Customer Service Manager

Timothy RenerJr

Email: *********@********.***

Address: **** ******* **

City: Crown Point

State: IN

Zip: 46307

Country: USA

Phone: 219-***-****

Skill Level: Assistant

Salary Range: $35,000

Willing to Relocate

Primary Skills/Experience:

Investment Management Financial Analyst Financial Reporting Relationship Building

Educational Background:

Bachelors Degree, 1. Finance 2. Economics

Ball State University, 08/2008 - 05/2013

Muncie, IN

Job History / Details:

TIMOTHY J. RENER, JR.

1901 Orchard Court

Crown Point, IN 46307

219-***-**** * *******@*****.***

CAREER PROFILE

Experienced investment manager and business professional with a proven track record in financial analysis, and relationship building. Ability to

develop and implement feasible timelines and budget analysis has led to my career progression, along with my ability to effectively lead teams and

manage funds.

AREAS OF STRENGTH AND EXPERTISE

*Accounting

*Corporate Finance

*Investment Principals

*Relationship Building

*Strategic Planning & Analysis

*Financial Reporting

EDUCATION AND TRAINING

Bachelor of Science, Double Major - Finance with a Business Option & Economics with a Financial Analyst Option,

Miller College of Business, Ball State University,

Combined GPA 3.4/4.0

University of Worcester, Study Abroad Program

PROFESSIONAL EXPERIENCE

New York Life Insurance Company- 2012

College Agent Intern

Successfully participated in weekly training and development sessions to gain financial industry expertise and develop technical and practical skills.

Key Accomplishments:

*Regularly conducted proactive sales presentations to prospective clients to schedule effective and informative meetings and secure new

networking opportunities.

*Accurately analyzed client`s financial circumstances and offered educated coverage recommendations.

*Successfully communicated policy options, features, and advantages to prospective clients; answered inquiries and demonstrative persuasive

selling techniques.

*Responsible for the development of financial plans that not only satisfied clients` objectives, but were also financially feasible.

Ball State Student Managed Investment Fund- 2012

Investment Adviser

Oversaw a team in the successful management of an investment portfolio valued at $500,000.

Key Accomplishments:

*Utilized Excel spreadsheets to create clear and informative financial models to display findings of company research, analysis, and valuation.

*Demonstrated organization, as well as efficient and effective portfolio management and phone skills, on a consistent basis.

*Effectively presented portfolio recommendations to board of faculty and trustees; resulting in 5% portfolio makeup.

Tally Food Court, Ball State University- 2011

Student Chef Assistant

Provided a high level of customer service and leadership in a high volume, fast paced environment.

Key Accomplishments:

*Demonstrated ability to follow policies and procedures, as well as work independently and as part of a team.

*Adhered to budgetary guidelines and customer feedback, while assisting in the development of menus.

Buley Center- 2010

Volunteer Leader

Organized and led daily educational and recreational activities for 30 children from under-privileged families.

Key Accomplishments:

*Utilized leadership and communication skills to effectively manage students and communicate with parents and staff.

LEADERSHIP & PROFESSIONAL MEMBERSHIPS

Delta Sigma Pi, Master of Rituals Chair & Pledge Vice President of Finance

Miller College Dean`s Student Advisory Council

Excellence in Leadership Program, Phase 1 Member

Bloomberg Terminal Essentials Certified

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