Adeel Shams
** ********* ***** ********, *** Jersey 08873 732-***-**** *******@*****.***
EDUCATION:
Kean University – Union, NJ
Bachelor’s of Science – Finance
GPA 3.84 – Dean’s List (Honors Listed Below) (Magna Cum Laude)
Key Coursework: International Finance, Investments, Derivatives, Corporate Finance, Economics, Accounting
Raritan Valley Community College Branchburg, NJ
Associate of Science- Business Administration
GPA 4.0 – Dean’s List, President’s List (Honors Listed Below) (Summa Cum Laude)
*Currently preparing for Chartered Financial Consultant designation
WORK EXPERIENCE:
January 2023 – May 2023
Financial Advisor – New York Life
Sells life insurance, annuities, disability, long-term care, health insurance to clients.
August 2020 – January 2023
Front Desk – Extended Stay America
Checks in and checks out customers. Handles laundrymen. Maintains guest satisfaction.
March 2023 Math Tutor – Mathnasium Edison
Checked in and tutored math students.
February 2020- August 2020
Branch Banker – PNC Bank, Watchung, New Jersey
Properly identifies and applies the principles of basic deposits, withdrawals, and payments from customers on the teller line
Creates customer loyalty by performing lobby engagement activities to connect with customers and position PNC products like checking, savings accounts, loans, and credit cards to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools, and resources.
Applies product and procedural knowledge to identify and solve customer problems efficiently.
2011-Current Real Estate Financial Analyst - C.B. Realty Holdings, Somerset, New Jersey
Assisted in buying and selling over 1 million dollars of single and multi-family properties in the Central/North Jersey area. Great relationship building, problem solving, communication skills
Developed a system for ongoing leads through various marketing tactics targeting distressed homeowners specializing in foreclosure acquisitions and short sales.
Experienced in buying through sheriff, tax sale foreclosures, and negotiating directly with sellers. Strong cold calling, follow-up, lead generation, evaluation, and negotiation skills.
Handled and prepared financial statements like the general ledger and income statement in order to especially record the revenue, expenses (business and personal), and gross profit for real estate property transaction
Manage all accounting transactions.
Prepare budget forecasts.
Publish financial statements in time.
Reconcile accounts payable and receivable.
2011 Accountant – Osaka Shipping International
Handling Inventory on shipment, oversees all the activities in an organization related to ordering, receiving, storing and distributing materials, and merchandise
Organized the material in the warehouse
Putting the information in excel database
Manual truck lifting experience
Receiving the shipment of raw material, physical inspection of raw material in pre-way and release of raw material pre-way prior to compounding department use
Entering the data of raw material and put raw material into the warehouse
Implementation of daily housekeeping and cleanness of pre-way
Raw material storage
Sanitize and compounding the area
Assign lot numbers to batches and record/maintain log book
2003-2005 Front End/Store Coordinator- Wegmans
Coordinated the front end of the Wegmans grocery store.
Directed customers on the whereabouts of different items in the store.
SKILLS, QUALIFICATIONS, & ACHIEVEMENTS:
AP student, Top 10 % of HS class, HS Perfect Attendance Award (4 yrs), NHS Member
JFK Hospital Volunteer- 300 Hour Service Award, High School Varsity Tennis
Proficient in Microsoft Office Suite with both PC and Mac Platforms/Word/Powerpoint/Excel
Completed 2 writing and communication classes at Harvard University
Trilingual: Fluent in English, Hindi & Urdu.
Kean University Foundation Scholarship Recipient / Class of 1950 Scholarship Recipient
Alpha Beta Gamma Business Honor Society Member (Community College)
Phi Theta Kappa Academic Honor Society Member (Community College)
Phi Kappa Phi (National) Honor Society Member (Kean University Chapter)
Dean’s List (Kean University and Community College) / President’s List (Community College)
Strong interpersonal skills. Excellent communication skills/verbal-written/self starter with ability to work independently, meet deadlines/multi tasking with positive
Good judgement with ability to make timely and sound decision
Team Player and able to build and maintain relationships both internal and external
Physical Requirements:
Must have good manual dexterity and mechanical skills.
Physical: able to lift more than 50 pounds.