
• Nationally ranked junior tennis player; Completed NYC triathlon 2008, 2010, 2011; Mentor for Team in Training 2010, 2011.
• Various charitable endeavors.
• Advanced knowledge of Excel.
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