Financial Analyst Vice President

Summary

Highlights

Accomplishments

Experience

BERNIE ORINA

***** ******* ****, *** *******, CA 94577 C: 510-***-**** ***********@*****.*** Senior Vice President

Primerica, Inc

* ********* *******

Duluth, CA 30099

Skilled financial professional with 10 years of financial services industry and 5 years of practical management experience. Expertly creates customized financial strategies to meet client needs. Talented Financial Analyst who develops and grows profitability within large and complex client relationships. Advises and consults clients to maximize their service usage and investment opportunities. Financial planning expert excelling at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly-competitive environment in which leadership skills are the key to success.

Customer-oriented

Employee relations

Negotiations expert

Leadership/communication skills

Market research and analysis

Staff Development:

Launched well-received program of professional development courses for all staff. Mentored and coached employees resulting in a 12% increase in productivity. Operations Management:

Managed [operation].

Handled all functions related to [program].

Project Management:

Initiated referral program which resulted in [positive outcome]. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Implemented financial planning recommendations.

Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading. Created strategies to develop and expand existing customer sales, which resulted in a 20% increase in annual sales.

Education

Chabot College

Sales and Account Management Training

Completed training: Professional Prospecting Skills, Selling Skills and Techniques, Consultative Selling

Contact this candidate