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Investment Specialist Trainee Resume

Rolling Meadows, IL


Emerging professional with related experience and in finance. Extensive knowledge of tax and investment strategies, as well as real estate operations/market status. Organized self - starter with strong analytical skills, math skills, abilities of performing under pressure, team player and multi-tasking projects. Communicative and personable, A-player, will learn and adapt quickly, follow direction with poise and professionalism.


  • Financial Forecast & Analysis
  • Property Evaluation
  • Customer Service
  • Project Participation
  • Data Analytics
  • Microsoft Dynamics
  • MS Office Suite
  • Process Management
  • SQL Tools


Confidential, Rolling Meadows, IL

Investment Specialist Trainee


  • Utilize data collected for residential and commercial properties.
  • Perform analysis and drive research to create assessments and evaluation reports.
  • Interact with clients communicating developments on requested properties.
  • Create trend analysis reports by monitoring financial news and real estate markets.
  • Partner with management team to obtain financial performance reviews.
  • Provided embedded excel tables to expedite property evaluation.
  • Coordinated activity on complex properties, land, and commercial deals, resulting in two merit increases within the first six months of employment.

Confidential, Conway, SC

Finance Tutor


  • Tutored classes in investment analysis, corporate finance, MBA level finance, projects in finance and management classes.
  • Saw increase in student grades after they were assisted with exam preparation, understanding key concepts and formulas.
  • Instructed approximately 20 students and assisted in other tutoring sessions when needed.

Confidential, Myrtle Beach, SC

Finance Summer Intern


  • Assisted the Finance (business license) and Accounts Payable Department of city hall, assisting with the daily operations. Managed records, filed paperwork, scanned documents.
  • Oversaw organization of financial records, uploading key information into the database.
  • Supervised business license applications by expediting administrative functions.

Confidential, Myrtle Beach, SC

Marketing Director


  • Coordinated activities to develop sales and advertising campaigns, generate awareness, and drive professional traffic.
  • Met with local hotels, resorts, and vacation rental companies to build relationships.
  • Analyzed various opportunities for promotions and presented recommendations to the management team.
  • Built customer relations and managed complaint resolution.
  • Analyzed the return on the investment (ROI) for promotional opportunities.
  • Implemented an effective marketing plan that increased sales by 22% by engaging with key clients, aiding sales representatives, negotiating, and closing large group deals.
  • Developed partnerships with over 12 large vacation rental companies, increasing sales traffic by over 17%.
  • Instituted a discount perk for guests who posted a picture and mentioned restaurant on social networks.
  • Established the concept of a Partner’s Program, generating a 15% increase in sales volume.
  • Implemented a five-to-one ROI target ratio for new promotions.

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