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Title: |
Investment Associate
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Location: |
US-Illinois-Chicago North
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Work History: |
Marcus Evans, Chicago, IL (05/07-Temp)
Account Executive
Integrated Business Analysis, Advisory and Intermediary Services (Merger & Acquisition).
Buffalo Grove, IL. (07/02-02/04, 02/05-02/07)
Senior Marketer and Research Analyst
Strategic Business Partners, Arlington Heights, IL. (03/04-01/05)
Business Coordinator
Human Resources-Benefits Department, Loyola University, Chicago, IL. (08/99 –2002)
Assistant to Retirement Planning Manager
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Skills: |
• Conducted bio and industry research on the internet and library sources to discovered new businesses and generated leads etc.
• Prospected by cold calling, follow up and email etc. qualified clients, handled objection, and aggressively negotiated with big corp. at ‘C’ level to acquire delegates for world class business events.
• Prospected by cold calling with small and mid-size businesses, qualified clients, handled objection, initiated and closed deals for management and tax services etc.
• Followed up with businesses, new and current clients, balance sheet and income statement analysis to discuss the possibility of mergers and acquisitions, business buy and sale, and financing for expansion/growth, etc.
• Contacted small and midsize business owners, confirmed business challenges, sales volumes, number of employees etc. Wrote comments, set up appointments for the field representatives, regularly contacted with field representatives for feedback etc.
• Audited employee contributions for retirement plans to ensure adherence to govt. regulations (IRS).
• Created and maintained with logical functions retirement account spread sheets on MS Excel, used SQL etc.
RELEVANT KNOWLEDGE AND AREAS OF STRENGHT:
• Working knowledge of Banking, Finance and Investment etc. Financial Accounting (GAAP)
• Business implication of macroeconomics indexes. Industry and Country Research and Analysis
• MS Words, Word perfect, MS Excel, MS Access, Minitab, strong Math skills, internet research etc.
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Education: |
EDUCATION:
Loyola University - Chicago, IL. (1999-2002)
M.B.A. with specialization in Finance and Economics
BCE – India. Years: 1990-1994
Bachelor of Science in Engineering, Majored in Civil Engineering.
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Recent Public Messages sent to Birbal
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| From |
Date |
Message |
Better Way Financials |
05.05.08 |
Birbil
are you open to working as an apprentice with a group of real estate investors? 50% commissions paid on the marketing side. unlimited money to be made on the real estate side once you learn our techniques. please call me if you are interested,
jim hough
773.368.3978 |
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