Insurance Agent Management
Resume:
Andrey Botev E-mail: *******@*****.***
New Jersey, Telephone:
Summary M.B.A. graduate in Finance; Passed Level I of the CFA exam; Rang the
: NASDAQ opening bell on April 23rd, 2007; Over 10 years of financial
operations experience, mainly, in Securities Lending, FX, and Funds
Transfers
Education
Seton Hall University, W. Paul Stillman School of Business, South 1/05 -
Orange, New Jersey 8/08
Master of Business Administration in Finance, August 2008 / GPA 3.97 / GMAT
680
Winner of the Student Excellence Award, M.B.A. in Finance
Sofia University St. K. Ohridski, Economics and Business Administration 9/92 -
Faculty, Bulgaria 9/97
MA in Business Administration, September 1997 / U.S. Equivalency: 151.5
Credits and GPA 3.83 (www.WES.org)
Graduation Thesis: "Formation and Management of an Investment Portfolio"
Goethe Institute, Sofia, Bulgaria 9/94 -
5/97
Advanced, internationally recognized German language program / Levels M1
through M3
ZDaF - Certificate of German as a Foreign Language, March 1995
Work Experience
The Bank of New York Mellon, West Paterson, NJ - Securities Lending 1/04 -
Operations Administrator 3/10
Handled several major brokers' accounts with a combined daily average
transaction volume of over $100 million.
Processed the clearing, settlement, and cash collateralization of the equity
loans. Performed mark-to-market on the loaned equity. Managed the non-cash
collateralization. Acted on corporate action and coupon interest payments.
Processed DTC (Depository Trust Company) chargers. Dealt with fails and
contract compare discrepancies.
Reconciled the Mark-to-Market, the New Loans/Returns, and the Foreign
Government Debt/EuroClear proofs.
The Bank of New York, 101 Barclay St., New York, NY - Multicurrency 4/01 -
Funds Transfer Specialist 1/04
Authorized CLS (Continuous Link Settlement) FX (Foreign Exchange) deals.
Processed multicurrency payments and remittances. Investigated failed
transactions and settlement issues. Acquired account overdraft approvals.
Secured the end-of-day procedures, reports, and release of the processing
systems.
Prepared and administered several management reports on transaction volumes
and variances, account balances, accrued interest, overdraft charges, AML
(Anti-Money Laundering) and KYC (Know Your Customer) compliance activity,
international settlement time zones and cut-off times.
Citibank N.A., 111 Wall St., New York, NY - Central and Eastern Europe 5/00 -
Funds Transfer Specialist 3/01
Processed USD payments and remittances. Performed funds transfer
investigations. Produced management reports.
Citibank F.S.B., 89 Engle St., Englewood, NJ - Retail Banking / Bank 8/99 -
Officer 5/00
Advised my clients on a wide range of personal financial products from
insurance though banking to investments. Offered general financial needs
analyses, revealed financial needs, and provided financial solutions. Opened
and serviced personal bank accounts. Exerted banking diligence, courtesy, and
professionalism.
MetLife Financial Services, E. Rutherford, NJ - Account Representative 9/98 -
/ Insurance Agent 7/99
As a licensed NJ Department of Insurance Life and Health Producer, sold a
variety of personal insurance products from basic term and whole-life to
variable universal life and health. Advised my clients on multilevel financial
issues including retirement planning, annuity strategies, and estate planning.
Passed the NASD Series 6 and 63 exams.
Achievements And Associations
Passed Level I of the Chartered Financial Analyst (CFA) examination, December,
2007
Member of the winning team of the 5th Annual Investment Research Challenge
organized by the New York Society of Security Analysts (NYSSA) and sponsored
by the CFA Institute, April 18th, 2007
Rang the NASDAQ Stock Market opening bell, April 23rd, 2007
Member of the team that ranked second in the First Ever Global Investment
Research Challenge organized by the CFA Institute and the New York Society of
Security Analysts, April 26th, 2007
NYSSA member since 2007 and Beta Gamma Sigma member since 2006
Skills
Fluent Bulgarian, basic German and Russian
Outstanding analytical, problem solving, team-work, creative, and
organizational abilities
Proficient in Reuters and Bloomberg; basic Excel VBA; excellent MS Excel,
Word, Access, PowerPoint, FrontPage
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