QUALIFICATIONS PROFILE * Financial Asset Management: Solid knowledge of financial asset products, manag ement, and control to assist

investors in achieving financial goals. Track recor d of helping clients determine financial / investment needs and utilizing sales skills to effectively recommend appropriate financial products. Strong critical thinking aptitude, reasoning skills, and ability to handle confidential financia l material. * Investment Analysis: Proficient in assessing the performance of stocks, bonds, commodities, and other types of investments. Skilled in monitoring and evaluati ng market activity and making recommendations to investors on taking action that will result in the best yield with minimal risks. Sharp eye for details, couple d with keen perception for extracting important data. Ability to work continuous ly and accurately with data and critical financial information. * Customer Service: Dynamic communication skills and customer-centric work ethic based on a genuine passion for ensuring strong results and client care. Seek op portunities to gain or retain customer satisfaction, trust, and loyalty. Apply g ood listening skills to identify customer needs and make recommendations accordi ngly. * Additional Strengths: Superior analytical and financial management strengths. Well organized and resourceful. Sharp and creative in assessment and problem-sol ving. Dedicated, professional attitude. Committed to getting the job done; thriv e in dynamic and challenging environments. EDUCATION & CREDENTIALS Master of Science in Finance (2010) - NEW JERSEY CITY UNIVERSITY, Jersey City, N J; GPA: 3.74 Coursework: Economics ~ Analysis of Financial Statements ~ Corporate Financial M anagement Managerial Economics ~ Financial Modeling ~ Personal & Business Taxation Analysis of Financial Statements ~ Quantitative Methods for Business Decisions Thesis: Value Versus Growth Stocks; sector considerations Bachelor of Science (1992) - UNIVERSITY OF MAINE, Orono, ME Certified Financial Planner * Series 7 and 66 Licenses PROFESSIONAL EXPERIENCE MERRILL LYNCH, PIERCE FENNER,& SMITH - PENNINGTON, NJ FINANCIAL ADVISOR, 2010-CURRENT JOHN HANCOCK - Trenton, NJ A leading provider of insurance and financial services products including life i nsurance, annuities, and mutual funds, serving millions of customers throughout 19 countries and territories worldwide. Financial Advisor, 2005 to 2010 Analyzed economic trends and maintain product knowledge to assist clients in mak ing well-informed investment decisions. Meet with clients to gain understanding of individual financial situations / needs and structure financial plans to help them achieve their goals. Monitor financial plans using economic indicators / t rends, tax consequences, and client goals as a guideline for making financial de cisions. Key Achievements: * Selected to participate in company's mentor program; mentored new employees du ring their first year of employment, providing guidance until they were comforta ble and confident in their new role. * Chosen to lead financial educational seminars to groups of clients and colleag ues. Bristol Myers Squibb-Wilmington, DE Research Scientist 1992-2005