Insurance Life
Resume:
Marlene J. Del Carpio
**********@*********.***
Little Falls, NJ 07424
EDUCATION:
Rutgers University
Newark/New Brunswick, New Jersey
Rutgers Business School
Bachelor of Science: Finance
January 2007
Fairleigh Dickinson University
Teaneck/Hackensack, New Jersey
Petrocelli College of Continuing Studies
Financial Planning Certificate Program
June 2010
PROFESSIONAL EXPERIENCE:
WealthQuest Financial Services, LLC Norfolk, VA
02/2009 - 01/2010
Investment Advisor Associate
. Maintained a client list of 160 clients with approx. $100 Million of
assets under management.
. Rebalanced/analyzed asset allocations and input trades daily.
. Calculated cost basis information for client accounts.
. Input/reviewed Monte Carlo simulations and Morning Star data.
. Prepared agenda and reviewed reports for client meetings, completed
follow-up tasks after meetings.
. Assisted with estate, tax, retirement, and investment planning projects
from the Investment Advisors to reduce their work loads.
. Supervised and reviewed the work of the administrative assistants.
Bear Stearns and Co. Inc. /JPMorgan Securities Inc. Whippany, NJ
Reconciliations Analyst
05/2007 - 02/2009
. Acquired all 15C-3 and Liquidity Reserve accounts within 6 months to
reduce supervisors work load.
. Built strong relationships with internal departments and/or banks to
research and resolve un-reconciled items.
. Revised and enhanced out-dated spreadsheets and mail procedures to
increase efficiency.
. Executed daily exception reporting for major operating accounts through
Positive Pay, Fraud Control and CheckRec software to ensure balanced
accounts.
. Investigated status of checks and payouts for various internal
departments to reduce duplication.
. Assisted the Travel and Entertainment Department with expense reporting
to decrease overtime.
. Reconciled Accounts Payable, Payroll, domestic and foreign US dollar
accounts after department was downsized.
. Trained and transitioned all of the above responsibilities over to new
account owners. Aided in the closing of 45 accounts and transitioning of
over 200 bank accounts.
Northeast Planning Corporation Cranford, NJ
Financial Planner
01/2007 - 05/2007
. Insurance Producers License: Life Insurance, Accident, Health or
Sickness. Received licenses within two weeks of hire.
. Attended weekly training in all areas of finance i.e. investments,
insurance, and business planning.
. Implemented planning strategies for individuals to better their financial
situations.
Marlene Del Carpio
Page 2
Madison Square Garden New York, NY
Financial Systems Dept. Intern
2006
. Studied and used Hyperion Pillar software to create Budget, Forecast and
Actual reports for Entertainment Department., Sports Properties
Department etc.
. Aided in the translation and update from old Chart of Accounts to new
chart.
. Updated monthly records of new programs and event codes.
Russell Marketing Research Wayne, NJ
Part-time while in school
2000 - 2004
. Promoted to Statistical Analysis department. Tabulated, coded, edited,
and assisted in the creation of research surveys.
. Demonstrated proficient computer skills and ability to work in teams.
SUMMARY:
An eager finance/accounting professional with strong skills in investments
and reconciliations. Focused on creating a well rounded career in the
financial arena. A team player who is self-motivated with good
communication and interpersonal skills. Excels in the following:
. Strategic Planning
. Problem Solving
. Retirement Planning
. Organization
. Quick Learner
. Financial Planning
. Analysis
. Even Keeled
. Goal Oriented
SYSTEMS:
. MS Excel
. MS Word
. MS PowerPoint
. Morningstar Principia
. Margin
. CheckRec
. Financeware
. Hyperion Pillar
. Junxure
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