Vincent J. Caputo
*** ****** **** *******, ** *7641 201-***-****
******.*******@*****.***
objective
To pursue a career opportunity in Finance using skills obtained from
professional experience as well as knowledge derived from educational
preparation.
Professional Experience
Financial Regulatory Security licenses
> FINRA: Series 6, 63
JPMorgan Chase - Retail Financial Services
Personal Banker
12/07/09 - 04/09/10
> Responsible to retain and expand client relationships. Discover
clients' financial needs and provide product recommendations suitable
to those needs.
Kforce Professional Staffing - Finance/Accounting
Account Executive
10/16/07 - 10/27/08
Responsible for the planning, execution, cultivation and monitoring
of account acquisition and penetration of customers in designated
finance segments.
> Duties include sourcing, initial client qualification, identifying
potential end users/decision makers, establishing client
relationships, and completing company and department profiles.
> Contacted existing clients to identify new hiring managers at client
locations to obtain and/or close agreements for services.
> Keep abreast of market dynamics and trends within the New York and New
Jersey region in order to forecast client demands.
Countrywide Home Loans Inc., Tarrytown, NY
TM (Team Manger)
2/1/07 - 08/29/07
> Managed a team of seven Account Executives in branch office of
Countrywide Home Loans.
> Increased team's production each month by funding 180 loans totaling
$40 million in a 6-month period.
> Headed completing the home loan process by making sure every loan was
in compliance with Countrywide Home Loans; standard operating and
underwriting procedures.
AE (Account Executive)
2/14/05 - 1/31/07
> Funded 88 units totaling $22 million from January to December 2006.
> Funded 56 units totaling $16 million from April to December 2005.
Professional Awards
2006 Masters of Sales Award for high achievement in sales/production
(ranking 148 out of 2500)
Education
Rutgers, The State University of New Jersey, Bachelor of Arts, May 2004
Major: Political Science, Minor: Economics
REFERENCES AVAILABLE UPON REQUEST
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