RESUME

RESUME

OBJECTIVE: To obtain a position as a full-time Financial/Business Analyst.

EDUCATION:

THE PENNSYLVANIA STATE UNIVERSITY                                                     Abington, PA
Bachelor of Science Business, Financial Services.                                                     08/02-05/06
Graduated: May, 2006
Dean's List: Spring 2006
GPA: 3.05

STUDENT'S PERSONAL FINANCE ORGANIZATION
Founder/President

*Created organization's constitution which was approved by the Student
Government Association
*Elected SPF's vice-president, treasurer, secretary, and public-relations coordinator.
*Promoted knowledge and a better understating of the concepts of personal finance by
means of group   discussions and guest speakers.
*Actively participated with officer officials in various on-campus activities.

RELATIVE EXPERIENCE:

PNC BANK                                                                                                  Buckingham, PA
Financial Sales Consultant                                                                                    05/06-present

*Demonstrated a high level of courtesy and efficiency with customers.
*Working diligently toward a resolution to meet customer's expectations in a
timely manner.
*Knowledgeable of products and services offered such as personal and
business banking.
*Recommend appropriate products to customers to maintain customer
fulfillment.
*Daily handle large currency, and demonstrated sound operating
controls in the branch.

MORGAN STANLEY DW, INC.                                                                       Jenkintown, PA
Intern for a Financial Advisor                                                                 08/04-03/05, 10/05-05/06

*Worked in a team of professional wealth management advisors.
*Assisted a financial advisor in a direct marketing campaign.
*Generated valuable leads for seminars on wealth management and retirement.
*Created management tools to better manage clients information with the help
of Microsoft Excel and Microsoft Outlook.
*Prepared various prospectuses for clients.
*Educated large corporations on fiduciary responsibilities and defined benefits.
*Responsible for executing fiduciary seminar for corporate companies and
local organizations.
*Attended clientele and financial advisors meeting on-campus.

LIBERTY ONE FINANCIAL                                                                             Philadelphia, PA
Mortgage Survey Rep.                                                                                              02/03-8/03

*Established names and addresses of persons to contact, instructing them in
sampling methods used in compiling contact lists.
*Assisted potential customers in planning and execution of mortgage loans.
*Learned all aspects of primary and secondary mortgages and refinance.
*Reviewed, classified, and sorted questionnaires following specified procedures
and criteria.
*Demonstrated effective presentation skills.

SPECIAL SKILLS: Computer: Microsoft Word, Excel, PowerPoint, Windows XP, Internet, Quicken, Visual Basic, Genesis. Language: Fluent in English and Russian. Other: Completed training with New York Life Insurance in a career orientation school.

JULIE BROOK [email protected]