Registered Financial Representative
Resume:
Mikal Moore
New Rochelle, NY 10805
***********@*****.***
TECHNICAL SKILLS
● Microsoft Office
● Microsoft Excel VBA
● SQL Server 2005
● C#
● NET 2.0
EXPERIENCE
CUNY Research Foundation Brooklyn, NY 04/15 Present Learning Specialist
● Instructor for a remedial math course.
● Tutors students in all College Math Subjects.
● Prepares and grades Homework and quizzes.
New York Life Insurance Company New York, NY 05/10 – 03/15 Financial Services Representative
● Provided risk management and estate planning solutions to families.
● Conducted seminars for employees of different institutions.
● Prepared financial planning portfolio’s for clients.
● Hosted Networking events.
● Created sales plan for each client, paying close attention to details while promoting an array of services from mutual funds and annuities.
● Developed and maintained an in depth knowledge of products and services as well as knowledge of competitor and competitive products.
● Continually expanded referral network through contact with various internal and external partners.
● Proactively increased client base through participating in leads and networking groups, business development, activities, and leveraging client referrals. St. John’s University GEAR UP Queens, NY 10/07 – 04/10 Educational Mentor/Tutor
● Prepared and facilitated lessons once a week.
● Provided ongoing teacher training and professional development.
● Provided information to students and parents about college options, required courses and financial aid.
● Tutored students in PSAT, SAT, and Regents Examinations.
● Provided support to students through mentoring, counseling and tutoring.
● Promoted strategies and activities for increased parent involvement.
● Assisted and coordinated events.
Brooklyn Public Library Brooklyn, NY 02/05 – 07/07 Teen/Youth Counselor
● Organized events for teens.
● Tutored teenagers with upcoming SAT and Regents examinations.
● Created various spreadsheets for tracking purposes.
● Created and posted schedules of all employees.
● Was responsible for going throughout the community to promote awareness of company’s program
● Maintained and updated the computer database.
EDUCATION & LICENSES
St. John’s University, Q ueens, NY, 05/09
Bachelor of Science, M ajor: M athematics, M inor: C omputer Science Designations:
FINRA Series 6 and 63
FINRA Broker/Agent: Life and Health
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