Financial Analyst North Carolina
Resume:
Grace H. Beard
Salisbury, NC 28144
E *******@*****.***
OBJECTIVE
I enjoy working in a positive environment, If you need someone with a sharp sense of humor while still being diplomatic, please review the following resume and let me know if you feel that I would be an asset to your business.
Along with an Associates Degree in accounting and a Bachelor’s Degree in Business Administration, I have seven years experience working for a local accounting firm during tax season. Together with very strong communication and presentation skills, I also have experience as a reporting financial analyst with First Union National Bank and as Controller of a small brick-manufacturing firm. I spent almost 15 years as an Investment Consultant with Vanguard Fiduciary Trust Company in their Charlotte, NC call center. I am very experienced at making my clients feel at ease when on the phone with me.
WORK EXPERIENCE
Dates Employed
Job Title Company
01/2007 to 2021 Investment Consultant Vanguard Fiduciary Trust 11/2003 - 2007 Registered Representative
MassMutual Financial Group
Salisbury/NC
I was a broker with an office in Salisbury, NC. My General Agent office was in Greensboro, NC.
I am Series 6 and 63 licensed and Life and Health in NC and SC and LTCi in the state of NC. I have also earned my CLTC (Certified Long Term Care). I target the Small to Medium Business Owner and the emerging Women Business Owner's market for their continuation through death, disability, or retirement and supplemental employee benefits. I am very experienced with both Qualified and Non-Qualified retirement planning. 3/2001 - 11/2003 Registered Representative
Principal Financial Group
Des Moines/Iowa
Detached Agent.
11/1999 - 11/2000 Controller
New London Brick Works
Gold Hill/North Carolina
Controller/Office Manager/Director of Human Resources Responsible for: Financial statements including operation, cash flow, production and sales projections, and unit costing; liaison between shipping and sales; Payroll for 16 employees; In-house sales and Customer Service. Presently developing web page and constructing the first Employee Handbook for New London Brick Works.
Attended Lorman Education Services seminar “Writing the Employee Handbook in North Carolina” August 30, 2000.
New London Brick manufactures handmade brick with sales of $2 million annually and is at the completion of a $9 million expansion with projected sales of $5.8 million by the end of 2001.
10/1998 - 3/1999 Reporting Analyst
First Union Corporation
Charlotte/North Carolina
QAR (Quality Assurance Report), BPIP (Business Performance Improvement Process) - Responsible for this monthly process by extracting data from QAR, Unit Cost, and the SVC Expense Report. Performance Book - This book is a tool used by senior management to see how aggregate Servicenter business results are improving year to year in key areas. ad hoc reporting including:
“The Next Step to Modernizing the Factory,” and “Achieving World Class Operations - ‘99 Budget Review.”
Administrative Assistant to SVP-General Services, and VP-Coordinator of First Union Payments Council.
May 1998- October 1999
3/1997 - 5/1998 Administrative Assistant to the
Director of Catawba Conferences
Catawba College
Salisbury/North Carolina
Responsible for scheduling events on campus including internal campus activities and external sources for bookings. Created database for CEO Software’s “Scheduler Plus” used for bookings.
EDUCATION
Dates Attended School Degree Location
1995-1998 Catawba College Bachelor's Degree Salisbury, NC 1970-1972
University of South
Carolina
Associate’s Degree Columbia, SC
AFFILIATIONS
Dates Affiliated Organization Role
Member
9/2000 - Present NASD Member
ADDITIONAL INFO
PUBLICATIONS AND RECOGNITION
Premier Club 2002-Principal Financial Group
News Sales Associate of the Year 2002 NC Central - Principal Financial Group The Hospice Management Newsletter, November, 1997
Dean’s List, Catawba College
Cum Laude Graduate, Catawba College
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