Marketing Life Insurance
Resume:
Jason Bartscher
Kitchener, ON N2M 3Y5
Telephone : 519-***-****
Email : ************@*****.***
Profile
I am a motivated and hardworking professional who has dedicated
myself to lifelong learning. This can be demonstrated by my
academic achievements as well as my goal of completing the CFA
program in the next 3 years. I am seeking a career that will
provide a challenge and allow me to use my analytical,
quantitative, and problem-solving skills. I work well in a team
or independently and thrive under pressure.
Key Accomplishments
Increased company revenue by 30% through the acquisition of new
accounts.
Demonstrated the ability to reduce our cost structure by 19-23%
Through analysis and recommendations, held a 95% corporate
compliance rate among branches.
Completed analysis of mass block trades to ensure a smooth
transition during the merger of Addenda Capital Inc. and The Co-
operators investment division.
Compiled and presented data necessary to acquire Provincial
Accreditation.
Skills and Capabilities
Able to apply quantitative methods to interpret raw data and
establish a relationship.
Proficient in determining the cost of capital and project
selection.
Experienced in the use of pricing models including CAPM and
various discount models.
Efficiently perform market research and competitive analysis.
Skilled in the development and execution of marketing plans and
strategies.
Able to efficiently analyze and interpret financial statements
including: Balance Sheets, Income Statements, Statement of
Retained Earnings, and Cash Flow Statements.
Familiar with compliance related to the Federal and Provincial
rules and regulations of the financial industry.
Experienced in the following software: Microsoft Office,
Ingenium, Simply Accounting, Thompson One and Bloomberg.
Efficiently perform office tasks and effectively interact using
excellent written and oral communication skills.
Education
2013-present CFA Institute
Toronto, ON
*Level 1 Candidate
2011-2011 Canadian Securities Institute
Toronto, ON
*Completed the CSC and CPH courses
2006-2011 Athabasca University
Athabasca, AB
Bachelor of Administration - Management
Concentration
2005-2005 Canadian Association of Insurance and Financial
Advisors Toronto, ON
*Completed the Life License Qualification
Program (LLQP).
*Updated in 2010.
2000-2003 Fanshawe College
London, ON
Business Insurance Program/Financial Services
Program
*Fast-tracked 2 programs simultaneously.
Professional Experience
2013-2014 Greenwin Inc.
Waterloo, ON
Leasing Specialist (K-W Region)
-Responsible for the leasing of suites with
qualified tenants.
-Develop and manage print and e-marketing
campaigns to build awareness.
-Work with Senior Management to ensure assets
are available for market.
-Perform thorough reference checks and ensure
credit checks are completed.
-Maintain all tenant information in accordance
with privacy regulations.
2011-2013 Zehr Transport Ltd.
Ingersoll, ON
2000-2004* Business Development Specialist
-Through research and market analysis,
determine our ideal target market.
-Analysis of cost structures to determine our
offering price and sustainable margins.
-Develop, manage and monitor marketing and e-
marketing plans to build awareness and increase business.
-Maintain our client base through ongoing
customer-service and strive towards process improvements.
-Various duties during summer employment while
in school.
2010-2011 Forest Grove Care Centre
Calgary, AB
Auditor (Contract)
-Conduct internal audit for all union and non-
union employees.
-Compile and analyze all available data, noting
any discrepancies.
-Determine any amounts owing to employees or
Forest Grove Care Centre.
-Employed on a contract basis for the purpose
of conducting audit.
2008-2010 Addenda Capital Inc,
Guelph, ON
Securities Administrator
-Analyze daily equity, fixed income and money
market trades to ensure they are in good order.
-Instruct money managers on daily short-term
cash requirements.
-Advise money managers of any movements in Net
Asset Value.
-Reconcile Pooled Funds daily.
-Reconcile all assigned accounts monthly.
-Reconcile holdings of assigned accounts
monthly.
-Provide monthly financial statements to
clients.
2007-2008 London Life Insurance
London, ON
Audit Specialist (Contract)
-Compile branch data with the use of
questionnaires.
-Analyze and conduct branch market conduct
audits to ensure compliance with Anti-money
Laundering and Privacy Laws.
-Analyze Marketing material to ensure they are
compliant with corporate policies.
-Ensure advisors are following Federal and
Provincial legislation and regulations.
-Ensure legislative changes are implemented
accordingly.
-Work closely with senior management and the
legal department.
References available upon request
Contact this candidate