Health Insurance Financial
Resume:
Tyler E. Dempsey
Haddon Heights, New Jersey 08035
**************@*****.***
Objective To obtain a full-time position in the business field utilizing
my abilities in finance
Education Bachelor of Science, Business Administration
December 2007
Concentration: Finance
Rowan University, Glassboro, New Jersey
Activities: Rowan Baseball
Fall 2003-Spring 2007
Licenses Series 7
Life and Health Insurance Producer
Experienc Paraplanner
e December 2007- Present
Ameriprise Financial Inc.
Perform case analysis tasks, including: entering and examining
data and initial schedules, reviewing and interpreting
financial statements, preparing preliminary Financial Advisor
Proposals and Asset Allocations, and prepare correspondence.
Manage and resolve client service problems relating to:
surrenders, bank authorizations, cancellations, applications,
systematic payouts, allocation changes, sub-account transfers
and cash or margin checks, call in securities transactions or
other over-the-phone transactions on behalf of clients with
advisor approval, and execute on-line transactions on behalf of
clients with advisor approval.
Maintain licensing, registration, continuing educations and
financial planning requirements.
Provide information to corporate office staff (forms,
applications, special requests).
Perform other allowable duties.
Intern
June 2007 - December 2007 Ameriprise Financial Inc.
Worked with Morningstar to create client portfolio snapshots,
perform market research and analysis.
Prepared deliverable investment options and proposals that were
used for prospective and current clients.
Performed research and analysis on stocks and mutual funds that
provided insight into the overall market and allowed for a
better positioning of clients assets.
Maintained a database, using Microsoft Excel which was used for
prospect tracking.
Store Clerk Summers 2006-2007
Pathmark
Managed time when working the overnight shifts. Was given a
list of tasks that needed to be completed before the store
opened.
Coordinated dock area, dealt with trucks drivers, unloaded and
loaded pallets of merchandise.
Kept areas in which worked, stocked and dealt with customers,
answering questions and helping find what they needed during
the day shifts.
Skills Proficient in Microsoft Office, Morningstar, Lotus Notes,
FAS(Financial Advisory Software), and NaviPlan
Additiona Rowan Baseball
l Info Fall 2003-Spring 2007
Played in the Division III Collegiate Baseball World Series in
2004 and 2005.
Won Fireman of the Year in 2006, an award given to best relief
pitcher in the conference.
A member of the best pitching staff in Division III in the
country in 2004.
Rowan Accounting Society
Fall 2007
References Available Upon Request
Contact this candidate