Call Center, Financial Services, Financial Analyst

ANTHONY J. ZELAYANDIA

Home: **** * ** ******* #**** Dallas, TX 75231

Cell Phone: 774-***-****

*******.**********@*****.***

Education

College of the Holy Cross, Worcester, MA

Bachelor's Degree Double Major, Economics and Spanish

May 2011

Awards: Presidential Scholar, Ellis Scholarship

Profession

John Hancock Financial Services, Boston, MA

August 2012-July 2013

Consolidation and Enrollment Specialist

Facilitate enrollments for John Hancock employees into their 401(k) through

a variety of methods in a call center environment

Provide assistance to participants whom consolidate their 401(k), IRA, and

other retirement transfers into their current plan

Participate in bi-weekly meetings, emphasizing on hitting monthly goals,

while interacting with clients in Spanish as well

Baystate Financial Services, Worcester, MA July

2011-July 2012

Registered Representative & Financial Advisor

Assist individuals, families and business owners develop a strategy to help

achieve goals by building investment strategies

Educate clients on the many aspects of wealth accumulation and asset

protection strategies

Manage my own practice personalizing specific plans for each individual

utilizing a wide array of investment products

CASS Information Systems, Lowell, MA June 2010-

August 2010

Client Relations Account Intern

Managed a series of projects designed to enhance processing efficiencies,

reduce costs for a company with $1.3 billion in assets

Compiled and conducted cost benefit analysis of transport data disbursing

$32 billion annually on behalf of its clients

Formulated reports and research projects for headquarters to utilize for

current international expansion of the company

College of the Holy Cross, Human Resources, Worcester, MA

Fall 2007- May 2011

Employment Assistant

Employed full time summer and part time school year, managing faculty

employment responsibilities

Leadership Experience

Latin American Student Organization (L.A.S.O.), Worcester, MA

Co-Chair Fall 2009-Spring

2010

Led an executive board of 12 and an organization of 300 students

Managed a budget of $9,000 while coordinating various activities with other

board members such as an event of 400 people

Senior Advisor

Fall 2010-August 2011

Directed the executive board and offered advice based on previous

experience

Overviewed the current events and supervised the organization's involvement

on campus

Latino Interactive Networking Chair (L.I.N.C.)

Fall 2008-Spring 2009

Promoted L.A.S.O. to other organizations, facilitating various co-sponsored

events

Freshman- Apprentice

Fall 2007-Spring 2008

Shadowed every position on the executive board in order to obtain knowledge

of the organization

Sports Alive, Worcester, MA

Fall 2008-May 2011

Co-Director

Organized athletic activities for children at local elementary schools in

which they can build their team work skills

Built a sense of community on a weekly basis while promoting the program

throughout the school

Odyssey 2012, 2013, 2014, Worcester, MA

August 2010

Residence Counselor Mentor

Supervised a staff of 12 Residence Counselors and events for 83 freshman

for 1 week in late August

Residence Counselor

August 2008, 2009

1 of 12 students selected to help facilitate ALANA, international, and

transfer students' transition to college

Professional Development

Licenses: FINRA Series 6 and Series 63 certified, Life, Health Insurance

Licenses in MA, CT, TX

Computer: Lotus Notes, MS Word, Excel, Powerpoint, Access, Interview

Exchange, Dream Weaver, Language: Fluent in Spanish

Campus Activities :Pre-Business Program, Advertising Marketing, Worcester,

MA

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