Data Analyst Resume

OBJECTIVE:

Management level position within a Financial Institution

SUMMARY

Complete Analysis of client investment and insurance portfolios
Analysis of investment opportunities
Supervision and training of security representatives
Keynote speaker in seminars on financial planning
Held series 7, 65, 26, 63 Confidential licenses and Confidential license as well as property and casualty license
Served the Financial industry for 16 years with Insurance Companies, Banks and Brokerage Firms
Managed at Lowe’s exterior installation projects from presentation to completion personally sold over 1.3 million in exterior install projects
Created an Excel spreadsheet for management to track inventory levels of winter merchandise. This report was setup to have all the district stores report quantities of each item using pivot charts for quick reference. The report helped to maintain inventory levels in all district stores for complete sellout of merchandise and to maximize sales.
Successfully operated a part time mobile detailing business, with over 100 steady clients for 7 years
Created marketing plan, website, database for customers and P/L Spreadsheet

COMPUTER SKILLS SOFTWARE:

PROFESSIONAL EXPERIENCE:

Confidential

Data Analyst

Responsibilities:

Served the Financial industry for 16 years with Insurance Companies, Banks and Brokerage Firms
Managed at Lowe’s exterior installation projects from presentation to completion personally sold over 1.3 million in exterior install projects
Created an Excel spreadsheet for management to track inventory levels of winter merchandise. This report was setup to have all the district stores report quantities of each item using pivot charts for quick reference. The report helped to maintain inventory levels in all district stores for complete sellout of merchandise and to maximize sales.
Successfully operated a part time mobile detailing business, with over 100 steady clients for 7 years
Created marketing plan, website, database for customers and P/L Spreadsheet