Consultant/Advisory Associate

ALEXANDER HARRIS

Address: ***** ***** ******** **** ********* 1313, Stafford, Texas 77477

Home: 662-***-****

Mobile: 281-***-****

E-mail: **********@*****.***

FOCUS OF INTEREST: OIL & GAS INDUSTRY | BANKING & FINANCE / CONSULTING FIRM

QUALIFICATIONS SUMMARY

Customer-centric, dynamic, and versatile professional with valuable blend of customer service, administrative support, and leadership experience within the financial services, investment banking, and management industries combined with noticeable passion to be of service in an excellent manner. Express interest in pursuing a challenging yet rewarding career in a company that would employ competencies to perform effectively and productively within diverse work settings. Demonstrate organizational and time management skills, with the ability to work independently or as part of a team while accomplishing multiple tasks simultaneously. Perform quickly and efficiently in adapting to new tasks and situations;

core competencies include:

Strategic Marketing

Office Administration

Bank Procedures and Policies

Customer Service and Relations

Leadership and Team Building

Goal Setting and Motivation

Oral and Written Communication

Time Management

Technical Skills

Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, and Word), Intermediate Microsoft Access, and Windows/Mac OS with typing speed of 65-70 word per minute

PROFESSIONAL EXPERIENCE

WELLS FARGO BANK. SUGAR LAND, TX

Personal Banker Jul 2011–Present

Take full responsibility in gathering detailed reports to track progress based on a YTD, QTD, and MTD standard; attending meetings with upper management; and ensuring client relationship was secured by providing first-rate client service and responding to their needs in accordance with high level of company standard success rate. Identify and analyze customer needs in order to distinguish, address, and propose appropriate bank products and services to suit consumers’ and businesses’ needs.

- Provided strategic leadership and direction on day-to-day activities aiming to further enhance efficiency and surpass company standards.

- Established and maintained working relationships with local business owners based on their needs in coordination with small businesses.

- Consistently met and exceeded sales quota

- Facilitated sales quality measures to streamline funding accounts, submitting documents and resolving any issues surrounding the due diligence involved with products and services offered by the bank.

BOYS & GIRLS CLUB OF AMERICA, STARKVILLE, MS

Budget Analyst Jul 2009–Jul 2011

Spearheaded daily financial management and budgetary operations of the organization. Carried out various responsibilities, such as preparing cost estimates, reconciling and balancing accounts, collecting and depositing incoming funds, and endorsing checks and vouchers. Identified and prospected expenditures to ensure they were within budgetary variances. Created accurate operating and budget reports presenting findings to board of directors on monthly meetings. Forged business opportunities and partnerships to solicit funding from agencies. Prepared and recorded checks for accounts payable. Worked with office assistant in processing all expense requests and donations.

- Analyzed, developed, and submitted weekly, monthly, and annual reports with detailed information regarding the use of federal and private funds for the continued operation of the non-profit organization.

- Effectively managed several major fund raising events, including corporate golf tournament leading the committee centered all throughout planning the event.

- Collaborated with several members on the board of directors to reach out to corporations in solicitation for participation of this event.

- Played a lead role in developing annual operating budget of the organization of approximately $400K for two separate units serving under the Boys & Girls Club of America umbrella.

- Closely monitored reports, accountability, and transparency through use of several programs, such as Microsoft Excel, Microsoft Word, and QuickBooks accounting software.

- Conducted extensive budget analysis.

- Submitted proposals and presentations to several agencies, such as the United Way; supported the escalation of sales of over $250K for the ongoing success of the organization.

NEW YORK LIFE, JACKSON, MS

Financial Services Specialist Nov 2008–Jul 2009

- Initiated telephonic contact and maintained communication with clients to determine needs and develop clientele base.

- Coordinated seminars to render literature on financial services and investment plans to various clients.

- Conducted financial needs analysis

- Set and implemented investment goals, strategies, and funds to invest.

EDWARD JONES INVESTMENTS, BRANDON, MS

Financial Adviser Jun 2008–Nov 2008

- Took charge of preparing and documenting client financial plans.

- Generated leads through advertising campaigns, mailing lists, and personal contacts.

- Demonstrated extensive knowledge of securities and financial situation of clients to market financial products.

- Developed portfolio reviews of client files to identify and address financial needs and provide solutions.

EDUCATION

Master of Business Administration focus in Economics and Marketing Research: 2011

MISSISSIPPI STATE UNIVERSITY COLLEGE OF BUSINESS AND INDUSTRY, STARKVILLE, MS

Bachelor of Business Administration in Management: 2008

MISSISSIPPI STATE UNIVERSITY COLLEGE OF BUSINESS AND INDUSTRY, STARKVILLE, MS

LICENSES

Licensed Broker

Series 7 and Series 66 (Inactive)

ACTIVITIES

Member of Houston Area Urban League Young Professionals

Member of Professional Development Committee Chair

Member of Mississippi State University Alumni Association, Houston, Texas Chapter

Former Member (Graduate Advisor) of Phi Beta Sigma Fraternity Inc

Former President of National Pan-Hellenic Council

Former Board Member of Master of Business Administration Association

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