Lou B. Bernardo III
Davenport, FL 33897
ac0ejz@r.postjobfree.com
PROFESSIONAL EXPERIENCE
Senior Operations Administrator
Federal Express
****- ****ent
Assuring the proper delivery of time sensitive packages.
Designer/Drafter
ABDesign Group
2016
Design, drafting of Architectural plans and lot permits.
Customer Service / Computer Service Sales Representative
Guthy-Renker GRFS
2014 - 2015
Home Based Independent (US Tech Support) Customer Sales & Service,
Financial Aid Representative
Corinthian College
2011-2013(Division Closed) due to the companies economic condition.
Financial Aid Budgeting
Loan Management and Supervision
Auditing and compliance - Title IV
Benefits Representative
American Income Life
2011
Customer Service
Sale of Insurance Products.
Personal Banker (Company Restructuring)
Citibank, Tampa, Fl
2010 - 2011
Personal Banker - develop long term relationship with clients and addressing their concerns regarding future, financial goals and needs.
(Position ended due to reduction in staffing)
Provide banking products: credit cards, mortgages.
Increased client retention.
Provided support for the client's ongoing financial needs.
Financial Advisor
Smith Barney, Port Richey, FL (Smith Barney re-organization, branch closed)
2008 - 2009
Increased existing market share of high net worth clients through portfolio development program.
Provided analysis of clients overall financial portfolios.
Asset manager for client development.
Preparation of bids for contract administration for facilitating the management and implementation of a corporate 401k plans.
Registered Financial/ Banking Services, Representative, Senior Trader
E*trade Financial/BrownCo LLC, Tampa FL (Position ended - office closed)
2003 - 2007
Trader provided real-time market and financial information to high networth individuals and corporations.
Provided analysis of investments and other financial products.
Provided critical market and financial information for high net worth clients.
Analyzed client financial data and trading suitability.
EDUCATION
ITT Technical Institute Tampa FL (Graduate)
Associates of Science, Computer Aided Drafting and Design, 2008
LICENSES, CERTIFICATES & TECHNICAL EXPERIENCE
• MS Office (Word, Excel, Power-point) - 7 years
• Word Press - 3 years
• CAD - 2 years
• Health Insurance License 240 - Current
• Financial Advisor Training Program (Morgan Stanley)
• Series 63, 65, 31, & 7 - Expired Oct. 2010
• Dean's List Ranking (ITT Technical Institute)
• Alpha Beta Kappa National Honor Society (ITT Technical Institute)
• Sales, Marketing & Promotion - 24 years
Hobbies and Interest: 2nd Degree Black Belt with over 34 yrs of Martial Arts experience.
Open-water scuba Certification and physical fitness.