Data Entry Management

Patrick Chojnacki

Seeking a job in Finance

Brooklyn, NY

*********.*******@*****.*** - 347-***-****

Work that interests me: The world of Finance and Management

Objective: To use my blend of skills and background in Investment Banks/Banking, Financial Firms, Law Firms

WORK EXPERIENCE

Paralegal

The Platta Law Firm - New York, NY - February 2014 to Present

(Home, premises, work, and auto accidents, workers' compensation)

• Intakes with new clients (translated from Polish to English when needed); analysis and consultation; located/

interviewed witnesses, took pictures of accident scenes

• Coordinated with insurance adjusters, medical staffs, and other outside vendors to settle bill disputes, liens,

and set up appointments for clients

• Maintained customer relationships (during and after case/project) and managed customer database on MS-

Excel

• Drafted/prepared basic legal letters/memos and mailed them out; scheduled meetings, IME's, depositions

using Outlook calendar; confirmation calls

• Referred new cases/projects to other law firms (medical malpractice, divorce, immigration)

• Performed basic legal research (online & out of office) & analysis from Westlaw, eLaw, eCourts, and public

records

Promoter (Las Vegas, NV based event-planning company)

MySinCityLV - Brooklyn, NY - March 2011 to February 2015

• Introduced services to interested/relevant clients/groups; maintained client contact throughout client’s trip

• Marketed company through social media and other websites

• Brainstormed new ideas directly with company President to broaden market

Volunteer; Major Gifts Assistant

Salvation Army, Major Gifts Greater New York Division - New York, NY - June 2012 to July 2012

• Wrote major donor acknowledgements and pledge follow up letters; coordinated lists for Stewardship and

Informational mailings; worked directly with 2 Community and Donor Relations Directors and Director of

Volunteers

• Actively participated in Special Events: researched and contacted venues; created invitation lists

• Administrative office responsibilities; Data Entry

Licensed Life, Accident, & Health Insurance Agent

Aflac, Inc - New York, NY - December 2010 to March 2011

• Trained directly by the District and Regional Sales Coordinator; attended and participated in weekly meetings

• Engaged in phone conversations with potential clients; introduced them to Aflac services and opened new

accounts

• Traveled to client’s place of business to provide more information regarding their interest

• Marketed the services; opened accounts to sign on new clients for both myself and District Sales Coordinator

Stockbroker Trainee

Avalon Partners, Inc - New York, NY - February 2010 to November 2010

• Worked directly with Senior Management/CEO to generate sales leads; trained by Vice President

• Responsible for identifying, pursuing, and qualifying high net worth clients, both domestic and international

• Cold called to attract new clients for Senior Partners, gauged interest and set up initial meeting with Financial/

Investment Advisors, CEO; searched online news resources (Bloomberg, Morningstar, MarketWatch, etc.);

performed market research on publicly traded companies

• Maintained client contact; assisted with general inquiries; improved investor relations

• Attended and participated in weekly meetings with Chief Market Strategist/Economist

• Administrative office responsibilities; Data Entry; Database Management-- re-organized the company's Excel

database program with more accurate customer data

Assistant

Family-Owned Painting Business - Brooklyn, NY - June 2005 to January 2010

• Managed supply list in order to have necessary materials for upcoming projects

• Purchased supplies ranging from $100-$300 at a time

• Prepared, arranged and set up supplies and workspace

• Administrative office responsibilities; Data Entry

EDUCATION

Bachelor of Business Administration in Finance (Major) with a Minor in Management

Pace University Lubin School of Business - New York, NY

2005 to 2009

SKILLS

• Proficient in Microsoft Office (Word, Excel, Access, PowerPoint, Outlook), Google Docs and Internet

Research • Proficient in time/calendar management tools (Google Calendar, Outlook, Apple Calendar) •

Familiar with Lotus Notes, DonorPerfect • Fluent in Polish language; basic Spanish • Completed course and

passed NY Real Estate Salesperson License Test at NY Real Estate Institute • Typing speed: 70 WPM

AWARDS

Dean’s List, Pforzheimer Honors College Graduate

May 2009

GPA: 3.20

CERTIFICATIONS

Microsoft Office Specialist: Excel 2010-- Microsoft Certified

October 2014 to Present

Candidate for the Claritas® Investment Certificate from CFA Institute

March 2015 to Present

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