Life Services Investment Specialist Resume
4.00/5 (Submit Your Rating)
Chandler, ArizonA
PROFESSIONAL EXPERIENCE
Life Services Investment Specialist
Confidential, Chandler, Arizona
Responsibilities:
- Licensed Series 7: General Securities Representative and Series 66: Confidential Confidential State Law
- Awarded Silver via Confidential 's Global Recognition Program for breaking the New Hire Referral Record
- Holds an asset retention rate of 99.57% while providing investment, savings, and liability management solutions to 100+ beneficiaries and executors through the utilization of the wealth management process
- Grasps complex, technical material quickly, in a fast - paced environment, while maintaining current knowledge of Confidential 's brokerage products, policies and services
Organizational Development Intern
Confidential, Chandler, Arizona
Responsibilities:
- Conducted statistical analysis on 7,444 company-wide survey responses to better leverage brand decisions
- Performed weekly audits of 1550+ personnel files to support recordkeeping integrity and regulatory compliance
- Designed 240+ Tableau data visualizations in accordance to Microchip's internal policies, standards, and processes for global executive leadership presentations, across 72 site locations
- Coordinated scheduling for 18 executive programs, and all associated virtual trainings (127) for 6 trainers
Internal Talent Acquisition Intern
Confidential
Responsibilities:
- Served as Interim Talent Acquisition Manager for 4 months while new leadership was hired and trained
- Reviewed on average 200-400 resumes monthly, for both full-time and part-time roles internally and externally
- Dialed weekly on average 80-125 c-suite candidates for various biopharmaceutical and biotechnology roles
- Promoted Govig internal employment opportunities at ASU, UofA, and NAU Career Fairs and collegiate clubs (me.e. presentations on resume reviews, diversity in the workforce, and how to build you're own brand)
- Identified and pre-qualified candidates by reviewing resumes, job board sites (LinkedIn, CareerBuilder, and Monster), preliminary questioning, Microsoft office assessments, and initial interviews
- Conducted 24+ interviews monthly to assess potential of internal applicants, for both fulltime and internship roles
Programmer Analyst
Confidential
Responsibilities:
- Awarded "Peer Programmer of the Year" for building a strong community and fostering personal growth in resident
- Planned and executed 22+ purposeful events for residential halls to support university-wide involvement and academic success
- Coordinated a budget of 1500 dollars yearly, for self-created promotional materials and event items
- Built a strong community and fosters personal growth amongst a single residence hall of 40+ freshmen