Project Manager Operations

JON M. LUSKIN

**** ****** *****, ****, *** Diego, CA 92110

213-***-**** • ***.******@*****.***

OBJECTIVE

MBA & CFP candidate with experience in investment portfolio analysis and relationship building

seeks entry-level position in financial planning.

EDUCATION

CANDIDATE, CERTIFICATE – PERSONAL FINANCIAL PLANNING 2015

University of California, Los Angeles Extension; Los Angeles, CA

2013

CANDIDATE, MASTERS DEGREE - BUSINESS ADMINISTRATION

American Jewish University; Bel Air, CA

2006

B. A. DEGREE - SOCIOLOGY: Cum Laude, Dean’s List

California State University, Northridge, Northridge, CA

EXTRACURRICULAR

Financial Planning Association (FPA), San Diego

National Association of Personal Financial Advisors

Financial Planning blog @ efficientinvesting.blogspot.com

Greater San Diego Business Association Toastmasters - Club #: 2327386

SPECIAL SKILLS & ABILITIES

Money Guide Pro, MoneyTree Silver Online & MS Excel to create retirement projections

Salesforce to manage relationships of over 300 customers/participants

DFA Returns 2.0 to increase investment returns by 2+% per annum, as illustrated in thesis

WORK EXPERIENCE

April 2013-Present

Freelance Writer

ADVISYS, INC.; BACKROOM TECHNICIAN (BRT)

Compose articles for commissioned financial advisors on various financial principles,

including passive vs. active management, alternative assets and unit investment trusts

September 2012-April 2013

Regional Marketing Manager

CODA AUTOMOTIVE, Los Angeles, CA

Educated over 200 new consumers monthly.

Maintained relationships with 50+ reservation holders, updating them on product advents

October 2009-July 2012

Project Manager

LOS ANGELES GAY & LESBIAN CENTER, Hollywood, CA

Coached over 300 volunteer fundraisers, who brought in nearly $1 million

Operations Manager July 2007-September 2009

VEGGIE VAN/I’LL BE THE ONE ORGANIZATION, Santa Monica, CA

Ran office for small non-profit organization

Contact this candidate