Adult Entry Level Finance or Insurance
Insurance, Finance, Capital Markets, and Economics
Seeking Salaried or Salary + Commission Opportunities
Arlington Heights, IL 60005
PROFESSIONAL PROFILE
� SALES: B2B and B2C sales including retail; Personalized customer relationship management and business development.
� KEY STRENGTHS: Exceptional interpersonal, communication and networking skills. Achievements in establishing and maintaining customer loyalty. Fiscal accountability.
� CUSTOMER SERVICE: 15+ years of customer relationship management and customer service experience, proven organizational skills, and understating of operational procedures
� LICENSURE & TRAINING: Illinois Health/Life Producer; Pre-Licensing P&C Training
� SPECIALIZED EXPERTISE: Former Chicago Mercantile Exchange/IOM member with compliance, Futures/Options, clearing, electronic and floor trading experience (Clean U4). Specialized expertise in risk management, regulatory compliance, analysis, communications, customer relations, vis-�-vis and telephone-based service delivery.
ACADEMICS & HONORS
� March 2018 Honors Adult Graduate from DePaul University School for New Learning - BA Applied Finance (Business, Finance, and Economics disciplines)� 3.7 GPA
� DePaul University Academic Honor Roll All Quarters in Attendance
� The Grove Ralph Weiner Charitable Foundation Scholarship Recipient � 2014
� DePaul University Academic Research Seminar Scholarship � 2015
� DePaul University SNL General Undergraduate Academic Scholarship Recipient � 2015 and 2017
� DePaul University SNL Summit Seminar Academic Scholarship Recipient � 2017
� Phi Sigma Pi Honor Society Invitee
PROFESSIONAL EXPERIENCE
Confidential � Wealth Management Trainee
06/2017 � 08/2018
? Wealth Management and Financial Services Trainee (part-time) striving to provide revolutionary wealth, capital growth, and risk management strategies to deliver alternative guaranteed retirement streams of income. Offering asset preservation, income replacement, and investment options. Demonstrating innovative B2C sales and marketing techniques to engage clients and generate revenue
Lyft & UBER Driver - Part Time 11/2017 � Present
? Highly rated Lyft and UBER driver providing excellent ambiance, safe transportation, and customer service.
Dick�s Sporting Goods � Golf Pro Shop Attendant � Part Time, Arlington Heights, IL
06/2015 to 08/2016
? Golf Pro-Shop Customer Service, retail sales � clubs/fitting, accessories and apparel sales, club and equipment repair, merchandising and displays. Customer telephone consultation. Loss prevention. Attendance acknowledgment recipient. Delivered new staff training.
Grove Country Club/Royal Golf Group � Pro Shop Attendant, Long Grove, IL
05/2014 to 10/2014
? Seasonal/Part Time: Customer Service, pro shop communications, greet members, assist golfers with equipment and directions, transport clubs to/from guest vehicles, scorecard delivery, position carts for play and storage.
Ross Department Store � Part Time Retail, Mount Prospect, IL
12/2013 to 05/2015
? Customer Service, Store Protection Services/Security, Merchandising, Retail Sales, POS, Inventory, Pricing, Product Displays; Ross Public Address System �voice of the store�; Performance acknowledgments recipient
Licensed Health/Life/Accident Insurance Producer � Part Time, Various, IL
08/2013 to 10 /2014
? Leaderboard Health Information Exchange Call Center Producer (Health and Life)
Hiatus � Elder Care
2011 to 2013
Self-Employed � Independent Futures/Options Trader, Mount Prospect, IL
2002 to 2011
? Maintained an active trading account with the same clearing firm for 10+ years demonstrating profitability and stability; Hired and trained an assistant in trading fundamentals and electronic trading platform use.
Previous Professional Experience
Broker Alaron Futures and Options, Chicago, IL
Broker First American Discount Brokers (FACD), Chicago, IL
Broker promoted from Clerk International Futures & Options/S.D.S. Commodities
Runner Prudential Bache, Chicago, IL
Runner/Intern Stotler and Company, Inc. Prudential Bache, Chicago, IL
EXTRACURRICULAR ACTIVITIES
? Volunteer: Sons of the American Legion (SAL)
? Volunteer: Motivational speaker for non-profit addiction services
? Member: National Society of Leadership and Success - 2015
? Golf Enthusiast
PREVIOUS EDUCATION
? Western Illinois University � Macomb, IL (2 years) � Golf Team Member
? Notre Dame High School � Niles, IL. � Golf Team Member
Insurance, Finance, Capital Markets, and Economics
Seeking Salaried or Salary + Commission Opportunities
Arlington Heights, IL 60005
PROFESSIONAL PROFILE
� SALES: B2B and B2C sales including retail; Personalized customer relationship management and business development.
