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Title: |
Financial/Business Analyst
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Location: |
US-Oregon-Portland
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Work History: |
Fisher Investments, Vancouver, Washington
July 2007-January 2009
Account Executive
*Brought in asset portfolio of $25.05 million consisting of 30 Clients.
*Followed up with ex-clients on what reasons caused them to leave Fisher Investments.
*Composed and implement projects to track the efficiency of the Account Executive Department.
*Worked with the implementation department on new tools and strategies for Fisher Investments.
*Collaborated with team leaders to plan and prepare team development sessions.
*Mentored junior account executives on corporate software.
Home Depot, Troutdale, Oregon June 2005 – May 2007
Pro Account Sales Associate - Commercial Sales
*Worked one on one with contractors to plan their projects and coordinate delivery of materials to job sites.
*Brought new contractor business into the store, and set up commercial credit through Home Depot.
*Maintained Sales above $500 per/hour on assigned corporate sales goals of $384 per/hour.
*Taught weekly “Do It Yourself” seminars for customers.
*Coordinated with the delivery services daily.
*Assisted store management in accomplishing goals for other departments, and building store displays.
Millwork Specialist
*Helped customers determine projects needs.
*Placed Special product orders for some products.
*Worked with inventory restock.
Fred Meyer, Woodvillage, Oregon June 2003-March 2005
Photo Electronics, Person in Charge
*Developed and printed film that customers brought into the store.
*Provided expertise on consumer electronics.
*Managed and maintained stock rooms.
*Built weekly displays for sale items.
*Worked on corporate resets of shelving and products.
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Skills: |
Proficient in Microsoft Office (Outlook, Excel, PowerPoint and Word), Mac OS X, Visual Basic, Windows, Software design experience.
Works well under pressure, able to prioritize multiple projects, and multitask, self starter and self motivated.
Strong verbal and written communication, charismatic, able to relate to others easily.
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Education: |
Portland State University
June 2007
Bachelor of Science, Finance
Deans List Recognition, Finance Tutor, FMA
Mt. Hood Community College
June 2005
Associates Degree, Business, Concentration in Accounting
Oregon Institute of Technology
June 2003
Studied Computer Software and Hardware Engineering
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Endorsements
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Adam has received 0 endorsements.
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Adam has endorsed 1 Member.
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Rank |
Title |
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Status |
Actions |
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8.845 |
Senior Business Analyst, Derivatives, Commodities, Openlink Endur, Equity, Swaps |
US-Illinois-Chicago |
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Details
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