Customer Service High School
Resume:
Kyle Fredrickson
Email: *********@********.***
Address: **** ***** *** *****
City: Green Bay
State: WI
Zip: 54311
Country: USA
Phone: 715-***-****
Skill Level: Entry
Salary Range: $40,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Kyle Fredrickson
*********@********.***
Permanent Address:
11389N Sunset Circle
Hayward, WI 54843
OBJECTIVE:
I am seeking a full time position as I pursue my CFP and/or CFA license(s).
EDUCATION:
The University of Wisconsin-Green Bay, Green Bay, WI
Bachelor's Degrees, May 12, 2012
Double Major in Economics and Business Administration with Finance emphasis
Minor in Political Science
Related Coursework: Strategic Decision Analysis, International Financial Management, Principals of Investments, Quantitative Data Analysis and Econometrics, Personal Financial Planning, Advanced Corporation Finance, Intermediate Macroeconomic and Microeconomic Analysis, Applied Calculus, Advanced Microsoft Business Computer Applications
University of Alaska-Anchorage, Anchorage, AK
Completed general education courses, 2007-2008
RELATED EXPERIENCE:
* Merrill Lynch; PMD Financial Advisor program
* Merrill Lynch; Wealth Management Internship
Participated in two Classroom Virtual Stock Exchange stock market simulations
* Actively involved in the stock market and current events
* Familiar with stock market trading strategies and techniques
SKILLS:
* Experienced in Salesforce client management software
* Advanced in various Microsoft programs such as Word, Excel, PowerPoint, and Access
* Experienced in SPSS data analysis
* Hard worker, committed to achieving goals
* Strong analytical skills
* Strong negotiating skills
* Effective communication skills
* Excellent team working skills
* Ability to build valid relationships with customers
WORK EXPERIENCE:
Merrill Lynch, Green Bay, WI
PMD Financial Advisor Program, June 2012 to December 2012
* Continuing Education
o Obtained my Series 7 License
o Weekly lunch meetings with investment product wholesalers
o Developed Prospect Database
* Practice Management Development
o Developed critical skills and knowledge necessary for:
Acquiring clients
Enhancing Relationships
Offering tailored solutions
Building a successful wealth management practice
Merrill Lynch Wealth Management Internship, Spring 2012
* Business Development
o Implement marketing strategies
o Create a database of prospective clients
o Organize client information
o Maintain client relations
o Establish weekly performance agenda
* Client service and Business Administration
o Calling perspective business opportunities
o Prepare correspondence to mail to clients
o Update client information
o Schedule client meetings and respond to client requests
Chequamegon Area Mountain Bike Association, Cable, WI
Trail Developer, Summers 2006 to 2009, 2011
* Worked with a trail crew and used team skills to maximize trail production
* Quickly advanced in managerial position and was able to work independent from the manager due to a strong ethic and consistent reliability.
Pine Ridge Restaurant, Stone Lake, WI
Host, Summer 2007 to 2009
* Provided customer service via phone and direct interaction
The Steakhouse, Hayward, WI
Host and motel receptionist, Summer 2008
* Provided customer service via phone and direct interaction
* Organized restaurant and motel reservations
* Data organizer
ACTIVITIES AND HONORS:
Member of the NCAA Division 1 University of Wisconsin-Green Bay Ski Team, 2008 to 2012
Member of the University of Alaska-Anchorage Ski Team, 2007 to 2008
* Volunteer time promoting College athletics to young students in Green Bay and in Anchorage.
* Volunteer time over winter break coaching middle school and high school skiers.
Member of the Hayward High School Ski Team, 2003 to 2007
* 2 time cross country skiing Junior National Champion in 2007
* Three time Wisconsin High School State Champion in cross country skiing
* Three time State qualifier in cross country running
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