Paul Seeker 181 South Road • Harrison, NY 22222 • Tel: (555) 555-5555 • Cell: (555) 555-5555 • email@email.com A highly talented Internet Business specialist with
extensive analysis, e-commerce, and reporting skills, as well as financial management
and legal research background Summary
of Qualifications ·
More
than 13 years of experience in business and financial industries. ·
Highly
skilled in research, data verification, and analysis. ·
Hard
working and detail-oriented. Excellent
problem-solving skills. ·
Able
to multi-task in fast-paced environments. ·
Familiar
with confidentiality and legal terminology. ·
Outstanding
reporting, presentation, and communication skills. Professional
Experience Mercy College, Dobbs Ferry, NY 2001
– Present Research
Assistant, Physical Therapy Department ·
Responsible
for development of large information database containing listings of all
clinical affiliation sites and data. ·
Work
closely with Technology Department on database design and construction,
advising on data entry, configuration, and on-line launch. ·
Compile
and verify all clinical affiliation program and contact information for entry. ·
Contact
all affiliated sites and ensure contracts up to date. Perform contract renewals
as necessary. ·
Gather
and verify student information for inclusion, such as medical records and dates
of attendance. ·
Arrange
and coordinate program-related mailing.
Provide clinical sites with all appropriate student information, and
provide students with all information for their respective internship
sites. Student packets include rules
and regulations, hours, dress code, directions, and any other site-specific
data. Additionally, provide instructors
with listings of where their students are interning, so that on-site reviews
can be conducted. ·
Mailing
arranged and sent out prior to every eight week program. PaineWebber, Inc., White Plains, NY 1995
– 2001 Equity Liaison (1999 – 2001) ·
Managed
more than $250 million in assets in lead position with Chairman’s Club member. ·
Executed
last minute major stock option transaction worth $5 million. ·
Performed
in-depth analysis and compiled information to assist in trading and purchase
decisions. ·
Executed
orders, made recommendations, tracked and updated annuities, and reviewed tax
and cash flow statements. ·
Developed
successful relationships and communicated daily with high net worth clients and
representatives from major brokerage organizations. ·
Senior
Client Service Associate (1998 – 1999) ·
Worked
closely with President’s Club member, managing $70 million financial portfolio
for individual family. ·
Together
with accountants and lawyers, provided family members with daily financial
information and recommendations regarding retirement plans, trusts, and
philanthropy. ·
Maintained
daily, monthly, and annual statements for over 40 family members. ·
Created
innovative proprietary tracking document for equities and bonds. ·
Communicated
with family’s business, especially HR and Payroll. Betty Asheford Page
2 (PaineWebber, continued) Branch
Administrator (1995 – 1998) ·
Assistant
to Branch Manager, responsible for daily operations of White Plains office. ·
Hired
and trained all personnel. Arranged
off-site systems training. Maintained
all personnel records, payroll data, and license information. ·
Directed
transition of assets and clients for new brokers. ·
Coordinated
weekly compliance and staff meetings. ·
Arranged
and attended seminars, special events, and educational courses. Fahnstock & Co., New York, NY
1994 – 1995 Security Fraud
Investigator / Senior Sales Assistant ·
Conducted
research into publicly fraudulent companies and individuals. ·
Prepared
and delivered summaries of 10-Ks, 10-Qs, 13-Ds, and annual reports. ·
Managed
all client queries and issues. ·
Recorded
and updated all client account trading activity. ·
Prepared
tax-related documentation and monthly client statements. Additional
Experience Account
Executive,
Milton Samuels Advertising, New York, NY (1992 – 1994) Executive
Assistant-New Business, DDB Needham Worldwide, Inc., New York, NY (1987 – 1991) Legal
Secretary,
Parker Chapin Flateau & Klimpl, New York, NY (1986 – 1987) Legal
Secretary,
Brennan & Hollins, Santa Ana, CA (1983 – 1986) Education Mercy
College, Dobbs Ferry, NY Masters
in Internet Business Systems (scheduled completion, February 2002) Program focused on evaluation of Internet business opportunities, Internet as a management resource, business and technological aspects of Internet, and legal, ethical, and social issues of Internet business. Russell
Sage College, Troy, NY BS
in Criminal Science, 1982 Computer
Skills Windows,
Word, Excel, WordPerfect, Internet Awards Recipient
of PaineWebber Customer Service Award References
available upon request Keywords: Customer Service, Customer Service Manager, Project Manager, Customer Support Manager, Business Management, E-commerce Management, Business Development, Account Management, Internet commerce |
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