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Life Insurance Service

Rockville Centre, New York, 11570, United States
March 27, 2011

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** ****** **. **** ***************, NY 11570




JPMorgan Chase, New York, NY

July 2009- Present

Personal Banker

Responsible for retaining and deepening banking relationships with

existing customers as well as acquiring desirable new customers.

Through active relationship management and regular customer contact,

identify and anticipate customer's financial needs, match products and

services to help fulfill those needs, and assure a high level of

customer satisfaction. Work side by side with two financial advisors

to provide investment options; production from hire date to present

date: $2,158,000 in investment funds. Manage 285 customers with

deposit balances of over $20 million. Received two National Sales

Training Program M.V.P. awards.

Series 6, 63and Life Insurance Certified


University of Dayton, School of Business

Administration - Dayton, OH

Bachelor of Science in Business Administration with a concentration in

Leadership May 3, 2009

. Major GPA: 3.11

. Minor -Business Economics

. President's Scholarship: 2005-2009

. H. Troy Sears and Elieen L. Sears Scholarship: For Leadership,

Outstanding Character, and Service : 2005- Present

Work and Volunteer Experience

Friendly Sons of St. Patrick, Long Island, NY

July 2010- Present


The Society of the Friendly Sons of St. Patrick on Long Island is an

organization comprised of Sons of Erin and their descendants, who are

business and professional men on Long Island. We are interested in

economic development of the homeland, as well as Long Island, and

promotion of the rich culture of our ancestors. Our ends are also

philanthropic and charitable, devoted to the betterment of our less

fortunate brethren, both here and in Ireland. Help coordinate

networking events for current and potential new members

The University of Dayton, Dayton, OH

August 2007- May 2009 Tele-counseling

Recruiting Supervisor

Worked directly with the Office of Admissions to recruit prospective

students. Called prospective students and parents to guide them

through the application process, promote The University of Dayton, and

increase application rates. Managed seven staff members to work to

their full potential.

Rosicki and Rosicki Associates P.C. Attorneys at Law, Plainview, NY

May 2008- August 2008

Evictions Department Paralegal

Supported the head managing attorney in the eviction process.

Prepared "Ten Day Notices" to be used by clients in

the court system. Analyzed "Notices of Petition" for court

use. Created new client files using "Perfect Practice" business

law application.

Northeast Securities Inc., Mitchell Field, NY

Summer 2007

Intern, Compliance Department

Utilized Bear Stern business application to analyze customer

accounts. Coordinated many tasks simultaneously

and facilitated a Securities and Exchange Commission agent by

preparing files, account documents and copying

company files.

University of Dayton, Dayton, OH

August 2008-May 2009

Committee Member, Senior Class Gift

Determined campaign strategies to market the senior class gift. Helped

with event planning, publicity, fulfillment, and motivating the Class

of 2009 to reach the $10,000 goal. Aided in identifying promotional

and educational opportunities for the campaign. Assisted in planning

and implementation for future class gift interns.

University of Dayton, Dayton, OH

August 2008- May 2009

High Council Officer, University of Dayton Irish Club

Worked with High Council Members to run a well organized service

club. Promoted Irish culture and awareness in a safe and friendly

environment for the University of Dayton student body. Worked on multiple

service projects, such as Christmas on Campus, Greensweep, Project

Children fund-raiser, and canned food drives.


. Recruiting; Selling; Public Speaking; Forecasting; Cost Analysis,

Product Analysis

. Computer Skills: Microsoft: Word, Excel;Forecast X, FrontPage,

PowerPoint, Access. Perfect Practice

. Leadership Skills: Motivation, Employee Management, Trustworthy,


. University of Dayton Men's Ice Hockey 2005-2009: Team Member,

Financial Representative, Social Representative[pic]

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