Project Manager Customer Service
Resume:
Wilmington, DE *****
Home: 302-***-****
Work: 302-***-****
Email: ************@****.***
Isaac J. Daniels
Isaac
PROFESSIONAL A goal driven and team oriented professional seeking a long term career in the investment services
industry. My background combines strong analytical skills and knowledge of finance with a diverse
PROFILE
PROFILE
business background that entails experience within financial sales, customer service, and investment
and business analysis
EDUCATION Wilmington University Wilmington, DE
EDUCATION
Masters of Business Administration in Finance, GPA 3.5/4.0 May 2009
Financial Coursework: Accounting Management, Investments, Economic and Financial
Environment of Business, Financial Management, Quantitative Analysis, and Derivatives
Hampton University Hampton, VA
Bachelor of Science in Sports Management and Health Education May 1999
SKILLS & Series 6, 63, and 65 Licensed. Licensed Life and Health Insurance Producer in Delaware and
SKILLS
Maryland. Knowledge of Equities, Bonds, Alternative Investments, Mutual Funds, Life
CERTIFICATIONS
CERTIFICATIONS
Insurance, and Annuities. Excellent Customer Service and Communication Skills. Knowledge
of Microsoft Word, PowerPoint, Access, and Excel. Analytical and Project Management Skills;
Proven Leadership; Net Exchange Pro, Wealth Management, and Investment Tracker Systems
Experience.
PROFESSIONAL
PROFESSIONAL
Financial Services Representative MetLife
EXPERIENCE
(11/08 to Present) Newark, DE
Devises and executes business development strategies to attract and acquire new clients
Analyzes clients’ financial needs and goals
Provides guidance to clients regarding the advantages and disadvantages of different
investment products
Implements and continually reviews financial strategies designed to help clients pursue
my clients’ long-term goals
Currently services a book of business of 30+ clients and have produced over $2.5M
in face amounts of life insurance, disability insurance, annuities, and mutual fund
accounts.
Management Analyst Delaware Public Health
Office
(10/05 to 12/08) Dover, DE
Collected, assessed, and evaluated statistical data pertinent to the improvement of our
clinical operations
Project Manager for the acquisition of new mobile dental vehicle for the Office of Public
Health
Monitored and recorded over $3M of generated revenues for the State of Delaware’s
State Oral Health Clinics.
Maintained an electronic record of revenues and production to assure that State Medicaid
Office accounting entries supported our records.
Researched income and production variances and took appropriate action to correct or
document.
Maintained Medicaid revenues produced through use of our Medicaid Management
Information System (MMIS). Resolved outstanding billing issues with Delaware’s Medicaid
Office and their claims processor Electronic Data Systems (EDS).
New Account Specialist MBNA
(10/05 to 03/06) Dover, DE
Performed a high volume of outgoing calls to potential and existing customers to offer custom-
designed credit card programs
Drove account balance growth by marketing and selling promotional rates and offers
Successfully achieved monthly, individual, and departmental goals and maintained customer
satisfaction
Ensured that the account opening process satisfied the clients’ needs and were in compliance
with bank policy. Provided complete and thorough responses to customers’ account opening
questions and concerns.
Corresponded with clients, sale representatives, and customer service representatives and
followed internal policy and procedures when I responded to any account-related activity
Recreation Center Coordinator US Navy -
MWR
(01/03-9/05) Norfolk, Virginia
Ensured that recreation facilities are operated and maintained effectively
and safely
Prepared facility schedules and developed preventative maintenance programs
Supervised janitorial services and ensured facility policy and regulations were
adhered to
Supervised the recreation facility maintainer and booked all sport rental
and community events
Managed contracts associated with the recreation program and monitored
the use of recreation equipment and facilities
Sports Statistician/Game Reporter NBC
Sports
(10/99 to 12/02) New York City, NY
Reported live, real-time game statistics as well as pre-game and post-game information to
sports program producers in fiercely paced environment
Recorded live play-by-play data and tracked live, in-depth game and player information that
went far beyond the data seen in a box score
Wrote and submitted media advisories when significant events occurred during a game such as
key player injuries and setting new team or league records in a statistical category
Charted highly detailed information about the teams and players
Worked on miscellaneous statistical analysis articles and other related projects
PROFESSIONAL
Hampton and Wilmington University Alumni Associations
AFFILIATIONS
AFFILIATIONS
North American Society for Sports Management
NAIFA Member
PROFESSIONAL Project Manager for State of Delaware’s Acquisition of 1st Dental Mobile Clinic
ACCOMPLISHMENTS
Attainment of Financial Services and Insurance Licenses
Commissioned as a Notary by State of Delaware’s Governor’s Office
REFERENCES Available Upon Request
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