Customer Service Insurance Agent

Charlie Rodriguez *** E *** St Apt *E Cell:

347-***-****

Bronx, NY 10453 Email:

***********@*****.***

LinkedIn:

linkedin.com/in/charlie100/

Education:

Fordham University, Bachelors Degree in Finance, NYC, May 2009 GPA 3.0

CMT Chartered Market Technician (Financial Market Technical Analyst)

Level II candidate

Expected completion date: Oct. 2014

Professional Certifications:

. Certification in Trading Strategies and Market Analysis, The New

School, NYC

. Certified in Bloomberg Professional Service (Equities & Fixed Income)

. Life, Accident & Health Licensed Agent

Professional Experience:

Bond Street Group (IRS VITA Foodbank) New York, NY Jan. 2012 -

March 2014

Tax Preparer Supervisor: Gladys Rodriguez T: 212-***-****

. Responsible for quality review of tax returns prepared at the office,

Completed quota amount of a dozen client tax returns per day while

providing excellent customer service.

. Enrolled clients in government sponsored bank accounts called SAVE USA

to help promote positive savings habits.

Aegis Global New York, NY

July 2011 - Dec 2013

Health Insurance Agent Supervisor: Shaniqua Cox T:

212-***-****

. Successfully enrolled a target amount of 5 individuals per day into

the appropriate health and prescription drug plans that best met their

needs.

Aflac Forest Hills, NY

Aug 2009 - Jan 2010

Health Insurance Agent (Intern) Supervisor: J.P. T:

718-***-****

. Licensed and trained to sell Life, Accident and Health policies.

. Met with clients and businesses and sold them insurance policies that

best met their needs

First Investors Corporation New York, NY

July 2009 - Oct 2009

Financial Services Intern Supervisor: James D'Ambrosio T:

212-***-****

. Worked with financial advisors in helping them manage their client's

investment accounts.

Fordham University Bronx, NY Sep 2004

- May 2008

Library Services/Tutor Supervisor: John D'Angelo T: 718-***-****

. Responsible for ordering books between different Fordham campus

libraries.

. Tutored high school students in English and Math for Fordham's TRIO

program.

Organizations:

MTA: Market Technician Association (MTA objective is to provide

education and guidance in the field of Technical Analysis; and to

promote high ethical and professional conduct).

Strengths:

. Microsoft Excel, Word, Powerpoint, and Access.

. Knowledgeable in using trading platforms: Bloomberg Terminal, Light

Speed and DAS

. Bass Guitarist

. Languages: English (fluent), Spanish (proficient)

Contact this candidate