Customer Service Management

Louis Intorre – 551-***-**** – *.*******@*******.***– 201 Webb Ave River Edge, NJ,

Education:

Montclair State University, New Jersey

M.B.A: Finance& Accounting (Current) (GPA: 3.86)

Rutgers University, New Brunswick, New Jersey

B.A: Information Technology & Informatics – Minor: Psychology

Professional Work Experience:

Finance Internship: Morgan Stanley Wealth Management May 2014-Nov 2014

● Design and maintain financial valuation models to forecast future values of alternative investments based on a

variety of factors.

● Research and analyze company financials along with current events in order to make investment recommendations

● Assist clients with the navigation of a wide array of Morgan Stanley online services.

● Create earnings reports that track outcomes of investments and calculated commissions earned.

● Analyzed spending on clients compared to their assets under management, calculated where money was best spent

● Financial planning and forecasting of clients assets for retirement and other goals

● Produce quarterly analysis (P&L reports) used by senior advisors for earnings call

● Calculated differences in commission based on “what if analysis”

● Identify where savings could have been made and/or commissions increased

● Implemented Excel Spreadsheet optimization using VBA Macros

● Provided analytical portfolio analysis and displayed data in PowerPoint and Excel graphs

Information Technology Services Support Technician: Rutgers University April 2012 –January 2014

● Responsible for providing first-line technical support of hardware, systems, and/or applications for Rutgers

employees

● Aided and supported the faculty of Rutgers University in all of their computer and technical related issues.

● Effectively worked as part of a team to collaborate on complex technical concerns.

● Effectively deployed Windows 7 and upgraded internal components to 900+ computers

● Incorporated the most effective up-to-date problem solving techniques.

● Delivered excellent customer service to all our clients via telephone, Email, and on site visits.

Corresponding Secretary: Phi Kappa Psi Fraternity April 2012-January 2014

● Elected one-year executive board officer.

● Accountable for all executive incoming and outgoing communication, and ensuring timely correspondence.

● Responsible for the creation and organization of all documents digital and physical.

● Managed 15 committee leaders in successfully achieving high standards and awards from Rutgers University, in the

areas of organizational administration, financial management, risk mitigation, recruitment, academic success, and

philanthropic activity.

Webmaster: RUphipsi.com April 2012- January 2014

● Maintain and constantly updatedRUphipsi.com.

● Improved the initial site by adding additional webpages, colors, pictures, ect.

● Ensure 24/7 connectivity and availability to the website.

Managers Assistant: Shoprite May 2008 - January 2012

● Worked closely with the store managers in ensuring the efficient management of the supermarket.

● Confirmed upper management’s tasks were completed.

● Ensured shelves were stocked and advised when orders should be performed for new products.

● Summer Internship: Merrill Lynch

May 2008 – August 2008

● Worked closely a senior financial manager

● Obtained valuable experience in financial management and various investment products.

● Created financial Excel spreadsheets and power point presentations.

● Obtained valuable experience in financial management and several investment products.

Awards & Honors:

1. 2.

Comptia A+ Certification: Hardware and Help Desk Dean’s List 2013-2014

4. Gamma Sigma Alpha – National Greek Honor

3. Tau Sigma- School of Arts and Science National Honor

Extracurricular Activities:

2. Phi Kappa Psi Fraternity- New Member Educator

1. LIBOR- Investment Banking Club Member

3. Volunteer Experiences (Relay for life, Turkey 4. Phi Kappa Psi Fraternity- Corresponding Secretary

Technical Skills:

Proficiency: MS Office Suite- Excel (VLookup, Pivot Tables,) Word, Access, Outlook, Visio, and PowerPoint

Knowledge Of: VBA, SQL, Java, Python, HTML, and CSS

Experience with Financial Management applications

Personal Skills:

Excellent Organization, Writing and Verbal Communication skills, Deep Understanding of Computers & Technology, Strong Analytical and

Problem Solving Abilities, Organizational Skills, Fast Learner, Great Teacher.

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