Manager Sales

Location:

Posted:

June 11, 2013

JEFFREN SUAREZ

Waterbury, CT 06708 Email:

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

FINANCIAL BACKGROUND

Energetic and versatile finance professional with superior attention to detail and accuracy. Solid education and experience

in research, budgeting, and organization. Consummate team player who works effectively with colleagues, management

and clientele. Strong ability to work independently, problem-solve and multi-task.

AREAS OF EXPERTISE

Financial Planning Budget Analysis Research

Client Development Entrepreneurship Community Involvement

Fundraising Computer Software Proficiencies Fluency in Spanish

P ROFESSIONAL EXPERIENCE

FIRST INVESTORS CORPORATION, NORTH HAVEN, CT SUMMER 2012

FINANCE INTERN

Assisted with financial planning goals for clients involving personal finances, retirement, college expenses and life

insurance. Profiled existing and potential clients for sales opportunities and scheduled meeting and lectures with

prospective customers. Gained understanding of numerous financial products. Conducted research of potential client

sources using public databases. Organized not-for-profit seminar involving college savings plans.

OFFICE OF PROVOST AND DEAN AT POST UNIVERSITY, WATERBURY, CT FALL 2009 – 2012

A SSISTANT ORGANIZER

Provided range of office duties involving budgets, schedules, evaluations, course development, and research. Managed

office travel and expense budgets. Organized student surveys of online class experiences and evaluations of masters-level

courses. Assisted with management of MBA coursework material. Provided critical financial research for use in lectures

and other projects.

• Worked with Academic Program Manager in development of new gaming/art major

• Provided core research in effort to compare Post University curriculum with similar programs at other colleges and

universities to improve quality and value of Post degrees.

EDUCATION

Bachelor of Science in Business Administration; Concentration in Entrepreneurship and Certificate in Finance, Malcolm

Baldridge School of Business, Post University, Waterbury, CT (2012)

COMMUNITY AFFILIATIONS

Connecticut Food Bank, Yale University in New Haven, CT, raised more than $1,000

Church of God, Waterbury, CT, providing financial services to organize church’s cash flow. Invited to represent the

Business Administration program to the Accreditation Council for Business Schools and Programs in order for Post

University’s Baldridge School of Business to be accredited due to my academic achievements.