Customer Service Financial
Resume:
Matthew Golomb
Brooklyn, NY 11234
********@**********.***
PROFILE
Highly motivated individual seeking a position in finance/marketing.
EDUCATION
Binghamton University Binghamton,
NY 2007-2011
. Candidate for Bachelors of Science Degree in Financial Economics
. Graduation date May 2011
. 3.40 GPA
. Dean's List Fall 2007 and Spring 2008
Relevant Course Work
- Monetary Economics - Microeconomic Theory
- US Financial Systems: Markets and Institutions
- Financial Accounting - Economic Forecasting -
International Trade/Economics
- Macroeconomic Theory - Financial Management - Advanced
Computer Applications
WORK EXPERIENCE
Northwestern Mutual Financial Network
New York, New York 2008-Present
Financial Representative/ Internship
. Create personalized solutions for clients in investment and insurance
services
. Determine target markets, pursue and gain clients, and preserve client
relationships
. In attendance at annual meeting in Milwaukee to experience firsthand how
to be part of a team striving for the same goal
. Complete Personal Needs Analysis (PNA) and reports findings to clients in
individual meetings
. Individually and in seminars assess financial needs of existing and
prospective clients translating needs into strategies and goals
. Utilize advising and consultative-based approach to facilitate clients'
asset growth strategies
State Farm
Binghamton, NY 2009-Present
Financial Services/Customer Service Intern 1 year and Intern
Supervisor/Financial Analyst 1 year
. Help clients fully understand financial services such as banking and
mutual funds
. Network with local businesses to acquire new clients
. Enhanced knowledge of how client assessment and planning efforts yield
successful marketing outcomes
. Assist with all activities associated with marketing mutual funds, life
and health insurance and 401k plans
. Mentor interns
Intramural Sports
Binghamton, NY
2009-Present
Official 1 year and Intramural/Club Sports Supervisor 1 year
. Instruct 25 officials to officiate and run intramural/club sports
. Implement new problem solving techniques
. Officiate activities such as flag football, soccer, and basketball
Silver Gull Club
Queens, NY 2004-2009
Counselor for 4 years, Cabana Attendant for 1 year, and Valet for 1
year
. Developed and managed athletic activities within the camp program
. Liaison between members and club management
ACTIVITIES
Binghamton Finance Society
Binghamton, NY 2008-Present
Member
. Applied qualitative and quantitative analysis to solve case studies and
implement research projects on an individual and collaborative basis
. Developed a thorough understanding of the opportunities that exist in the
investment management and banking industries
. Exposed to the realities, challenges, and lifestyles of various financial
fields
College Fed Challenge
Binghamton, NY
2009-Present
Participant
. Produced a 20-minute presentation on current economic and financial
conditions
. Created a near-term forecast of conditions that affect monetary policy,
identification of risks that threaten the countries economic well-being
. Presented recommendations on how the Federal Reserve could manage short-
term interest rates
Binghamton Club Baseball
Binghamton, NY 2008-Present
Player
. Infielder and Pitcher for Binghamton club baseball team
. Team travel and competition against numerous East coast teams
Special Qualifications
. NY State Life, Accident and Health Agent/Broker (Exam Series 10-55)
. Certified in First Aid, AED, and CPR
. Proficient in Microsoft Word, PowerPoint, Access, Outlook, and Excel
. Able to code basic HTML, CSS, and JavaScript
Contact this candidate