Financial

Kevin Burnett

Sacramento, CA *****

******@*****.*** 917-***-****

Investment Banking Specialist

Versatile, growth-focused professional leveraging extensive expertise providing operational oversight, and efficiently directing and coordinating multiple investment portfolios within the financial investment market. Repeated success introducing vital investment strategies, researching financial markets, determining market situations, identifying solid investment opportunities and providing clients with sound financial advice.

Personable leader, collaborator and strategic-thinker displaying unique management style, in-depth analytical and problem-solving abilities, solid business and financial acumen, technical savvy, and proactive, meticulous work ethic. Highly effective at initiating optimization and aligning with organizational goals, value and vision, and hiring, engaging with, training and challenging teams to excel. Strengthen market-share and organic revenue growth and profitability and position business for success through relationship retention and global business expansion.

Core Competencies

Operational Oversight Leadership

Financial Investment Trading

Risk Assessment

Health & Life Insurance

Strategic Business Planning

Research Analysis Reports

Process Improvements

Performance Monitoring

Database Management

Recruiting Training

Operations Management

Business Relations

Career Experience

Primerica Financial Services, Sacramento, CA

Division Leader, 5/2016 - Present

Provide operational oversight including full service sales and marketing support, and direct and motivate team members to surpass goals and expectations of both the firm and client while continually ensuring compliance.

Created high performing environments and positioned entry-level personnel to deliver results by driving recruiting and training efforts and ensuring new hires gained thorough understanding of licensing process.

Expanded territory and increased client base by serving as an Independent life insurance agent and capably marketing term insurance effectively conducting face-to-face and online interviews with potential clients, delivering informative presentations, accurately upholding all documentation, and negotiating and securing profit-generating client contracts that aligned with client needs.

Maximized efficiency by serving as key point of contact for all inquiries and swiftly attending to, and resolving issues, implementing solutions, and constantly providing top-notch service.

H&R Block Inc., Sacramento, CA

Office Manager, 11/2015 – 5/2016

Directed and orchestrated multi-faceted office operations and efficiently oversaw human resources functions successfully hiring, supervising and training team of 20 tax professionals.

Persistently accomplished monetary 15-week seasonal target of over $500,000 by challenging team to complete over 2000 returns and surpass targets within deadlines.

Reinforced client retention and considerably improved new client growth by capably driving business to business marketing efforts, investigating markets and trends, identifying new business opportunities and acquiring new client contracts.

Raised customer service and satisfaction by regularly assessing metrics to ensure workforce consistently strove for customer excellence and delivered stellar service at all times.

Amplified the sustainability of the organization by devising and introducing vital office-level growth plans including securing local partnerships, overseeing office community involvement, and modeling, coaching and executing new client growth initiatives.

Accurately completed and filed clear and concise tax returns and remained up-to-date on tax developments, resources and products, which in turn further enhanced the firm’s tax position.

Banker’s Life, Roseville, CA

Life and Health Insurance Sales Agent, 6/2015 – 10/2015

Marketed and promoted the organization’s life and health insurance products and provided clients with expert assistance and guidance in selecting appropriate policies to cover costs of medical care including Short/Long-Term Care, Medicare Supplements, and Life/Health annuities.

Strengthened policyholder retention rate and elevated repeat business by overseeing and coordinating policy renewals, and efficiently implementing updates, additions and amendments as needed.

H&R Block Inc., Sacramento, CA

Office Manager, 9/2014 – 5/2015

Drove daily operations of personnel and challenged workforce to achieve the goals and vision of the organization and adhere to protocols and criteria.

Defined how growth and monetary goals would be achieved by developing an extensive business plan.

Extended client base by fostering and forging solid relationship with local Chamber of Commerce.

Reflected the changing demographics of the area by recruiting and hiring appropriate tax professionals.

Blackwall Capital Markets, New York, NY

Stock Broker, 7/2012 – 1/2013

Oversaw and controlled client’s financial portfolio and advised local and international clients on purchase or sale of specific securities to ensure the best return on monies invested. Gathered data, analyzed trends of equity securities and monitored daily profits and losses within equities markets. Completed and submitted sales order tickets, ensured all securities transactions accurate and complied with governing agency regulations, and relayed buy and sell orders to securities exchanges and the trading department.

Cultivated a solid international client base by identifying prospective clients through advertising campaigns, mailing lists and network contacts, determining clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives, formulating financial plans that aligned with clients’ financial status, selecting policies to suit client needs and ensuring clients remained up to date on positions.

Improved opportunities of potential investments for clients by monitoring trends affecting market conditions, and frequently reviewing financial periodicals, stock and bond reports, business publications, and various related materials.

JPMorgan Bear Stearns & Co. Inc., New York, NY

Associate Director - Allocations, 7/1996 – 3/2009

Coordinated and drove team operations of seven personnel accountable for the precise allocation of mortgage back securities positions according to traders’ specifications.

Mitigated and reduced risk by assessing and approving daily risk reports including P&L and exceptions profiles, and overseeing all MEGA, GIANT and PLATINUM deals.

Optimized the functionality of systems by providing the IT Group with valuable input on system enhancements, automation and new compliance policies.

Further developed and advanced CMO deals and initiatives by consulting with CMO trade desk to determine and develop innovative strategies and plans.

Additional Experience

Vice President Bear Stearns & Co.

Allocation Associate Bear Stearns & Co.

Education and Credentials

Associates Degree Major: Business Administration (Incomplete)

Borough of Manhattan Community College

Licensure

Licensed Insurance Agent (OK35973) - California

Series 7, Series 63 License

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