Upload
chris-dillon
View
9
Download
0
Embed Size (px)
Citation preview
CHRIS DILLON1621 The Strand, Reno Nevada 89503
SUMMARY Current finance and economics student at the University of Nevada, Reno, looking to secure a financial advising
and investment planning career to further develop my analytical skills and knowledge of financial markets.EDUCATION
2014-Present College of Business, University of Nevada RenoPursuing double major in Finance and EconomicsExpected date of graduation, May 2017.
2012-2014 Business Program, Diablo Valley College
EXPERIENCE October 2016-Present Northwestern Mutual Financial Representative
Worked closely with clientele to help create financial security for themselves and their families by analyzing the client’s needs and financial objectives to create a strategy focused on achieving the client’s goals.
June 2016-August 2016 Ameriprise Financial Financial Advising Intern Responsible for client relations and management of advisor schedules. Often contacting over 200 clients per day to review relations and to fill advisor schedules, frequently overcoming objections and working toward solutions with current clientele.
June 2015-August 2015 Brooker & Co CPA’s Accounting InternBookkeeping, General accounting and administration responsibilities. Responsible for compiling income statements for small businesses and managing client portfolios.
March 2012-Present The Men’s Wearhouse Wardrobe Consultant
Professional wardrobe sales and tuxedo rental management, working closely with wedding clientele. Certifications
Series 7 FINRA License 6668806 Series 63 FINRA License 6668806 California Life and Health License 0L41346
ACHIEVEMENTS Phi Delta Theta- Vice President, Treasurer and Executive Committee Coordinator. Delta Sigma Pi- Vice President of Finance and Vice President of Professional Activities.
QUALIFICATIONS Knowledgeable in accounts payable and receivables Financially Literate 3 years professional sales experience
REFERENCES Nico Rivellini, Manager and Principal Ameriprise Financial, (702) 523-1357 Bob Dillon, President Brooker & Co CPA’s, (925) 413-3351 Valarie Grogg, Marketing Manager Men’s Wearhouse (510) 913-1256