� KEY STRENGTHS: Exceptional interpersonal, communication and networking skills. Achievements in establishing and maintaining customer loyalty. Fiscal accountability.
� CUSTOMER SERVICE: 15+ years of customer relationship management and customer service experience, proven organizational skills, and understating of operational procedures
� LICENSURE & TRAINING: Illinois Health/Life Producer; Pre-Licensing P&C Training
� SPECIALIZED EXPERTISE: Former Chicago Mercantile Exchange/IOM member with compliance, Futures/Options, clearing, electronic and floor trading experience (Clean U4). Specialized expertise in risk management, regulatory compliance, analysis, communications, customer relations, vis-�-vis and telephone-based service delivery.
ACADEMICS & HONORS
� March 2018 Honors Adult Graduate from DePaul University School for New Learning - BA Applied Finance (Business, Finance, and Economics disciplines)� 3.7 GPA
� DePaul University Academic Honor Roll All Quarters in Attendance
� The Grove Ralph Weiner Charitable Foundation Scholarship Recipient � 2014
� DePaul University Academic Research Seminar Scholarship � 2015
� DePaul University SNL General Undergraduate Academic Scholarship Recipient � 2015 and 2017
� DePaul University SNL Summit Seminar Academic Scholarship Recipient � 2017
� Phi Sigma Pi Honor Society Invitee
PROFESSIONAL EXPERIENCE
Confidential � Wealth Management Trainee
06/2017 � 08/2018
? Wealth Management and Financial Services Trainee (part-time) striving to provide revolutionary wealth, capital growth, and risk management strategies to deliver alternative guaranteed retirement streams of income. Offering asset preservation, income replacement, and investment options. Demonstrating innovative B2C sales and marketing techniques to engage clients and generate revenue
Lyft & UBER Driver - Part Time 11/2017 � Present
? Highly rated Lyft and UBER driver providing excellent ambiance, safe transportation, and customer service.
Dick�s Sporting Goods � Golf Pro Shop Attendant � Part Time, Arlington Heights, IL
06/2015 to 08/2016
? Golf Pro-Shop Customer Service, retail sales � clubs/fitting, accessories and apparel sales, club and equipment repair, merchandising and displays. Customer telephone consultation. Loss prevention. Attendance acknowledgment recipient. Delivered new staff training.
Grove Country Club/Royal Golf Group � Pro Shop Attendant, Long Grove, IL
05/2014 to 10/2014
? Seasonal/Part Time: Customer Service, pro shop communications, greet members, assist golfers with equipment and directions, transport clubs to/from guest vehicles, scorecard delivery, position carts for play and storage.
Ross Department Store � Part Time Retail, Mount Prospect, IL
12/2013 to 05/2015
? Customer Service, Store Protection Services/Security, Merchandising, Retail Sales, POS, Inventory, Pricing, Product Displays; Ross Public Address System �voice of the store�; Performance acknowledgments recipient
Licensed Health/Life/Accident Insurance Producer � Part Time, Various, IL
08/2013 to 10 /2014
? Leaderboard Health Information Exchange Call Center Producer (Health and Life)
Hiatus � Elder Care
2011 to 2013
Self-Employed � Independent Futures/Options Trader, Mount Prospect, IL
2002 to 2011
? Maintained an active trading account with the same clearing firm for 10+ years demonstrating profitability and stability; Hired and trained an assistant in trading fundamentals and electronic trading platform use.
Previous Professional Experience
Broker Alaron Futures and Options, Chicago, IL
Broker First American Discount Brokers (FACD), Chicago, IL
Broker promoted from Clerk International Futures & Options/S.D.S. Commodities
Runner Prudential Bache, Chicago, IL
Runner/Intern Stotler and Company, Inc. Prudential Bache, Chicago, IL
EXTRACURRICULAR ACTIVITIES
? Volunteer: Sons of the American Legion (SAL)
? Volunteer: Motivational speaker for non-profit addiction services
? Member: National Society of Leadership and Success - 2015
? Golf Enthusiast
PREVIOUS EDUCATION
? Western Illinois University � Macomb, IL (2 years) � Golf Team Member
? Notre Dame High School � Niles, IL. � Golf Team Member