CAREER GOAL:
Strongly committed to acquit myself creditably in the real estate industry and related work; seeking a position in this industry to prove my abilities with opportunity of advancement.
PROFILE:
Independent, reliable, self-starter committed to excellence and quality in an environment conducive to intellectual growth and learning.
Sociable and bright personality who enjoys taking new challenges in team-oriented environment through excellent interpersonal skills.
Committed to creating cost effective solutions that meet employer requirements and customer expectations.
Ambition to take on challenges beyond geographical and cultural boundaries.
LICENSES / CERTIFICATIONS:
Passed the qualifying exam for California Real Estate Salesperson license.
Passed Certified Financial Planner (CFP) professional exam through Financial Planners Standards Council of Canada
Passed Canadian Securities Course (CSC) licensing exam (Score: 86%)
EDUCATION:
Bachelor of Applied Business Administration, Finance GPA: 3.88 (Honors Standing)
Northern Alberta Institute of Technology, Edmonton, Alberta 01/00 – Present
International Business
Effective Business Writing
Credit Management
Corporate Finance
Investments
Introductory Financial and Cost Accounting Business Ethics
Financial Selling Principles
Microcomputer Applications–Financial
Business Communications
Financial Planning
Banking Procedures
Advanced Level and Ordinary Level Certificates
University of London, UK 01/95 – 06/98
SKILL STRENGTHS:
FINANCE:
Prepare and analyze financial statements and budgets
Develop financial plans individually and with teams
Gather information from direct communication, bank records, income tax returns, and insurance records.
Identify and align financial goals to financial objectives
Plan taxes according to tax laws and regulations
Compare and recommend available financial products
Develop personal financial plans including:
• Plan and maintain personal investment portfolios and financial statements
• Prepare retirement plans by identifying the planning horizon, pension and investing vehicles
• Plan client’s estate through the knowledge of fundamentals, concepts and applications
Trained for banking procedures in simulated hands-on setting
COMPUTER:
Proficient in Microsoft Word, Excel, Power Point, Front Page, and basic knowledge of Access.
Worked with NaviPlan Financial Planning Software version 8.3.
Designed web pages for simulated advertising assignments.
TEAMWORK:
Worked effectively in team-work to meet deadlines and lead my peers to successful completion of assigned projects.
Resolved conflicts successfully in group environment to organize and maintain harmony among team-members.
Participated in fund-raising for Children’s Health Foundation, Alberta.
Involved in International Students Week at NAIT.
COMMUNICATION:
Demonstrated excellent customer service abilities as a Travel Associate.
Proficient in professional writing skills including analytical and research reports.
Gave formal presentations in various settings.
Ability of active listening and communication with people of all walks of life.
EXPERIENCE:
Worked full-time as Travel Associate at Discount Travel Warehouse, Edmonton. Gained customer service skills and experience in the related software. 07/03 - 10/03
Worked part-time at McNally Library, NAIT, Edmonton. 01/00 - 05/02
VOLUNTEER WORK:
Volunteered in fund raising for Children’s Health Foundation of Alberta.
Participated in International Students Week at Northern Alberta Institute of Technology, Edmonton.
REFERENCES:
Available on request