John Doe

Address: Somewhere ON, Canada

Phone: (999) 999-9999| Email: myemail@myemail.com | URL: https://www.linkedin.com/in/address

Areas of Expertise:
❏ Finance ❏ Sales/Customer service ❏ Economics
❏ Communication ❏ Project management ❏ CRM/Business development
EDUCATION
College – Toronto, ON May 2020
Honors Bachelor of Commerce – Business Management (BCOMM)
Relevant Coursework: Business Finance Taxation, International Trade, Microeconomics/Macroeconomics
Qualifications
 Strong understanding of the effects of monetary and fiscal policies on interest rates and bond yields
College - Toronto, ON May 2018
Business Administration – Management (Advanced Diploma)
Relevant Coursework: Management Studies, Project Management, Accounting & Finance
Qualifications
 Successfully planned, created and presented business proposals in teams by applying project management principles
PROFESSIONAL EXPERIENCE
Investment Management Company, LLC - Bay St, Toronto August 2019- December 2019
Sales Coordinator, Intern
 Compiled daily and weekly reports comparing mutual funds
o Reports generated to aid in the daily sales activity for institutional and retail investment advisory team
o Actively used the following tools to compile daily and weekly reports:
 Bloomberg terminal, Morningstar Data, Excel and CM Portal
 Completed a large-scale Customer Relationship Management (CRM) cleanup project
o Project lead to an increase in Assets Under Management (AUM), and Net Sales for retail investment advisors
o Worked closely with Head of Operations to clean up territories for investment advisors
o Proficiently used Microsoft Dynamics 365 to aid in CRM and sales related activities for investment advisors
 Aided Sales Coordinators in compiling monthly expense reports for investment advisors using concur
 Participated in the creation of Company name events for investors and advisors
o Created lists of high net worth clients to invite for company name investment advisors
 Invited high net worth clients, and ensured clients were registered with superior service
o Generated CE credit certificates to ensure advisors were accurately accredited CE credits for attending event
 Performed miscellaneous clerical duties and partook in ad hoc projects to aid in the daily success of the organization

Third party Collections company - Somewhere, Toronto June 2015- January 2018
Accounts Payable/Receivable Specialist
 Apply consumer credit, financing, loan terms, APR & interest knowledge to successfully aid in the collections process
o Initiated strategies for collection processes and procedures with adherence to compliance
o Proficiently used Altrac and Shaw to create and maintain accurate records of the collection process
 Accurately sorted and filed customer detail with attention to detail
 Strong sales skills demonstrated by negotiating debt repayment schedules
o Generated mutually beneficial solutions for both customer and clients
o Consistently exceeded monthly Key Performance Indicators (KPI’s) for third party clients
ACHIVEMENTS & AWARDS
❏ Place College competition here ❏ Place College competition here
o 3rd Place – April 2019 o 1st Place – May 2018

CERTIFICATIONS
Canadian Securities Course (CSC) Enrolled December 2019
 Enrolled and seeking to complete the Canadian Securities Course (CSC) before bachelor’s degree completion
 Exam schedule:  Level 1:  Level 2:
January 2020 April 2020
Hobbies & Interests
❏ Personal development: physical health and psychological wellbeing ❏ Economics and politics
❏ Finance, Sales & Career development ❏ Games of Thrones