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Life Insurance Sales

Location:
Nanuet, NY, 10954
Posted:
June 28, 2011

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Resume:

STEPHEN R. RUSSO

** ***** ****** ******, *** York 10954

Phone : 845-***-**** Email: abg9el@r.postjobfree.com

Objective: To obtain a challenging entry level financial analyst position

where I can build upon my academic skills and experience to

add value to the operations of the organization by aiding

managers in evaluating strategies to improve financial

decision making.

. Disciplined and highly organized self starter; eager to learn the

industry.

. Reliable, honest and punctual team player with strong work ethic.

. Solid communicator who collaborates effectively with individuals at all

levels.

. Strong academics; analytical problem solver.

. Computer proficient in Microsoft office products.

Education: Manhattan College, Riverdale, New York

School of Business, Bachelor of Science, May 2011

Dual Major: Finance & Economics, GPA: 3.3, Dean's List

Related Experience: AXA Advisors Inc., New York, New York

06/2010 - 10/2010

Kaufmann & Kozuch Associates

Internship

. Assisted advisors with clients: special focus on

planning and asset management for small business

community.

. Reactivation of existing client base, estate planning,

and personal portfolio account detail work for stocks,

bonds, annuities, life insurance and 403B.

. Account reconciliation.

. Responsibilities included; researching accounts,

reaching out to clients, updating cost basis, assisting

advisors in the preparation of documents and materials

for client meetings.

Gilford Securities Inc., New York, New York

06/2008 - 03/2010

Internship

. Assisted Senior V. P. with analysis of client investment

portfolios valued in excess of $500M. Provided customer

support to diverse clientele.

. Responsibilities included; transactional research and

analysis of equities, bonds, mutual funds and other

securities.

. Interfaced with portfolio managers, wholesalers and

analysts at seminar training and sales meetings.

Stephen R. Russo C.P.A., P.C., Nanuet, New York

06/2007 - 08/2008

Accounting Clerk

. General office administrative and client service support.

. Prepared account analysis and created excel spreadsheet.

Manhattan College Study Abroad, Paris, France,

January 2010

. 10 day Fortune 500 business seminar.

. Leadership oriented college training in a global business forum.

Other Experience:

Aldan Press, Bardonia, New York

10/2003 - Present

Print Production Assistant

Abercrombie Kids, West Nyack, New York

06/2007 - 8/2010

Retail Clerk

Play Like A Pro Baseball Camp, Nanuet, New York

06/2007 - 08/2008

Summer Camp Counselor

Manhattan Woods Golf Course, West Nyack, New York

06/2005 - 08/2006

Golf Caddy

Extracurricular: Student Athletics: HS Varsity Baseball, Joe Waldyka

Baseball Showcase, Blue Grey Baseball Tournament, St

Petersburg Fl., College baseball intramurals. Manhattan

College Clubs: Idea Investment Club, Finance Society and

Italian Club.



Contact this candidate