DANA SAWAKED

BLOOMFIELD, NEW JERSEY TEL: 862-***-**** ac0ghz@r.postjobfree.com

PROFILE SUMMARY

A dedicated, energetic and highly motivated professional with diverse experience in financial analysis and handling client portfolios. Proven expertise in capitalizing on opportunities that profit the organization that I work for. Offering robust analytical, research and organizational skills coupled with an efficient, professional attitude. An effective communicator who interacts with the general public in a way that builds trust and confidence. Ability to excel in a fast paced environment with little supervision or work as an effective member of a thriving team in your organization. Proven track record of delivering excellent service. CORE COMPETENCIES

Client Relations

Development

Sales Management

Accounts Management

Financial Analysis

Staff Supervision and

Training

Problem Solving and

Decision Making

Reports Development

Conflict Resolution

Microsoft Office Suite

LANGUAGES: Fluent in English. Fluent in Arabic.

EDUCATION

MBA GLOBAL MANAGEMENT, KEAN UNIVERSITY 2016

Union, NJ.

B.S. FINANCE, WILLIAM PATERSON UNIVERSITY 2012

Wayne, NJ.

GPA: 3.7; Dean’s List in 2011, 2012

PROFESSIONAL ACHIEVEMENTS

FINRA Series 6 and 7 (2016)

State Health and Life Insurance License (2016)

NASAA series 66 License

PROFESSIONAL EXPERIENCE

PRIVATE CLIENT BANKER

JP MORGAN CHASE, NJ Aug 2016-Present

Increased investments from 4%to 6.2% in the span of three months

Recognized by manager as the banker with most revenues

Manage clients’ banking relationships through an advice based approached, ensuring that they receive the best services or products based on their needs

Act as a liaison between departments by connecting clients to bank experts such as Client Advisors, Mortgage Bankers and Business Relationship Managers to facilitate their needs

Resolve client inquiries and doubts about investments as the need arises 2

Dana Sawaked

GLOBAL CONSULTING SPECIALIST Sep 2016-Dec 2016

ENVIROCHEM, SOUTH RIVER, NJ

Created an entity plan to penetrate Dubai’s market

Create a profit schedule for the new market

Train employees to work in a new culture

RETAIL LEADERSHIP DEVELOPMENT-FINANCIAL SPECIALIST Jun 2015-Aug 2016 PNC FINANCIAL SERVICES BANK, MORRISTOWN, NJ

Communicated with clients through meaningful conversations to assess their financial needs and recommend both short-term and long-term investment options

Ensured financial and accounting reports were prepared in accordance with company’s regulations, industry practices and generally accepted accounting principles (GAAP)

Assisted staff with accounting practices and financial record keeping

Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services

Recognized by Manager as a ‘go-getter’

CSA SUPERVISOR HEAD TELLER Jun 2013-Jun 2015

INVESTORS’ BANK, WAYNE, NJ

Supervised and trained employees in customer service and banking procedures

Assisted customers in their selection of accounts and financial services while simultaneously cross-selling other products and services

Enforced all security procedures and policies and controlled access to the vault

Completed accurate monthly audits of logs, cash drawers and ATMs

Managed opening, maintaining and closing of all account types STORE MANAGER Jun 2008-Jun 2012

DUNKIN DONUTS, BLOOMFIELD, NJ

Provide ongoing training as needed regarding products, promotions and policies

Motivated employees to encourage professional growth and development

Assessed store employees’ performance

Oversaw daily activities of franchise

References available upon request.

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