Sign in

Customer Service Representative

Eau Claire, Wisconsin, United States
September 18, 2018

Contact this candidate


Stephen J. Tomczak


**** *** *** ******, ******, FL 32583

I am a self-motivated, dependable, and hard worker with a desire to make a difference and add value.



Finance, B.S.B.A., May 2018

Minor in Management

Kappa Sigma Fraternity (Sigma-Xi ’14)


Navy Federal Credit Union Pensacola, FL

Financial Member Services Representative September 2017–August 2018

oConsult members and prospective members the full range of products and services offered including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; lending products

oAid training to lower level team members

Jimmy Johns Eau Claire, WI

Regional Area Marketing Internship/Team Leader April 2015-August 2018

oPlanned and organized several marketing campaigns to local companies and worked as lead team member for rest of time with the company

Northwestern Mutual Pensacola, FL

Financial Service Representative Intern Spring 2017 Semester

oProvide financial advice and products to clients for both short and long-term goals to help them achieve financial security and create a lasting relationship

Chick-Fil-A Pensacola, FL

Hospitality Manager August 2012-April-2015

oTrain employees to ensure high customer satisfaction while stressing accuracy and speed


Project Cash Flow Estimation and Analysis (FIN4424 Problems in Corporate Finance)

oAnalyzed a company expansion proposal that included a profitability index, qualitative and quantitative analyst, sensitivity analysis, cost analysis, budget analysis, scenario analysis

oBalance Sheet and Income Statement analysis

Investment Portfolio Analysis (FIN3461 Financial Statement Analysis)

oCalculated the expected returns, variances, standard deviations, and betas of several companies and used the security market line equation and regression analysis

Security Portfolio Optimization (FIN4514 Security Analysis and Portfolio Management)

oAsses the risk and return on 25 securities using algebra matrix, correlation, and beta.

This model is currently being used by a financial company

Fund Optimization (FIN4514 Security Analysis and Portfolio Management)

oCreated a diversified portfolio of 25 index funds using a covariance matrix, shrinkage, and charts and graphs to show variable outcomes depending on risk levels


Excellent communication and leadership skills

Familiar with accounting and financial markets and regulations and using Quickbooks

Advanced knowledge of financial analytical processes with knowledge of finance and accounting practices, GAAP, and Microsoft Office

Strong ability to mentor and develop people

Extremely proficient in providing great customer service

Knowledgeable in financial reporting and analysis

Contact this candidate