Post Job Free
Sign in

Manager Financial

Location:
White Plains, NY, 10603
Posted:
August 08, 2011

Contact this candidate

Resume:

John J. Hans IV

** **** ******

White Plains, NY 10603

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

Career Objectives: To utilize a high level of motivation, an extremely

strong work ethic, effective communication skills and a deep desire to be

successful in the hedge fund industry.

EDUCATION

Iona College, Hagan School of Business, AACSB Accredited, New Rochelle, NY

May 2010

Bachelor Business Administration, Major: Finance

Finance GPA: 3.2

Earned Academic Scholarship

Iona College- Hagan School of Business

Hagan Financial Summer Institute

June 2008

Courses: Seminar in Finance, Special Topics in Management

. Met weekly with executives of top financial firms; Smith Barney-Citi-

Group Financial, NYSE, NASDAQ, various hedge funds in Greenwich, CT

and many others.

. This experience provided me with the knowledge on how the operations

of these company's serve their clients and how to apply this toward

achieving my career goals.

RELEVANTCOURSES:

Principles of Finance and Statistics, Principles of Managerial Accounting,

Corporate Finance, Financial Money & Markets, Analysis of Financial

Statements, Global Finance, Investment Analysis, Sustainable Finance, Cash

Management

WORK EXPERIENCE:

GlobeOp Financial Services, Harrison, New York

April 2011- Present

Team Member- Investor Services/Share Registry Group

. Update investor contact and account information on a daily basis.

. Execute daily subscriptions, redemptions, transfers and switches

for investors in specified funds. As well as assist with any

margin calls or wire transfers as needed.

. Run analysis and performance reports for investors which include

daily, monthly and quarterly statements while assisting Fund

Accounting team.

. Assist to any ad-hoc queries and reconciliations that the investor

services team comes into contact with.

Luxe Marketing, White Plains, New York

September 2010-January 2011

Account Manager

. Utilized strong communication skills for business to business sales.

. Called on 30-40 businesses daily with average weekly commission of

$800.

. Interviewed three to four applicants weekly.

. Managed three Account Executives while still meeting production

standards.

. In charge of running weekly meetings and held numerous

responsibilities within the day to day operations of the office

First Investors Corporation Albany, New York

Summer, 2009

Intern

. Weekly informational and training sessions with first and second year

financial representatives.

. Learned about and applied financial vehicles used by the top financial

firms in the industry to address clients' financial requirements.

. Assisted and met with the Senior Representatives clients during

meetings and learned exactly what products were suitable to each

client based on age, income and financial goals.

. Assisted in providing financial planning information to address client

goals.

. Familiar with a variety of financial investment vehicles that are

imperative to that of a Financial Representative or Portfolio Manager.

SKILLS:

Technical: Proficient in Microsoft Office, Excel, PowerPoint, Advent

General: Possess strong leadership skills, ability to learn quickly,

multitask, and work independently.

ACTIVITIES:

Member of Iona College Division I Men's Basketball Team

2007-2008

Member of Iona College Finance Club

References available upon request



Contact this candidate