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Customer Service Financial

Gaithersburg, Maryland, United States
February 15, 2018

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Germantown, Maryland ****4 H: 570-***-****


The Master of Science in accounting and financial management at University of Maryland University College is designed to provide organizational leadership position. This program is ideal for accountants, financial managers, and other midcareer professionals, and accelerated my knowledge and competencies to make high-level decisions that can impact your organization's current operations and financial future.


Microsoft Word, Excel, PowerPoint, Access Excellent attention to detail

Budget analysis expert General ledger accounting

Project management Strong organization

Excellent communication skills Strategic financial planning

Flexible team player Expert in customer relations

Knowledge of ERP (Enterprise Resource Financial and operational reporting

Planning) software


RELATIONSHIP BANKER II, 01/2011 to 05/2016

Capital One Bank – Rockville, MD

Met with prospects and customers through outbound calling efforts, Teller referrals and branch referrals

to specialist areas such as Investments, Private Client Group, Small Business, etc to discuss and sell

banking products.

Used needs-based assessment tools to analyze and determine customer needs.

Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry


C.E.O./President, 01/1999 to Current

Reach Youth Incorporated – Bronx, NY

Organize and manage sports activities for children and teenagers.

Organize and manage sponsors, teams, volunteers, and workers.

Obtain proper permits, trophies and certificates for participants and sponsors.

Provide training, mentorship and teach discipline to youth.

Developed, produced and analyzed financial statements by region.

Reviewed and analyzed project spending throughout project life cycle.

Built and maintained databases for forecasting future financial performance.

Financial Services Representative, 01/2003 to 01/2011

MetLife – Garden City, NY

Manage and develop an efficient unit of approximately 20 customer service representatives.

Manage and develop the departmental sales/revenue.

Develop a high performance team through successful on-going coaching that has resulted in service

standards being exceeded each month over the past year.

Provided backup in data security to ensure all customer, employee and

company related information is protected and risk mitigated.

Achieved efficiency by providing daily coaching to ensure productivity is maintained by use of daily

statistical reports.

Developed, produced and analyzed financial statements by region.

Managed, tracked and monitored financial updates, watch lists and insurance files.


Master of Arts: Finance, April 2018

University of Maryland University College - Adelphi, Maryland

Bachelor of Science Degree: Finance

Iona College - New Rochelle, New York

Associates Degree: Finance

Borough of Manhattan Community College - New York, New York


-New York City Council Citation for Community Service

-New York State Assembly Citation for Community Service

-New York City Police Department Certificate of Commendation

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