Customer Service Accounting
Resume:
Joshua Sorrentino
Staten Island, NY 10309
Cell: 646-***-****
*************@*****.***
OBJECTIVE
Seeking an entry level accounting position.
EDUCATION
DeVry University, North Brunswick, NJ June 2010
Bachelor of Science in Technical Management, Accounting Concentration
GPA: 4.0/4.0, summa cum laude
*CPA Eligible – Sitting for AUD section in October
Related Coursework:
Accounting Information Systems Cost Accounting
Accounting for State and Local Governments Financial and Managerial Accounting
Auditing Financial Statement Creation and Analysis
Corporate Financial Reporting Individual Income Taxation
SUNY Oswego, Oswego, NY May 2002
Bachelor of Science in Finance
Major GPA 3.5/4.0
SKILLS / CERTIFICATIONS
Working knowledge of Microsoft Office, QuickBooks, and Peachtree Complete Accounting
Highly organized and detail oriented
Basic understanding of GAAP
Excellent communication, interpersonal, and organizational skills
Self starter with the ability to work in a fast paced environment
PROFESSIONAL EXPERIENCE
Merrill Lynch, Hopewell, NJ May 2006- February 2009
Retirement Service Representative, 401(k) Plans
Entrusted with the most complex customer service issues as a result of exceptional ability to
promptly resolve concerns and satisfy customers
Resolved an average of 1000 inquiries each month, consistently meeting benchmarks and
outperforming fellow employees
Gunn Allen Financial, Staten Island, NY September 2005 – March 2006
Vice President of Investments
Ensured all trades were properly executed and booked by communicating directly with traders
Performed financial, technical, and fundamental analysis for high net worth and lower income
clients on suitable investment strategies
Joseph Stevens & Company, Staten Island, NY August 2002 – September 2005
Vice President of Investments
Produced 10 – 15% annual growth on personally managed client portfolios
Successfully obtained Series 7 and 63 certification within first four months of employment
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