Oksana Panahi www.linkedin.com/pub/oksana-panahi

Marlborough, MA 01752

acymz0@r.postjobfree.com

508-***-****

Objective: Client Services/ Sales Support

Summary of Skills

? Professional working experience in accounting, banking, finance, and sales

? Working knowledge of MS Office platform, (Conscious Competence w/Excel)

? SalesForce; ClientLink, LotusNotes; Solutions

? Passion for using data to drive decision making

? Ability to learn new applications quickly

? Good telephone presence and professionalism

? Able to multi-task and juggle priorities

? End-to-end management to complete a service

? Ability to interlock with all levels of organization

Professional Experience

Financial Professional (04/2015- 12/2016) Marlboro, MA

Prudential Advisors (Prudential Insurance Company of America)

? Understand and adhere to state & federal regulations, and to company policies

? Field and route client-related communications

? Provide high-level individualized customer service to clients ?

? Prepare and present marketing/sales presentations describing investment & insurance products

? Critically review business processes; be proactive in anticipating needs

? Maintain operational excellence and superior customer service by accurately and efficiently processing of contract transactions and by timely feedback

Education

Bachelor of Arts in Liberal Arts, Social Studies, History

Pskov State University

Post-Baccalaureate Courses:

Framingham State University

Financial Statement Reporting & Analysis

Statistical Analysis for Managers Leadership,

Teamwork & Organization

Licensed in Life & Health Insurance and Series 6 & 63

Additional Skills & Experience

General knowledge of GAAP

Payroll; Credit Card Industry experience; Office Management

Additional Activities

Translator/Interpreter (Per Diem)

Asst. Treasurer of Boston Estonian Society

Bicycles Battling Cancer (American Cancer Society)

National Association of Professional Women

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