Microsoft Office Customer

Summary

A qualified financial professional with the knowledge and experience necessary to excel in the role of Financial Analyst. As a customer focused team player, I have successfully contributed towards departmental and team goals. With a passion for following through on commitments, process efficiency, and time management, I have demonstrated knowledge of investments, financial markets, and applied key principles appropriately to client’s investment needs.

Experience

E*TRADE Financial 2/2016-Present

As a Financial Services Representative, I effectively analyze customer requests and resolve their issue or direct them to the best course of action. Using Bloomberg, I am able to review stock trends and analyze the company’s performance at a high level. I review margin account balances to verify customer inquiries and assist with the customer’s education of their account’s management.

Education

Georgia State Honors College Graduated Dec 2015

Relevant Courses Include: Corporate Finance, Financial Analysis/Loan Structuring, Global Portfolio Management, Accounting I & II

Skills

Proficient in Microsoft Office Suite with an emphasis on Excel:

VLOOKUP

PIVOT Tables

Goal-Seeker

Solver

Monte Carlo simulations

Bootstrapping

Bloomberg

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