Customer Service Sales

Location:

Posted:

July 07, 2010

Andrew R. Mehl

Phone: 720-***-**** email: ********@***.***

OBJECTIVE: Entry level position in Corporate Finance or Investment Advisory Services

SUMMARY:

• Ambitious financial analyst and corporate finance professional with one year experience in the financial

services industry.

• Excellent quantitative and analytic skills, oral and written communication skills, organizational skills, and

strong attention to detail.

SKILLS:

- Proficient in Microsoft Excel and Minitab

- Innate leadership abilities

- Conversational in Spanish

EDUCATION:

Master of Business Administration, University of Colorado Denver (August 2009 - July 2010)

Bachelor of Finance, Metropolitan State College of Denver (August 2004 - May 2008)

Relevant Academic Projects:

• Statistical analysis of ticket sales of a major theater production company

• Financial analysis for local winery including budgeting

• Financial modeling and forecasting

• In depth analysis of financial statements of major clothing company

RELEVANT WORK EXPERIENCE:

Financial Representative Intern, Northwestern Mutual Financial Network, Denver, Colorado (2007-2008)

• Worked alongside a seasoned financial professional to continue the development of core industry skills.

• Assisted senior colleagues in daily tasks that included: prospecting, gathering 20-25 client’s financial

information and developing a financial plan.

• Counseled clients on investment opportunities, monitored investments in clients’ portfolios worth USD 5

million, prepared reports and analyzed existing portfolios for trends and performance, and analyzed

financial records and charts.

• Gained working knowledge of legal and regulatory requirements, such as laws under the SEC.

• Generated upwards of 15 new client prospects and built enduring relationships.

• Provided sound financial advice from a position of fiduciary responsibility.

•

Manager, The Rock Restaurant, Aurora, Colorado (2006-2009)

• Facilitated restaurant operations from an administrative management role.

• Analyzed and planned restaurant sales levels, profitability, and budgets.

• Prepared daily/weekly reports including staff control and sales reports.

• Maintained high standard of quality control including inventory and stock levels.

• Recruited, trained, motivated, and supervised workforce of 25 employees.

• Provided superior customer service to patrons from a leadership role.