999 Main Street
Any Town, NY 99999
email@yahoo.com
999-999-9999
LINDA WHITE
MARKETING AND MANAGEMENT PROFESSIONAL
More than 15 years experience in industries ranging from Event and Wedding Management to Healthcare;
including group travel and tourism, non-profits, real estate, property management, computer hardware and software,
international trucking, financial services, marketing research, call centers, and fulfillment.
- Event Coordination Customer Attraction and Retention Advertising Campaigns
- New Product Development Marketing Campaigns Market Research
- Travel and Tour Package Creation Website Creation Trade Shows
- Project Management Employee Management Contact Databases
- Online Stores Recognition and Incentive Programs Call Center Management
- Sales Support Direct Mail & Email Customer Service
- Office Administration Software and Computer “Go To” Person Financial Accounting & Reporting
Professional Experience
Business Development, Investment Advisement & Customer Service – ABC Inc., Any Town, NY 3/10 to 6/10
- Built solid customer relationships through customer centric approach & facilitation through automation.
- Brought clients’ claims & complaints down to a virtually nonexistent level through: accuracy, privacy, prompt reporting, & strict compliance with pertaining rules & regulations.
- Investment advisor & portfolio manager.
- Trading floor broker dealing in equities, debt securities, commodities, derivatives & foreign exchange.
- Financial statement analysis, risk-to-reward ratio analysis & financial modeling of economic scenarios.
- Strategized with top management on outsourcing, & its operational & technical implications.
- Reorganized Company into profitable & under-performing business units to improve financial planning & operations.
- Achieved 100% growth in client-base within 5 years through strong customer service & business development measures.
Research Associate, Quantitative Strategies Group – XYZ Corp., Any Town, NY 4/09 to 11/09
- Financial analyst at a buy-side investment firm with over $20 billion in assets under management. Responsibilities include active development of macroeconomic overviews, econometric analysis, product improvement and expansion, and construction of models to assist asset allocation decision making. Regularly build forecasting models for global markets, currencies, and industry growth using government data, broker research, economic/industry publications, and dialogue with executives and industry experts. Present models and debate new recommendations in the context of market conditions for inclusion in mutual funds and other products.
- Worked with sector analysts to create financial models, including projections and valuation analyses, as the basis for making investment recommendations. Maintained quantitative screening tools and monitored the assumptions implied by and embedded within equity models to ensure continued adherence to original investment strategies. Provided statistical analysis and presented results on investment trends and macroeconomic indicators. Prepared written research reports and monthly overviews sent to mutual fund clients and the board of directors.
- Researched, collected, and analyzed pertinent information from various sources, including newspapers, reference works, databases, etc. Updated financial models to reflect recent economic data. Summarized and organized analyses, forecasts, and investment conclusions to analysts.
- Responsible for working with and supporting a team of actuaries in their efforts to analyze trends within supplemental medical and prescription plans offered by the company. Researched and collected pertinent information to help with the development and review of fee schedules.
- Helped with gathering and preparing pertinent information for state rate filings, followed insurance trends used to suggest client prices, and wrote and modified computer programs used for analysis in company offices nationwide.
Quality Supervisor – BCD Inc., Any Town, NY 5/08 to 3/09
- Detail-oriented, efficient and organized professional with experience in medical accounting processes & systems.
- Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.
- Excellent written and verbal communication skills.
- Highly trustworthy, discreet and ethical.
- Resourceful in the completion of projects, effective at multi-tasking.
- Effective team builder to support company initiatives.
- Drive superior performance via adherence to quantitative and qualitative guidelines.
- Ability to cross train and up-train staff to improve performance.
- Experienced developing, motivating, coaching and evaluating staff.
Education
Business Administration with Marketing Specialization
New York University
Additional Information
Fundraising chairperson for ABC Charity
Volunteer for various organizations
Click to download the Quantitative Analyst Resume Sample One in PDF.
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