Anaylst

l issa LoCoco

**** ******* **. *** *** San Antonio, TX 78240

409-***-**** (cell) ***********@*****.***

PROF I L E : A f inancial professional with a MBA (emphasis in corporate finance) and 5

years of investment experience at Scottrade, Inc. Accumulated assets for the fi rm,

developed client relationships, maintained client accounts, and taught client education

seminars. Gained experience in financial modeling and analysis, business valuations, and

team leadership during graduate education. Personable, very detail-oriented, and self-

motivated. Excels individually and in team scenarios.

PROFESSIONAL GOALS : To utilize my work experience and corporate finance

k nowledge as a business analyst in a productive and challenging environment.

06/2010 – 01/2015 Scottrade, Allen, TX

Stockbroker / Investment Consultant

• Gathered assets and executed t rades

• Managed and developed customer relationships

• Provided solutions for client’s financial needs

• Educated clients on investing (e.g., stocks, bonds,

m utual funds, ETFs, options, technical analysis and

margin)

04/2009 – 05/2010 Scottrade, I rving, TX

Stockbroker Intern

• Provided customer service

• Opened brokerage accounts

• Assisted brokers to maximize efficiency in the office

06/2009 – 08/2009 Life I nsurance Company of the Southwest, Dallas, TX

Intern, 403b Department

• Assisted Team Leader with daily projects

• Prepared legal documents for legal counsel

• Communicated with agents to validate pending

paperwork

09/2006 – 05/2009 University of Dallas, I rving, TX

Student Employee, Office of the Registrar

08/2011 – 07/2013 University of Dallas, I rving, TX

Master of Business Administration, emphasis in Corporate

F inance

GPA: 4.0

08/2006 – 05/2010 University of Dallas, I rving, TX

Bachelor of Arts, Economics and Finance

GPA: 3.26

SELECTED ACCOMPL IS H M E N TS & ACT IV I T I ES

MBA Capstone Project Leader Study Abroad – Rome, I taly

Beta Gamma Sigma Member Dean’s L ist 2008-2010

Sigma Iota Epsilon Member Honor Roll 2007-2008

Advanced Broker Training

Investment Consultant

Leadership Program

PROFESSIONAL L ICE NSES

09/2010 Series 7

10/2010 Series 63

TEC H NO LOGY SNAPSHOT

Microsoft Office: Word PowerPoint Excel Project L ive Workspace

MS Access Scenario Analysis Financial Modeling CRM System Crystal Ball Analytics

Software

Work Flow System: Tablerock Pinnacle SharePoint

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