James Canale
*** ****** ***. ( Brooklyn, NY ***** ( 401-***-**** (
*.*.******@*****.***
WORK EXPERIENCE:
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Cabot Lodge Securities, New York, NY
April 2012-September 2012
Jr. Financial Advisor
. Prospected clients by heavy outbound calls, cold walking, networking.
. Analyzed prospect's financial information and prepared financial plans
suited to clients' requirements.
. Communicated complex information to clients to make them aware of
their options and help them assess the relative merits of different
plans.
. Performed extensive research regarding the Dodd-Frank Law, especially
the Volcker Rule, which was an important aspect to a REIT that the
firm was selling.
Google (Core Staffing), New York, NY
December 2011-April 2012
Operations Assistant
. Supported operations staff in expanding office space by supervising
vendors and ensuring that projects are completed timely and correctly;
various tasks included office and conference room coordination.
. Managed project that required reorganization of a floor and moving at
least 100 employees to a different location on another floor.
Olympia Capital Markets, New York, NY
June 2011-December 2011
Jr. Stock Broker
. Prospected potential clients to establish interest and experience in
investing in equities.
. Utilized interpersonal and conflict management skills with customers.
Sidar Global Advisors, Washington, DC
November 2010- May 2011
Administrative Assistant
. Performed research projects for companies that work in infrastructure,
energy, defense, banking/finance, private equity and other industries.
o Spearheaded project by providing research on Sudan that
resulted in the company not going through with plans to
enter Sudan based on my research.
. Performed the firm's administrative activities including accounting,
scheduling, travel arrangements, and general office maintenance.
Citizens Bank, Middletown, RI
October 2009-October 2010
Bank Teller
. Performed customer transactions including cashing checks, making
deposits, and processing payments.
EDUCATION:
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FAIRFIELD UNIVERSITY, Dolan School of Business, Fairfield, CT
May 2009
B.S. in International Business and minor in French; 3.0 GPA
Groupe-Ecole Sup rieure de Commerce de Rouen (ESC), Rouen, France
Fall 2007
DIKEMES, Center for Hellenic and Mediterranean Studies, Athens, Greece
Spring 2008
SKILLS AND LICENSES:
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. Languages: Fluent in French, Greek, and working knowledge of Spanish
. Computer: Word, Excel, PowerPoint, Outlook, Access, Adobe, OneNote
. Series 7 General Securities Registered Rep, 2011
. Series 63 Uniform Securities Agent State Law Exam, 2011
EXTRACURRICULAR ACTIVITIES:
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. Implementation of The Hellenic Initiative's program to aid the Greek
Economy through Job Creation initiatives and Philanthropy.
. Business development for the Connecticut Resource Recovery Authority
(CRRA), Hartford, CT by organizing mail blasts, creating a SWOT
analysis to improve attendance to the Garbage Museum.
. Organize monthly concerts for a variety of bands in Brooklyn by
helping them get more exposure and a stronger fan base.