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Click here or scroll down to respond to this candidateUpper Chichester, PA 19061 " PHONE NUMBER AVAILABLE EMAIL AVAILABLEAnalytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations." Project Finance ManagementOrganized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals." Financial Oversight" Relationship building" Business Development" Conflict resolution" Strategic planning" Financial Decision making" Cash Handling Expertise" Financial SoftwareCandidate's Name
" Account Analysis" Annual Budget DevelopmentPROFESSsIONAL SUMMARYJPMorgan Chase - Newark, DESKILLSConsultant Ops Investment Analyst, 02/2024 -Current" Financial Advising" Budgeting and Finance Competence" Strategic Planning" Team Player" Attention to Detail" Account Review" Sales management" Compliance management" Goal setting" Business Analysis" Strong leadershipWORK HisTORY" Streamlined internal processes to enhance team efficiency and improve overall project outcomes." Maintained and update databases and records related to potential and existing investments" Created and developed detailed work plans to meet business priorities and deadlines." Collaborated with cross-functional teams, including legal, compliance, and risk management, to ensure successful deal execution." Categorized daily minimum 50 confirmations for classification." Chased approximately 20 clients daily to complete the process of trading." Kept clients' folders up to date." Improved emergency resolution processes to save time." Balanced multiple priorities during peak hours while maintaining a calm demcanor under pressure." Implemented best practices to optimize clients" organizational performance, leading to improved operational efliciency.Assistant Branch Manager, Lead Associate Operations, 06/2021 -05/2022 JPMorgan Chase - Wilmington, DE" Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions." Contributed to the devclopment and implementation of strategic plans for the branch that aligned with overall bank objectives, driving sustained growth and success." Facilitated customer satisfaction by executing personal communication and frequent follow-ups approximately 30 incoming calls, emails and faxes per day from customers." Implemented process improvements to increase productivity." Maintained friendly and professional customer interactions." Assessed employee performance and developed inprovement plans." Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching emplayees on company protocol and payroll operations." Developed strategic plans for day-to-day financial operations. Assistant Branch Manager, 05/2020 -06/2021Citizens Bank - Havertown, PA"Supervised and evaluated 7 to 10 employees daily and helped them to improve their skills, achieve daily objectives, and attain advancement." Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly." Streamlined branch operations for increased efficiency through implementation of new processes and procedures." Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members." Developed strong relationships with key clients, contributing to significant growth in business revenue." Conducted weekly staff meetings to motivate staff members, address concerns, and questions. plan improvements and evaluate progress toward goals." Created strategies to develop and expand existing and new customer sales, resulting in increase in annual sales." Complied with established internal controls and policies. Customer Service Representative II /Store Supervisor, 10/2014 -05/2020 TD Bank - Haddon Heights, NJ" Assisted customers via telephone with up-to-date knowledge regarding banking services." Multitasked spectrum of customer service and administrative duties." Actively listened to customers, handled concerns quickly and escalated major issues to supervisor."Maintained customer satisfaction with forward-thinking strategies focused on addressing customer necds and resolving concerns." Offered advice and assistance to customers, paying attention to special needs or wants." Clarificd customer issues and determined root cause of problems to resolve product or service complaints." Participated in team meetings and training sessions to stay informed about product updates and changes." Provided primary customer support to internal and extermal customers." Delivered prompt service to prioritize customer needs."Met customer call guidelines for service levels, handled time and productivity." Followed up with approximately 20 customers daily to resolve issues and to maintain high standards of customer service." Educated customers about billing, payment processing and supporting policies and procedures." Enhanced productivity levels by anticipating needs and delivering outstanding support." Cross-trained and provided backup support for organizational