Customer Service Sales Representative

Orlando Guerra

**** ******* ****** . *** ****, PR 00907 . 973-***-**** .

*******.******@****.**.***

EDUCATION BOSTON UNIVERSITY; Boston, MA

Bachelor of Arts in Economics May 2007

. Minor in Business Administration

Honors/Activities:

. Boston University Scholastic Scholarship . Wendy's

Heisman Award

. Boston University Finance Club, Junior Analyst .

Qantas Airlines Sports Ambassador Scholarship

. Latinos Unidos Club . BU Por Colombia

Club

EXPERIENCE Chartis Insurance Company (formerly AIG); San Juan, PR October

2008 - Present

Financial Lines Underwriter

. Identify and calculate risk of loss of institutional

policyholders in both Puerto Rican and Caribbean markets

. Analyze financial statements of banks, investment managers,

and publicly-traded firms around the world

. Lead the team's separate Caribbean operations with a book of

business of over $5 million

. Develop and maintain numerous key business relationships with

Brokers and Regional Level Officers

The Bank of New York Mellon; Boston, MA May 2007 - June 2008

Client Accounting and Reporting Specialist

. Completed timely and accurate valuation of financial

statements for monthly- and daily-valued accounts

. Processed trade settlements, cash transfers, general ledger

postings, and journal entries on a daily basis

. Executed the Net Asset Value derivation process for large

institutional clients and investment managers

Banc of America Investment Services, Inc.; Boston, MA October

2006 - May 2007

Investment Service Intern

. Monitored investment portfolios of five prominent client

accounts under supervision of Financial Advisor

. Explored sector trends that impacted company and advisor

recommendations

. Tracked current market, industry, and company activity on a

daily basis

Oppenheimer & Co., Inc.; Boston, MA January 2006 - October

2006

Investment Service Intern

. Computed cost basis and entered data for client accounts to

maintain complete and accurate records

. Researched stocks and mutual funds daily to provide

investment ideas for senior brokers

Dell, Inc.; Rockaway, NJ June 2005 - September 2005

Customer Service Representative

. Led six-person team and consistently exceeded sales quotas,

selling over $30,000 in products per week

. Trained employees on-the-job about new technological products

and services

Vector Marketing Corp.; Parsippany, NJ June 2004 -

December 2004

Field Sales Representative

. Scheduled appointments for product presentations, placed

orders, and supported customer service requests

. Sold over $10,000 in products; became President's Club member

and Key Staff member

Department of Energy, Savannah River Site; Aiken, SC June

2002 - July 2003

Computer Engineering and Design Services Intern

. Created and revised documents for several projects,

frequently dealing with confidential details

. Designed presentations for meetings and fundraisers for many

different teams

SKILLS Computer: Skilled with Bloomberg terminal; proficient in

Microsoft Word, Excel, PowerPoint, and Outlook

Language: Fluent in Spanish; elementary proficiency in French

INTERESTS . Aspiring investment manager; perform equity research for

personal portfolio (CFA Candidate)

. Young entrepreneur; formulating business plan and website for

a new future start-up brokerage business

. Amateur numismatist; collection of currency includes over 60

countries

. Avid soccer player; represented Team USA in Australia's Kanga

Cup

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