Sales Financial

Joshua Mompi

813-***-**** ******@*******.***.*** LinkedIn: https://www.linkedin.com/in/jmompi

Financial Services Qualifications and Capabilities

• Precise and strategic use of strong research to support analyses, proposals, problem solving, and decision making.

• Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Sales Force, STATA, Asset-Map, LPL Financial, Quickbooks. Economics and Business Education

University of Central Florida(UCF) Orlando, FL

Bachelor of Science in Economics, Business Administration minor May 2014- May 2017 Relevant Course Work: Money & Banking, Business Finance, Financial Accounting Managerial Accounting, Development Economics, Intermediate Microeconomics, Quantitative Business Tools II, International Macroeconomics. Work Experience

AXA New York, NY June 2016-July 2016

Financial Consultant Intern

• Assisted financial advisors in new client acquisition, marketing research for business growth, and client management.

• Constructed client profiles and financial analysis using Asset-Map to organize and predict future financial positions.

• Utilized LPL Financial to research money managers within an Optimum Market Portfolio to properly place client brokerage accounts into strategic asset allocation models.

• Performed financial analysis by reading 10-K and 10-Q reports for companies on NASDAQ and NYSE.

• Performed 46 client audits for advisors that were recently transferred to the Manhattan office complying with company standards.

• Assisted in branch wide transition from individual advisor account preferences to Sales Force software. Clean the World (social enterprise support developing countries) Orlando, FL Volunteer Management Intern May 2015-July 2015

• Requested to return for a second summer internship to take a more senior role.

• Directed and supervised 50+ volunteers in the recycling warehouse per day.

• Researched 300+ companies, identifying leads for philanthropic partnerships.

• Trained interns how to use Sales Force and excel software in order to accomplish management department tasks.

• Represented CTW at community events and assisted in facilitating external relations. Logistics and Partner Relations Intern September 2014-December 2014

• Improved efficiency and cost effectiveness of logistic activities by analyzing client trends via excel to better allocate resources to different regions and seasons nationwide.

• Managed over 800 inbound and outbound transactions to distribution centers across the U.S .and Canada.

• Improved response time to clients by 25% by increasing Sales Force activity and efficiency.

• Created a manual for the training of future employees on all aspects of the Partner Relations role. Leadership Experience and Extracurricular Activities President, UCF Collegiate Entrepreneurs Organization (CEO) Knights May 2016-December 2016

• SGA Activity & Service Fee financially trained qualified for Financial Allocations for Organizations.

• Coordinated and led all weekly member and executive meetings for the organization in order to decide efforts, resources, and host membership meetings.

• Delegated, supervised, and supported 6 board executives to accomplish goals of organization.

• Advised and connected members to resources dedicated to help student businesses grow. Owner, JMOMPI.com April 2016-Present

• Manage and create content of website focusing on Financial and Economic subject matter. Member, UCF Business Leadership Council August 2015-May 2017

• Promoted and implemented cross collaboration, communication and problem solving for student organizations within the UCF College of Business which serve 68,000+ students. Fundraiser, IMPOWER (helping young adults in foster care succeed) September 2014-December 2014

• Exceeded my personal fundraising goal by 65.3%, contributing a quarter of the total raised by the team of 7.

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