Sales Insurance
Resume:
Benjamin M. Wallack
***********@*****.***
st
*** **** ** ******, *** 4F, New York, NY 10016
RELEVANT EXPERIENCE
Levin Energy Advisors; Pelham, NY: June 2010 - Present
Associate Consultant
• Responsible for review and analysis of invoices for commercial office building, residential complex and supermarket owners, i n
electric, fuel oil and natural gas supply and delivery costs. Identified billing overcharge which led to a $261,000 credit from
electric supplier paid to client
• Managed vendor relationships and conducted successful procurement negotiations with electric suppliers. Negotiated electric
purchase in August, 2012 which resulted in year over year savings of $124,000 or 14% of total supply costs
• W orked with three member team to write 60 page RFP response for utility tracking software service for a potential
university client with $40 million annual energy spend
• Acted as lead in sales and marketing efforts in outreach of energy software to new clients. Acted as customer support point person for
existing client questions and issues in adapting software to utilize at greatest potential
• Managed efforts between client and EPA guidelines for NY Local Law 84 – Energy Benchmarking to ensure all data points were
captured accurately and sent to NY Greener Greater Buildings Council in 2012 and 2013
• Actively pursued industry knowledge in and out of the office. Gained insights through participation in key industry trade shows,
summits, seminars and New York Energy Consumers Council monthly board meetings
June 2009 – August 2009
AXA Advisors; New York, NY:
Financial Advisory Intern
• Gained an in-depth understanding of the insurance products m arketed by the firm, retirement accounts and mutual funds
• Performed background research on clients as well as organizing materials so that senior colleagues would be adequately
prepared to discuss investments, risk management and financial planning
• Developed an effective sales approach through learned techniques that generated several new appointments
May 2008 – January 2009
Clear Point Advisors; Jericho, NY:
Office Intern
• Prepared informative financial reports for clients that stated assets under management as well as performance of current
holdings while under firm supervision
• Performed administrative duties that included answering phones and relaying timely information to clients
May 2007 – August 2007
New York Mercantile Exchange; New York, NY:
Trading Floor Runner
• Gained industry knowledge by interacting with traders and facilitating the trading process
• Excelled while working in a fast paced, high pressure environment
EDUCATION
Binghamton University, State University of New York: May, 2010
• Major: Bachelor of Arts in Economics
• Minor: Global Studies
• GPA: 3.1/4.0
The University of Nottingham; Nottingham, United Kingdom: Semester Abroad, Spring 2009
• Prioritized schoolwork while traveling Europe extensively and holding a starting position on the varsity men’s basketball team
LEADERSHIP EXPERIENCE
Sigma Alpha Epsilon Fraternity; Binghamton University
• Treasurer: Collected member dues and allocated money for national fraternity expenses, insurance, social events, other costs
• Risk Prevention Chair: Ensure safety of guests, responsible to be a knowledgeable first responder in an emergency situation
Volunteer Income Tax Assistance; Great Neck, NY
• Completed two semesters of accounting courses and was certified to help elderly and alien resident s with tax preparation
Island Harvest Food Bank; Long Island, NY
• Lead team of volunteers in collection of canned food and donations at Long Island supermarkets
PERSONAL
• Active in NYC Intramural Sports, Golf, Tennis and New York Road Runners
• Sportswriter for The Pipe Dream, Binghamton University newspaper
• W inner of 2009 Binghamton University study abroad photography competition
• Proficient in Word, Excel, PowerPoint, Outlook, Access
References furnished upon request
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