Manager Financial

EXPERIENCE:

Financial Advisor, Barnum Financial Group, an office of METLIFE, March 09-

Current

. Work with individuals, families and business owners to

analyze their current financial situation through

various financial products and advisory services

. Develop appropriate solutions to help people reach

financial independence and attain financial success

using a comprehensive portfolio of top quality insurance

and investment products.

. Lead clients through the process of identifying personal

and financial goals, taking stock of their existing

situation, developing and implementing a plan, and

monitoring and reviewing it to assure that progress

continues.

Operation's Manager, Proline Mechanical Contractors, Feb 2007-Feb 2009

. In charge of scheduling and On-site job coordinator.

. Establish budget and cost analysis, based on customer

profile.

. Forecast inventory based on project volume and supplier

lead time.

. Use Quick books to input financial information.

Co-Offensive Coordinator. Assumption College, June 2005-Jan 2007

. Taught fundamentals and special skill preparation.

. Created a discipline approach to work activities.

. Served as a leader and role model.

. Built an atmosphere of confidence.

. Demanded a winning attitude from all participants.

Secondary / Back Office Operations. William Raveis. June 2003-May 2005

. Used Excel based formulas to create daily rate sheet for

Multiple Mortgage products (conforming 15 & 30 year

fixed rate mortgages, adjustable rate mortgages, jumbo,

interest only, blended etc.)

. Adjusted daily rate quotes as dictated by market

conditions for use by the Mortgage Bankers.

. Analyzed and presented developing news stories

concerning changing market conditions to bankers through

out the business day; specifically interest rates as

related to bond pricing.

. Collaborated with The Underwriting and Closing

departments to review client's financial information as

dictated by loan specifications.

LICENSES:

. Connecticut Insurance Department Life and Health

. Series 6,7,63,65

EDUCATION:

Bachelor of Finance May 2003 Sacred Heart University, (Jack Welch School of

Business) Fairfield, CT

Varsity Football Team - 2002 1AA Mid-Major National Championship

CFA Level 1 Candidate - 24.5 Credit Hours applied

Investment Banking Institute, Investment Banking Course June 2008

. Completed a four-week intensive course on financial

analysis, valuation methodologies and advanced financial

modeling

. Built fully-integrated financial statements projection

model, LBO model and merger model, including the ability

to run operational and capital structure sensitivities.

INTERNSHIIPS: Bank of America (June-August 2002) (December-February

2003)

. Worked closely with all aspects of Consumer Banking.

. Process Transactions with accuracy and efficiency in

accordance with policy and procedures.

. Identify and refer financial products and services to

consumer and small business customers.

PC SKILLS:

. QuickBooks, Excel (V-lookups, Pivot Tables)

. Microsoft Word, PowerPoint, Outlook, Internet, Lotus

Notes

. Net Exchange Pro 3.0

. Profiles Forecaster 3.0

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