Life Insurance Management

Andrew R. Laguna

**** **** ****** ( Hillside, NJ 07205

Mobile: 908-***-**** ( Home: 908-***-**** ( E-mail:

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

EDUCATION

Investment Banking Institute New York, NY

Intensive 4-week financial modeling and valuation training program June

2010 - Present

. Performed company valuations utilizing (i) comparable public company

analysis, (ii) precedent transactions analysis and (iii) discounted

cash flow (DCF) analysis

. Built fully-integrated financial statements projection model, LBO

model, accretion/dilution merger models, including ability to run

operational and capital structure sensitivities within models and data

tables for sensitivity analysis

Rutgers University Newark, NJ

Bachelor of Science, Honors Finance, Minor in Management Information

Systems Class of 2009

. Graduated magna cum laude with University Honors

. Overall G.P.A: 3.8, 4.0 in all business, statistics, and upper-level

financial courses

EXPERIENCE

Metropolitan Life Insurance Company Cranford, NJ

Financial Services Representative, Wealth Financial Group Aug 2008 -

June 2010

Comprehensive financial planning for individuals and businesses,

consulting on a wide array of business-critical and ancillary financial

matters.

. Conducted budget analysis assessing client's overall financial need

. Analyzed risk tolerance, reevaluating insurance and investment

portfolios (Managed balanced portfolios worth between $100k-500k for

more than 25 clients.)

. Recommended financial strategies based on analysis and client's goals

. Day-to-day prospecting to generate additional business and increase

revenue. Increased annual revenue from $45k to over $85k in two years

Financial Planning & Analysis Intern, Corporate Office New York, NY / May

2008 - Aug 2008

. Developed analytical models for scenario analysis - (Asset allocation

models, financial planning models, balance sheet management and

integrated budget models.)

. Performed budget variance analysis and assist with monthly close duties

. Assisted management in forecast operations and financials to provide a

basis for strategic decisions and improve operating performance

Rutgers University Newark, NJ

Departmental Student Intern, Finance Division Sept 2007 - Mar 2008

. Drafted online Departmental Financial Account forms for staff and

students

. Established files for documenting tuition and credits, and assisted

students with financial transactions

J.R. Cigar Whippany, NJ

Jr. Financial Analyst Intern June 2007 - Aug 2007

. Obtained a valuable hands-on business and finance experience in the

retail industry

. Assisted management in operations, maintenance, administration, and

improvements

. Participated in fiscal accounting and preparation of financial budgets

and forecasts (Produced annual budgets exceeding $100 million and

forecast models on a departmental, business segment and consolidated

basis working with functional department heads and senior management)

ADDITIONAL

Skills: Microsoft Office (Excel, Word, Outlook, PowerPoint), QuickBooks,

Internet Research and applications, Lotus Notes, Type: 78 WPM

Licenses: Series 6 Series 63 Life & Health Insurance Variable -NJ &

NY (Licenses held at Metropolitan Life Insurance Company)

Rutgers Business School Alumni Association, Rutgers Professional Group

Member (May 2009 - Present)

Junior Chamber International, Chair Member (March 2006 - Present)

BNI International, Member (October 2008 - June 2010)

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