Customer Service Sales, Finance Associate, Operations, Accounting

JOHN B. WALKER, JR.

** ********* *****, ***. * Greenwich, Connecticut 06830

203-***-**** ***************@*****.***

914-***-**** - Cell

ENTRY LEVEL FINANCIAL ADVISOR

Enthusiastic professional seeking to apply excellent financial, sales, and customer service skills to help individuals and institutions effectively plan for their financial futures in a challenging new full-time consultative sales role returning to the business / financial sector, preferably on “Wall Street”.

Master new areas in minimal time, quickly learning complex new concepts, technologies, and techniques.

Build outstanding rapports with people on all levels, providing superior support and hands-on assistance.

Manage high-volume of needs and demands with ease, strategically prioritizing and executing tasks.

Build loyal customer and referral bases, going above and beyond to meet all goals and expectations.

Customer Service Relationship Building Sales Financial Management Administrative Assistance

Self-Study Teamwork Time Management Organization Interpersonal Communication

NOTE: Maintenance Associate, RESTORATION HARDWARE (2008 – 2009). ***Searching for entry-level work in line with financial professional interests following layoffs in 2009. Details available upon request.

BANANA REPUBLIC, Greenwich, Connecticut 2006 – 2008

Stock & Maintenance Associate

Received and organized shipments of new clothing in stock room. Built merchandising displays on sales floor. (Store closed in 2008).

Received multiple formal recognitions for diligence and hard work.

Volunteered to help mitigate short staffing issues, providing maintenance and customer service support.

PATHWAYS, INC., Greenwich, Connecticut 2005 – 2007 / 2013 - Present

Mail Services Clerk / Finance Associate

Collated, prepared, and placed postage on mail for non-profit companies.

Recognized consistently for timely and accurate performance.

Supported a variety of administrative functions as needed.

*** CURRENTLY WORKING FOR PATHWAYS, INC. AS A FINANCE ASSOCIATE IN ITS OPERATIONS DIVISION, AS OF APRIL 18, 2015.

GREENWICH HOSPITAL, Greenwich, Connecticut 1998-2005

Health Information Management Clerk

Volunteered to support back-office operations; included administrative duties such as filing, scanning and indexing medical records.

D.F. KING & CO., INC., New York, New York 1997

Information Agent

Served as a Proxy Solicitor contacting shareholders to obtain votes on proposals which were brought forth at annual shareholder meetings of major corporations and investment companies.

Cultivated invaluable insight into and experience with being in a financial working-environment.

FERRIS, BAKER WATTS, INC., Member New York Stock Exchange and S.I.P.C., Baltimore, Maryland 1997

Research Associate for Equities in Market Making

Focused on NASDAQ Stocks in coordination with broker; included preparing and managing paperwork.

Researched and compiled information on a variety of stocks.

NATIONSBANK, Baltimore, Maryland 1994 – 1995

Bank Teller & Customer Service Representative

Performed general bank teller duties.

Participated actively in sales and marketing including customer referrals to personal bankers and financial advisors, and providing recommendations on additional financial products and services deemed as appropriate for the customer.

EDUCATION & TECHNICAL SKILLS

Business Administration, Towson University, Towson, Maryland

Compiled a cumulative 3.3 Grade Point Average while attending Towson University

68 College Credits completed

MS Word Outlook WordPerfect Macintosh Applications (Various)

Training in Microsoft Excel and QuickBooks software packages

Resume

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