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BBA, Stock & bond trading, creating and advising companies, govt.

Location:
Ashland, KY
Salary:
46000
Posted:
September 14, 2022

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Resume:

Jeremy McKenzie Ashland, Ky. *****

******.**********@*****.***

606-***-****

Possess finance degree with 36months experience implementation and support of proprietary financial software, packaged with innate understanding of the importance of client education in building trust and confidence in my company. In addition 26 months financial sales experience in both public and private sectors of the financial services sector, coupled with market savvy and strong data analysis and data interpretation skills.

SUMMARY OF QUALIFICATIONS

• 12 months of implementation experience for Company selling financial software to banks, non-profits, credit unions, and payment processing centers.

• Skilled in quality control of software and equipment before it arrives at client site and controlling specifications once in production.

• Possess a BBA in Finance

• Possess a strong understanding of software and database integration )sql+

• Can meet deadlines under extreme pressure as most installations I completed where to be approved by the Federal Treasury.

• Very comfortable with teaching people at many different levels of understanding, to utilize software in every way it was intended.

EDUCATION AND TRAINING

BBA-FINANCE Spring 2002

Morehead State University Morehead, KY

3.3 GPA ● Summa Cum Laude

SELECTED PROFESSIONAL ACCOMPLISHMENTS

• Developed a series of .txt documents for client PC’s to allow personnel to take a step-by-step approach to troubleshooting before calling my company’s helpdesk.

• Volunteered to assist support team to reduce call volume at peak times and encouraged other implementation consultants to lend a hand as well.

• Successfully attained Series 7 and 63.

• Regularly identified School districts needing municipal bond refinancing by running amortization tables at current rates to aachieve savings for tightening school budgets.

• Created own SQL dictionary with the purpose of having consultants run own database scripts to alleviate DBA workload.

• Accrued $3.4 million in client assets in first year as a Financial Consultant, while completing AAMS (accredited asset management specialist) designation and earning both Life and Health insurance licenses within KY, OH, and WV.



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