leadership." Increased efficiency and performance by monitoring team member productivity and providing feedback." Reached out to customers after completed sales to suggest additional service or product purchases." Promoted available products and services to customers during service, account management, and order calls." Traincd new personnel regarding company operations, policies, and services. Business Management & Control, 04/2008 - 10/2011Bank Of Nova Scotia - Port-au-Prince Haiti" Managed approximately 30 incoming calls, emails and faxes per day from customers." Created, managed, and executed business plan and communicated company vision and objectives to motivate teams." Supported business management projects by monitoring and tracking risks, issues and action items." Developed initial sales roadmaps and market strategies to promote successful product launches." Evaluated customer nceds and fecdback to drive product and service improvements." Educated staff on organizational mission and goals to help employees achieve success." Conducted regular reviews of operations and identificd areas for improvement." Developed effective improvement plans in alignment with goals and speccifications." Anticipated financial impact from operational issues and worked with leadership to develop solutions." Researched industry and marketplace trends to enhance sales techniques and meet customer needs. Master of Science: Finance, 05/2024Rowan University - Glassboro, NJ" 3.3 GPA" GraduateCertificate : Certified Financial Planner, 05/2023 DeSales University -Center Valley, PACertificate receivedBachelor of Science: Business Administration And Management, 0S/2008 IHECE - Port-au-Prince" 3.4 GPA" Diploma ReceivedEnglishFull ProfessionalEDUCATIONCreoleNative or BilingualLANGUAGESFrenchNative or BilingualStudent No: 916424834Record of: Candidate's Name
Current Name: Candidate's Name
Issucd To: WIDN IE DUMONTProgramCourse Level: GraduateDegrec (s) Sought Master of ScienceCurrent College : College of Bus inessCurrent Major : FinanceSUBJ NO.Degrees Awarded Master of Science 30-MAY-2024ProgramCurrent College : College of BusinessCurrent Major : FinanceINSTITUTION CREDIT:Fall 2022Collcge of BusinessFinanceFIN 04540FIN 04518CUMSpr ing 2023UpperFinanceCollege of BusinessFIN 04560Ehrs:CUM Ehrs:023legFinanceChtchester. PA 19061Su of BusinessFIN 04530FIN O4511CUMAVeFINANICAL INSTITUTIONS MCMTDERIVATIVE SECUR&FIN RISK MS:QPts:cOURSE TITLEHrs:FINANCIAL DECISION MAKINGFIXED 1NCOME SECURITIES6.00 GPA-Hrs: 6.00 QPES12.00 GPA-Hrs: 12.00 QPLSMULTINATIONAL FINANCE MGNTQUANTI TATIVE METHODS IN FINEhrs: 6.00 CPA-Hrs- 5.00 QPts.Rowan University201 Mullica Hill RoadGlassboro, NJ 08028-1701CR/WK GRD213.00 B43.00 A3.00 A3.00 C17.10 GPA:39.00 GPA:3.00 B+3.00C9.9012.001.106.002.8503.2509.906.00cOURSE TITLEInstitut ion Infornat ion cont inued:15.90 GPA:2.650SUBJ NOFall 2023College of BusinessFinanceQPTS R FIN 04600FIN 04505FIN 04520eUM Ehrs: 24 00 CPA-Hrs:Spring 2024College of BusinessACC 03510Ehrs:cUM Ehrs:TOTAL TRANSFERADV FINANCIAL PLANNINGFINANC IAL MODEL INGTOTAL 1INSTITUTIONOVERALCONTINUED ON NEXT COLUMN pESoUNDED 1923INVEST ANALYSIS/PORTFOLIO MFINANCIAL STATEMENT ANALYS6.00 GPA-Hrs: 6.00 QPts:30.00 GPA-Hrs: 30.00 QPts:TRANSCRIPT TOTALSEarned30 000.00OPt:24.00 OPts:30.0030 000.0030.00Date Issued: 27-JUN-2024END OF TRANSCRIPTCR/WK GRDgg o03.00 A78.90 GPA:3.00 A3.00 B20. 10 CPA99.00 GPA0.003.00A99.00PageCPA3.3000.0003.300OPTS R12.0012.003 28812.008.103.3503.300Linda DrexelUniversity Registrar2311-0Ds2-M2TC DeSales aiuersityWionie BumontThis cerfifies thatby the authority of the Board of Trustees and upon the rerommendafion of the Fucults is hereby awarde the rerfifieate afFinancial JlanntngSiuen at Center Balley in the Commnealflh of Bennsyluania on this sixth dus of May in the year of ur Hor fuo thousand and tuenty-thr. PresidentJrobostChairman of the oarh af UrustrsINSTITUT DES HAUTES ETUDES COMMERCIALES ET ECONOMIQUES CENTRE UNIVERSITAIRE PRIVE RECONNU D'UTILITE PUBLIQUE- LICENCE DE FONCTIONNENENT DU MENFP AU Ag:176(IHECE)DIPLMEVu le Procs Verbal des Examens de Fin d'Etudes de l'anne Acadmique 2007-2008 attestant que IMECE N (e) Port-au-Prince, le I mai 1984 a complt les quatre (4) annes du cycle de Formation et satisfait aux exigences du Programme d'tudes y relatives, en attendant la soutenance d'un mmoire en vue e l'obtention de la Licence. avec tous les droits et privilges qui s'y rattachent. Candidate's Name
Conformment aux Statuts et Rglements en vigueur l'LH.E.C.E. Nous, Prsident du Conseil, en vertu des pouvoirs qui nous sont confrs, lui dcernons le Diplme de fin de scolarit des tudes universitaires en : SCIENCES ADMINISTRATIVESCher DepatlementEn foi de quoi, nous signons ce diplme sous le Grand Sceau de l'I.H.E.C.E. Port-au-Prince, le 8 Jan vier 2013.e et Evaluation 4e Prsident du Conseil |
